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.


  • Up and running in days not months

  • Done right the first time, quickly, using industry best practices with expert knowledge

  • Our Project Methodology


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


Contact us to accelerate your Salesforce performance.