Solution Engineering16 tasks
Analyze Sales Cloud Readiness
The user gets a check of how well Sales Cloud fits a customer's workflows: an assessment of the current org, a list of gaps and corrections, a phased implementation plan, and quick-win features worth proposing.
Method
How MeshMesh does it
- Explores the org to find the current state of the features in scope. In one case it checked Einstein Activity Capture and the Outlook integration.
- Writes an assessment with corrections to the customer's plan. In the same case it advised against turning on Lightning Sync alongside Einstein Activity Capture, recommended retiring a legacy Outlook connector, and recommended coordinating Azure AD permissions first.
- Produces a phased Sales Cloud implementation plan tailored to the customer's requirements, or a revised version of an existing plan.
- For larger discovery work, prepares facilitation guides, pre-reads and a first-session guide across many sessions.
- Stops at analysis. In the samples, nothing was configured in the org.
For neighbouring work, see the Solution Engineering overview.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.