Salesforce Requirement Gathering & Use Case Library | Notion Template

📌 Salesforce Discovery & Use Case Library – Notion Template 🚀

Streamline Your Salesforce Discovery Process & Build a Powerful Use Case Library

Are you a Solution Engineer, Consultant, or CRM Strategist struggling with requirement gathering and mapping business needs to Salesforce functionalities? This Notion template is designed to make your Salesforce discovery process efficient, structured, and value-driven.

🔹 Who is this for?
✔️ Solution Engineers & Architects
✔️ Business Analysts & CRM Consultants
✔️ Sales & Marketing Teams
✔️ IT & Operations Leaders

✨ What’s Inside?

✅ Business Goals & Success Metrics – Align Salesforce implementation with business objectives
✅ Pain Points & Process Gaps – Identify inefficiencies & impact areas
✅ Salesforce Features Needed – Standard vs. custom functionalities for your use cases
✅ Use Case Library – Pre-built industry-specific use cases
✅ Custom Objects & Fields Mapping – Define & track data structures
✅ Integration Requirements – Capture external system dependencies
✅ Implementation & Next Steps – Assign owners, track progress, and ensure execution

💡 Bonus: Comes with pre-set dropdowns, Kanban views, and action tracking for easy filtering & execution!

🚀 Take your Salesforce discovery process to the next level with this structured, high-value Notion template! Get instant access now.