SALES CLOUD SETUPS

Hit the ground running with CentralApp’s Quickstart packages.

Setups include configuration, tech support, and training —

all for one low price!

We also offer Quickstarts for Service, Pardot, Marketing, Essentials, Commerce, Non Profit Cloud, Experience and 360 Platform!

15-day turn around

Competitive Pricing!

Certified US Based Pros

OUR PROCESS

We’ll get you up and running in 15 business days!*

We’ll pair you with a project manager who will work with you to identify your needs.

We’ll work with you to refine and finalize changes.

We’ll provide you with a live demo of completed customizations for testing.

We’ll conduct a customized 1-hour online training for your users.

At project closeout, we’ll provide: 

Documentation of customizations 

Video tutorials for key features/customizations

A roadmap with recommendations for future success

*Dependent on prompt customer feedback

WHATS INCLUDED

Included

• New Lightning org setup, production only
• Lead to opportunity process definition & setup
• Role hierarchy setup
• 2-page layouts with up to 2 record types per standard object (Leads, Accounts, Contacts, Opportunities)
• Activity and task configuration
• 1 lead assignment rule
• Basic data import (Leads, Accounts, Contacts)
• 4 custom list views, 1 dashboard, up to 5 reports
• 1-hour online training session and documentation with video tutorials/instructions
• Roadmap document/recommendations
• Automation (2 process builder processes)

Not Included

• Integration into back-office systems
• Custom development
• Data export and cleansing
• Mail/calendar connectors
• Installation or configuration of AppExchange apps
• Travel onsite
• Any additional clouds or applications (Service, Community, CPQ, etc.)
• Salesforce1 mobile configuration