Salesforce Quick Starts

Fast, Affordable, Salesforce Setup

By Certified Experts Based in the U.S. 

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Hit the ground running with CentralApp’s Quick Start packages.

Setup includes configuration, tech support, and training —

all for one low price!

We also offer Quick Starts for Service Cloud, Marketing Cloud Account Engagement, Marketing Cloud, Essentials, Commerce Cloud, Non Profit Cloud, Experience Cloud and 360 Platform!

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20-day turn around

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Competitive Pricing!

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Certified, US Pros

OUR PROCESS

We’ll get you up and running in 20 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

Sales Cloud Quick Start Request Form

WHAT'S INCLUDED?

Included

  • New Lightning org setup, production only
  • Lead to opportunity process definition & setup
  • Role hierarchy setup
  • 1 lightning page customization per standard object (Leads, Accounts, Contacts, Opportunities)
  • 1 dynamic page customization per standard object (Leads, Accounts, Contacts, Opportunities)
  • Activity and task configuration
  • 1 lead assignment rule
  • 1 web-to-lead rule
  • 3 Flows with up to three steps each
  • Basic data import - max 10,000 records/object (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

Add-on items

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