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
Trinidad and Tobago
18, Scott Bushe Street, Port of Spain