Design Lead-to-Opportunity Sales Process

1. Writes a sales-process recipe as a markdown file, covering industry choice, team sizing, user roles, usage goals and lead and opportunity process design, and saves it as a reusable reference.
2. For demo builds, adds custom fields, products, reports and dashboards.
3. Sets up lead capture, scoring, assignment and nurturing flows.
4. Loads synthetic accounts, opportunities, tasks, events and Einstein scores.
5. Deploys each build phase through metadata and fixes deploy errors along the way.
6. Adds an Agentforce agent with guardrails, an Apex service layer and a reset script, then runs automated verification checks and produces a branded HTML dossier.
7. Leaves changes that only the browser can make to Setup for a human.

For planning the demo builds this work often turns into, see Design Demo Build Plans.