Derflinger Media and Productions Migration to Salesforce

I am migrating an existing CRM for a fictitious production company in this project. This project includes creating a custom Salesforce org to fit the company’s needs.

The setup of the Custom Salesforce Org requirements:

  • Enabling of Person Accounts
  • Creation of Record Types
  • Creation of Custom Objects
  • Creation of Global Picklist
  • Exporting data from existing CRM
  • Importing data to new Salesforce Org
  • Creation of User Profiles
  • Creating Page Layouts
  • Creating Automation for basic Business Processes