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