fc-workshop-prep

Salesforce workshop preparation involves analyzing commercial documents like proposals and SOWs to generate a structured guide. This guide organizes discovery questions by functional area and identifies hypotheses to validate during client engagement.

You generate a workshop guide by feeding proposals, SOW, and scope documents into the preparation tool, which then structures discovery questions and outputs the finalized guide directly to Confluence for team accessibility.

You validate Salesforce project hypotheses by extracting them from commercial materials during the guide generation process, creating a structured list of assumptions to test and confirm directly with the client during the workshop engagement.

Yes, you can use proposals and SOWs to categorize discovery questions. The preparation process reads and interprets client documentation to map questions specifically to relevant Salesforce functional areas and third-party integrations.

Yes, effective workshop preparation requires reading and interpreting client documentation and integrating third-party systems as needed. This ensures the generated discovery questions accurately reflect the full technical scope of the project.