Create public groups for extended team members and allow the sales representative to assign
manual sharing on their opportunities.

Define a sharing rule for each lead sales representative to assign appropriate access for all
extended team members.

Configure default opportunity teams for all lead sales representatives with team selling enabled.

Enable Chatter to have the lead sales representative facilitate collaboration through sales team
swarming.

Create a custom field on opportunity to flag and report on these sales.

Create an opportunity record type and sales process for reporting on these deals.

Create a separate page layout and report to flag and report on these deals.

Add “upsell” as a stage and create a summary by opportunity stage.

Modify the profile for sales directors to enable the “Modify All” object permission for
opportunities.

Change the field-level security for sales representatives to restrict field access based on the sales
stage.

Create a validation rule to enforce field access based on the sales stage and a custom permission.

Create a workflow rule to enable field access for sales directors based on the sales stage.

Create the appropriate list views and report folders in the Partner Communities for all partner
users.

Create a new tab in the Partner Communities to display the appropriate list views and report
folders.

Create a Chatter group that allows partners to post links to appropriate list views and reports.

Create the appropriate list views and report folders, and share with all partner users.

Upload the leads to Data.com to remove the duplicates and select the option to have them
automatically imported.

Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential
duplicate lead records.

Upload the leads using Data Loader and enable the “Find Duplicates” setting to prevent duplicate
records.

Upload the leads using Data Import Wizard and select the appropriate field to match duplicates
against existing records.

Use a validation rule on opportunity products to prevent them from adding products marked as
required certification if they are NOT certified.

Use a validation rule on products marked as requiring certification to prevent them from being
added to an opportunity.

Use a criteria-based sharing rule on products marked as requiring certification to only share the
products to users who are certified.

Use a separate price book for the products requiring certification and only share the price book to
users who are certified.

Create a custom field on the Lead, Account, and Contact objects and configure mapping of these
two field for conversion. Use a trigger to update the Contact field with the Account value.

Create a custom field on the Lead and Account objects. Create a custom formula field on the
Contact object to pull the value from the Account object.

Create a custom field on the Lead and Account objects and configure mapping of these two fields
for conversion. Create a custom formula field on the Contact object to pull value form the Account
object.

Create a custom field on the Lead and Account objects and configure mapping of these two fields
for conversion. Create a custom formula field on the Account object to pull value form the Contact
object.