How would you approach the first two weeks of a Salesforce project where the client has a budget and a deadline but no documented requirements?
Suggested answer
1. Start with the business case, not the backlog. I would ask the sponsor what measurable outcome justified the budget, because that single answer frames every prioritisation decision that follows.
2. Run a stakeholder identification exercise and build a RACI plus an influence/interest grid, so I know who decides, who advises, and who simply needs updates.
3. Review the existing org: objects in use, active automation, report usage, field population, and installed packages. This tells me what I am building on top of and where the technical debt sits.
4. Run focused discovery sessions per business area, mapping the current-state process and capturing pain points with role, frequency, and quantified impact.
5. End the two weeks with a playback session: a current-state summary, a prioritised pain point list, a draft success metric per objective, and an explicit list of assumptions and open questions. The playback is what converts my interpretation into an agreed baseline.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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