salesforce-setup

# Salesforce Setup ## Overview Salesforce is the enterprise CRM standard. It's infinitely customizable and infinitely misconfigurable. This skill covers GTM-specific Salesforce setup: object model for B2B SaaS, opportunity pipelines, lead management, Flows automation, reporting, and enrichment integration. Designed for teams that have outgrown HubSpot or require enterprise-grade customization. ## Authoritative Foundations - **Salesforce Architecture — Lead/Account/Contact/Opportunity** — Opportunity stages, forecasting categories, and RevOps object hygiene. - **Marc Benioff — Trust selling, land-and-expand, customer success in CRM** — Trust selling, land-and-expand, customer success in CRM - **Force.com Platform — Flows, validation, reporting** — Flows, validation, reporting ## When to Use - "Set up Salesforce for our sales team" - "Configure Salesforce opportunity pipeline" - "Set up Salesforce Flows automation" - "Build Salesforce reports and dashboards" - "Migrate from HubSpot to Salesforce" ## Step-by-Step Process Load **crm-toolkit** first — crm-selection, contacts-vs-leads (**Lead vs Contact** decision), salesforce-blueprint, and implementation-partners (Salesforce almost always needs SI help). ### Phase 1: Object Model Standard B2B SaaS object hierarchy: Lead → Account → Contact → Opportunity. **Contacts vs leads:** Use the **Lead** object when SDRs qualify inbound before opportunities exist. Convert Lead → Account + Contact + (optional) Opportunity. Skip Le...