implementation

building salesforce your team can use from day one.

from plan to platform

implementation is where the plan becomes the system.

by this stage, the business need is understood. the requirements are agreed. the next step is to turn that thinking into a working salesforce setup.

customer information, opportunities, sales activity, approvals, updates, and reports should come together in one place.

your team should know where to work, what to update, what to follow, and what needs attention.

that is what a good implementation should make possible.

built for everyday use

salesforce should not feel unfamiliar on go-live day.

dotts builds around the agreed process, prepares the setup for daily work, and helps teams understand how to use what has been implemented.

requirements to user stories
workflows & automation
data, access & reports
testing & go-live readiness

requirements to user stories

workflows & automation

data, access & reports

testing & go-live readiness

good to know

common questions related to implementation

when is the right time to start implementation?

implementation should start once the business need is clear, the requirements are agreed, and everyone knows what Salesforce needs to support.

what does dotts handle during implementation?

dotts turns the agreed requirements into the actual salesforce setup — including user stories, workflows, access, reports, dashboards, automation, testing, and go-live readiness.

will our team be involved during uat?

yes. your team reviews the setup, tests real scenarios, shares feedback, and confirms whether salesforce supports the way they need to work.

what happens if something changes during implementation?

dotts reviews the impact before making changes, because one change can affect workflows, reports, access, automation, timelines, and go-live readiness.

what happens after go-live?

after go-live, dotts can continue with support, fixes, improvements, user assistance, reports, automation changes, and long-term salesforce growth.

got more questions?

reach us in mail book a call