Salesforce Service Cloud Jumpstart Package
Highlights
Duration
3 Weeks
Fee
$5000
Team
1 Project Manager, 1 Business Analyst, 1 SF Developer and 1 Quality Analyst
Benefits
- Quick and Direct Feature Access
- 360 Deg view of Customer Data
- Automate Time - Consuming Tasks
- Enhanced Analytics & Reporting
CONFIGURATIONS
- Accounts, Contact: Record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views.
- Case: up to 5 sales process, record types, up to 20 custom fields, validation rules, layouts, up to 5 list views
- Roles: Configure case contact roles, case team roles, and predefined teams
- User Permissions & Setup: Create users, Assign out of the box standard profiles.
- 60 minute training session with client on user creation and out of the box profile assignments
- Data Import of records is supported for Leads, Accounts, Contacts, Cases with predefined CSV format.
- Up to 3 Dashboards to visualize different KPIs at different levels, including required source reports.
- Dedicated Point of Contact monitoring, supervision, and control.
- Up to 5 Workflows for improving Business Process Automation
- Up to 2 Validation rules on Accounts, Contact & Case Objects
- Configure email template for cases-related communication.
WHAT IS INCLUDED?
- Requirement Meetings: Up to 4 hrs (Remote)
- Business Scope: Accounts, Contacts, Cases Pipeline
- Comprehensive Roll-Out Plan
- 90 Minute end-to-end Training on the Deployment
Talk to our experts!
Our Address:
India
35/B, 2nd Floor Potential House, 1st Main Road, 3rd Phase J.P. Nagar, Bengaluru, Karnataka. 560078
USA
16192 Coastal Highway Lewes, Delaware 19958