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Roadmap by Mind Map: Roadmap

1. SFDC Setup Tasks

1.1. 1 Month

1.1.1. Users

1.1.2. Profiles

1.1.3. Roles

1.1.4. Permission Sets

1.1.5. Kickoff

2. Install UPS Integration App

2.1. 2 Months

3. Install Authorize.net Integration App

3.1. 2 Months

4. Integrate Ecommerce Orders into SFDc

4.1. 2 Months

5. Integrate SAP Tasks

5.1. 3 Months

5.1.1. SAP/SF Accounts

5.1.2. SAP/SF Contacts

5.1.3. SAP/SF Product Catalog

5.1.4. SAP/SF Orders

6. Configuration Tasks

6.1. 1 Month

6.1.1. Live Chat

6.1.2. SMS Chat

6.1.3. Leads

6.1.4. Accounts

6.1.5. Contacts

6.1.6. Opportunities

6.1.7. Products

6.1.8. Pricebook

6.1.9. DLS Phone Integration

6.1.10. System Email Settings

6.1.11. RMA

6.2. 2 Months

6.2.1. Case Management

6.2.2. Lead Queues

6.2.3. Case Queues

6.2.4. Opportunity Queues

6.2.5. Commissions

6.3. 4 Months

6.3.1. PDF Templates - Quotes

7. Configure CPQ

7.1. 2 Months

7.1.1. Product Bundles

7.1.2. Features

7.1.3. Options

7.1.4. Discount Schedules

7.1.5. Summary Variables

8. Build TaxJar API Integration

8.1. 3 Months

9. Complete Data Integration Field Mapping

9.1. 1 Month