Salesforce Service Cloud Quickstart Implementation Services


Our Service Cloud Quickstart Implementation program is designed for companies who have just purchased Salesforce Service Cloud.  This program is designed to get you up and running with Service Cloud quickly shortening your time to value.

Service Cloud Quickstart Details
Project Management
  • Dedicated Project Point of Contact
  • Project Kick-off Call
  • Project Wrap-up Call
  • Status Review Meetings
Discovery & Design
  • Discovery Session
  • Business Requirement Document Development
Salesforce Configuration
  • Home Page Setup
  • Account & Contact Setup to Include:
    • Custom Fields
    • Custom List Views
    • Record Type Setup
    • Validation rules
  • Case Setup to Include:
    • Assignment Rules
    • Queue Setup
  • Activities Setup to Include:
    • Custom Fields
Email Setup
  • Letterhead
  • Email Templates
  • Custom Reports
  • Dashboards
  • End-User Training
  • Admin Training