Telecom Salesforce Setup Assistance

Overview

I have licensed Salesforce for a telecoms company and need the environment configured to mirror our sales, provisioning, billing and support processes. The current org is vanilla; the first step is to map the customer lifecycle—lead, opportunity, order, service activation, ongoing support—and translate that into custom objects, fields, record types, flows and approval processes suitable for a telecom operation.

Responsibilities

• Design and implement a data model that reflects the telecom customer lifecycle with custom objects, fields, and record types.
• Create automation (flows, approvals) and appropriate page layouts that support sales, provisioning, billing and support processes.
• cleanse, deduplicate and migrate data from spreadsheets and a legacy billing portal into Salesforce to ensure complete and reliable customer records from day one.
• Develop dashboards and reports for real-time visibility into sales pipeline, churn, ARPU and ticket volume.
• Explore and implement basic integrations to external tools (e.g., billing API, support platform, marketing system) to provide a unified view across systems.
• Deliver testable outputs: a configured Salesforce org, successful data migration with spot checks, at least five core dashboards (sales, provisioning status, open tickets, revenue, churn), a basic integration PoC, admin guide and a one-hour walkthrough.

Qualifications & Experience

• Experience configuring Salesforce for telecoms or subscription-based environments.
• Familiarity with objects such as Product/Price Book, CPQ, Service Cloud, Flow Builder and API integrations.
• Ability to map customer lifecycles into custom objects and automated processes.
• Strong data migration skills including cleansing, deduplication, and validation against source data.

Deliverables

• Configured Salesforce org with telecom-specific objects, automation and page layouts.
• Data migration with spot-checked accuracy against source files.
• At least five core dashboards: sales, provisioning status, open tickets, revenue, churn.
• Basic integration proof-of-concept for one external system (API or packaged connector).
• Admin guide and a one-hour walkthrough call for knowledge transfer.

Sandbox access will be provided immediately. I am ready to start as soon as you outline your approach and timeline.

Note: If you have prior experience delivering Salesforce solutions for telecom or subscription-based environments, please highlight it in your proposal.

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