Area,Question,Your Answer,Impact on Effort
Users,How many users and which teams (sales / service / marketing)?,,More roles = more setup and training
Clouds,Which Salesforce products do you need?,,Each cloud adds configuration
Processes,Which 3 processes matter most?,,Defines the core scope
Data,Where does your data live today and how many records?,,Messy or large data adds migration effort
Integrations,Which systems must connect to Salesforce?,,Custom/real-time integrations add effort
Reporting,What reports and dashboards does leadership need?,,Complex forecasting adds effort
AI,Any AI use cases (emails / summaries / routing)?,,Start with one use case
Timeline,Target go-live date?,,Tight dates may need phasing