salesforce experience cloud quickstart implementation
What is Salesforce Customer Experience Cloud?
Salesforce Experience Cloud (formerly Communities) is geared towards customer support, It is a one-stop, self-service shop for your customers and partners. Members can log into find answers, connect with one another to share experiences and resolve issues with the help of the Knowledge library. Partners and clients can also be given access to Salesforce Standard and Custom Object data.
Go Live with Experience Cloud in One Week!
The Summit Technologies Experience Cloud QuickStart implementation is the best way to quickly get started with Experience Cloud and receive a fast return on your investment. This is a very basic QuickStart to get a Portal up and running using the an out of the box template. It does not include the use of VisualForce pages.
Summit Technologies has a great deal of experience performing custom Experience Cloud implementations, but due to the unique nature of each one, we would need to discuss your needs before submitting a proposal.
Our Salesforce™ Certified professionals get to know your company and map your requirements to Customer Community functionality, following best practices.
What's included in our Experience Cloud QuickStart package?
After we review your requirements, we create an implementation plan, which we review with you to ensure that we account for all of your requirements.
We then get to work customizing Customer Community to your requirements including:
Set Up Custom Portal URL
Apply Company Logo & Color Scheme
Set up Landing Tab or Page
Configure Security for Data Visibility
Profile, Object & Field Level Security
Set up Community pages for up to 5 Standard or Custom objects
Set up self help Knowledge area up to 5 topics (Knowledge article creation not included)
Configure Chatter for customers and partners
Internal Administrator Training
Finally, we hand off your new Customer Community platform to you with an intensive two hour in-person or web based training session.
What happens after the Experience Cloud QuickStart implementation is completed?
After implementation, we recommend that you subscribe to our Experience Cloud Managed Services program. This ensures that as your company grows and evolves, your Experience Cloud will too. We will handle administration, customization and configuration of Experience Cloud so you can focus on growing your business!
Customer Community Quickstart
Discovery / Business Process Review
Set Up Community URL
Apply Company Logo and Color Scheme
Set up Landing / Home Page
Configure security for CRM data visibility in Community
Custom Community Profile
Internal User Training
Community List Views
Create up to 6 Community pages for Standard and Custom objects
Allow Community users to create simple Cases