salesforce service cloud quickstart implementations

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Discovery / Business Process Review

Configure up to 10 Users

Case Assignment and Queues

Case Escalation

Email to Case and Web to Case Setup

8 Custom Reports and Dashboard Components

Custom Dashboard on Homee Page

4 Email Templates

2 Hours User Training

Optimize Lightning Page Layouts

Configure Accounts, Contacts and Cases



All Silver Features plus

12 Custom Reports and Dashboard Components

1 Custom User Profile

3 Data Validation Rules

3 Custom Process Builder Automations or Approval Processes

1 Custom Object and Relationship

Implement Assets to track client product and license purchases

Implement Contracts for Service Contracts or Warranties

2 Hours Admin Training

Free Salesforce Service Cloud

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Go Live with Service Cloud in Two Weeks!

Whether you are new to Salesforce or you would like to add Service Cloud on to your existing Salesforce platform, our Salesforce QuickStart implementations are the best way to quickly get started with the Salesforce Service Cloud and start seeing a return on your Service Cloud investment.

Our certified professionals get to know your company and map your customer service and support requirements to Salesforce Service Cloud functionality, following Salesforce best practices.

What's included in our Salesforce Service Cloud QuickStart packages

After we review your customer service and support requirements, we create an implementation plan, which we review with you to ensure that we account for all of your requirements.

All QuickStart packages include:

  • User Configuration

  • Create a custom branded home page

  • Set up Salesforce activities- Tasks, Events, Email

  • Set up and customize Accounts and Contacts

  • Create custom email templates

  • Design custom reports

  • Configure 2 custom dashboards- one for support staff and one for supervisors

  • Configure Case Queues, Case Assignment Rules, Case Escalation Rules

  • Set up the Service console in either the Lightning or Classic interface

  • Generate the Web to Case code to give to your web developer

  • Implement email-to-case functionality

After everything is set up, tested and working correctly we then import data you have for accounts, contacts or cases (provided you are using Salesforce Enterprise Edition and the data is in CSV files).

Finally, we hand off your new Salesforce Service Cloud implementation to you with a two hour in-person or web based training session. 

What happens after the Service Cloud QuickStart is completed?


After implementation, we recommend that you subscribe to our Salesforce Cloud Advisor program. This ensures that as your company grows and evolves, your Service Cloud implementation will too. We will handle administration, customization and configuration of the Salesforce Service Cloud so you can focus on growing your business!