Specifications include, but are not limited to: Discovery: - General business process, security and data architecture, analytics, and data migration discovery will inform Salesforce CRM implementation as follows in the section below. Set-Up: - Organizational Set-up o Institution profile o Custom applications o Home page layouts o Search settings o User interface settings o User login o MyDomain set-up Note: Includes configuration of at 1 home page and at least one custom application. - User/Security Management Set-up o User configuration o Roles/hierarchy set-up o Custom profiles o Permission sets o Public groups o Organization-wide sharing model o Custom sharing rules o Password/session/login policies Core Objects: - Account/Contact Management Set-up o Account fields o Account page layouts o Account validation rules o Account button/links/actions o Account record types o Account custom views o Contact fields o Contact page layouts o Contact validation rules o Contact buttons/links/actions o Contact record types o Contact custom views. Notes: Account record types may include (i) participant household, (ii) department, (iii-v) TBD following discovery. Contact record types may include (i) participant, (ii) faculty, (iii-v) TBD following discovery. - Custom Objects Set-up o Custom objects o Custom fields o Page layouts o Validation rules o Custom buttons/links/actions o Custom objects views. Notes: For general utility purposes which may include: (i) Studies, (ii) Referrals, (iii) Participation in Study, (iv) Survey, (v) Survey Response, (vi-x) TBD. Data architecture TBD following discovery.
