Primary Contact
Primary Contact
Duration: 3 weeks
Team Size: 5 cross-functional support
Tools Used: JIRA, Salesforce, Microsoft Office, Mockups
Led an internal initiative to enhance Salesforce by implementing a Primary Contact Validation feature, ensuring each client account has a designated primary contact to streamline communication and improve operational clarity across the organization.
Gathered and documented business requirements by interviewing internal stakeholders and understanding system use cases.
Facilitated communication between business users and developers to ensure alignment on technical needs and expected behavior.
Created mockups and validation rules to guide development and ensure clarity in design.
Performed quality assurance testing post-development to confirm functionality matched requirements and met acceptance criteria.
Engaged hesitant user groups to demonstrate the value of the validation feature and improve adoption.
Outcome: The outcome of the project was the successful integration of the primacy contact validation feature into Salesforce. This enhancement improved the accessibility and clarity of client accounts by ensuring each account had a designated primary contact, which streamlined communication and operations for the client and our organization.