SalesForce® Lightning Experience QuickStart

Lightning Logo.png

What is Salesforce Customer Community?

Salesforce Lightning Experience (LEX) is a radically different CRM platform that provides an advanced user interface, a framework for creating personalized experiences, and the ability to build powerful business applications. With Salesforce focusing development and support resources on the company’s Lightning platform, it is imperative that enterprises still running Salesforce Classic make the move to Lightning.

Salesforce has started to force migrate their clients to LEX if they deemed your organization can be easily ported without any significant technical issues. By the end of next year Salesforce has ambitious plans to push customers into Lightning even if you are not fully prepared.

By engaging with Velocity, you gain a trusted partner and advisor to guide you on your adoption of Salesforce Lightning. Velocity will perform an assessment and deliver an evaluation that identifies and quantifies what you need to upgrade. We then develop a targeted roadmap to guide your Lightning adoption and ensure readiness to move your clouds to the upgraded platform.

KEY BENEFITS:

  • Review of current configurations and risks

  • Definition of optimal approaches to customizations

  • Development of a Salesforce Lightning Adoption Roadmap

  • Workshops for user education and training

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 the Community Cloud for your customers, users and partners. 

Salesforce® Configuration
Once we’ve confirmed all the details from the discovery session, our consultants will proceed to configure the Community Cloud Portal. 

A QuickStart initialization includes configuration of the following Salesforce® components:

  • Create Community using a standard template

  • Set Up Custom Community URL (https://Community.YourCompanyName.com)

  • Apply Company Logo & Color Scheme

  • Set up Landing Tab or Page

  • Configure Security for Data Visibility

  • Profile, Object & Field Level Security

  • Set up 3 Community pages for Standard and Custom objects

  • Set up self help Knowledge (if knowledge is enabled in Salesforce) area

  • Configure chatter for customers and partners

  • Internal User Training

  • Customer User Guide

  • Lead or Case Assignment Rules

  • Post Implementation Support

Finally, we hand off your new Customer Community platform to you with an intensive two hour in-person or web based training session.

WHAT’S HAPPENS POST INSTALLATION?

After installation is complete we proceed into our warranty phase. Through our OnDemand division, should you want to change or continue enhancing your Salesforce Community, we’ll be there on an as needed/as required basis. We can handle administration, customization and configuration requests for your Community so you can focus on growing your business.

Total Price: $4,550.00


ARE YOU READY TO TAKE THE NEXT STEP? 

Contact us to accelerate your Salesforce performance.

Success@VelocityWerx.com