Salesforce Quick Starts

Fast, Affordable, Salesforce Setup

By Certified, U.S.-Based Experts

What's 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