5 Day Quickstart Implementation Package
$5,000.00 – $6,235.00
Our 5 Day Quickstart Implementation Package is an end-to-end solution to get your business started on the Salesforce platform and is tailored to the Salesforce Cloud solution that meets your business requirements. By leveraging our 5 Day Quickstart solution, your organization will reap the cost benefits of a Salesforce application that is ready to go on Day 1.
See the Additional Information tab below for more.
Our solution includes:
- Discovery
- Configuration
- Reporting & Analytics
- Data Management
- Training
- Post-Go-Live Support
- Project Management
Package Details
Discovery
- Business Process Mapping
- Custom Requirements Discovery
Configuration
- Security Model Setup – OWD, Accessibility, Login, and Access restrictions
- User Setup – Role Hierarchy, Profile Setup, User creation, Public Groups, Queues. Note: Up to 5 users (Note: Custom Profiles are not available in Group & Professional editions)
- Custom Fields – Up to 12 on Standard Objects using standard layouts
- Custom Objects – 2 Custom Objects. 12 Custom Fields each
- Page Layouts – Page Layout Changes to up to 4 Standard Objects (Typically Accounts, Contacts, Leads and Opportunities)
- List Views – Up to 6 Total
- Validation Rules – Up to 2 per Object
- Workflow Rules – 2 Workflow Rules across 2 Objects. Created using Process Builder (excludes Outbound Messaging and only applicable to Professional Edition)
- Assignment Rules – 2 Assignment Rules (Only available on Leads)
- Approval Processes – 2 Approval Processes available on 1 Custom Object and all standard Objects; either group or individual approvals
- Custom Links – Up to 2 Custom Links
- Communications Templates – 2 Custom Mail Merge templates with fields to be provided by client
Reporting & Analytics
- Custom Reports – 3 Reports developed using Report Builder
- Custom Dashboard – Up to 1 custom Dashboard
- Reports Refresh – Using the standard Salesforce feature
Data Management
- Data import from a predefined CSV file
- Accounts, Contacts, and Leads
- Note: Imported data is furnished, cleaned, and modified by the customer
Training
- End User training on the functionality of the implementation Salesforce basic functionality
- Using your customizations
- Building Reports & Dashboards
- Setting up List Views, Custom Fields, etc.
Support
- 3 Hours of Post Implementation Support
- To be used within 1 week after implementation is completed