SalesForce® QuickStart
You just signed up for a new Salesforce® service. Congratulations! Now what? There is a lot to do to get the basics up and running for Salesforce® to be functional. Velocity can get you up and running very quickly.
KEY BENEFITS:
Up and running in days not months
Done right the first time, quickly, using industry best practices with expert knowledge
WHAT’S INCLUDED?
Discovery Session
Using a structured agenda, our consultants facilitate a requirements gathering session to quickly learn how your business operates and how it will be using Salesforce®.
Salesforce® Configuration
Once we’ve confirmed all the details from the discovery session, our consultants will proceed to configure Salesforce®.
A QuickStart initialization includes configuration of the following Salesforce® components:
Enable Lightning Experience User Interface.
Company Defaults - Default Locale, Timezone and Currencies, etc.
Configure Business Hours, Fiscal Yearend, Holidays and Language Settings
Design Roles and Profiles
Default Object Security - Organizational Wide Defaults
Create System Users
Enable Country and Province Picklist
Establish Password Policies
Schedule Regular Backups
Implement the "Power of 1" Formula
Configure Session Settings
Set Up Trusted IP Ranges
Configure Custom Domain, Login Page and Logo
Create Default Communication Template with Company Logo
Duplicate Management Configuration
Default Standard User Interface Settings
Google Apps Integration
Outlook for Salesforce Default Configuration
Create User Adoption Dashboard and Reports
Set Up Chatter Defaults and Company Groups
Review and Implement Critical Updates.
Create Your First Sandbox
Total Price: $3,550.00
* Discounted for non-profits
ARE YOU READY TO TAKE THE NEXT STEP?
Contact us to accelerate your Salesforce performance.