Salesforce Service Cloud Quickstart
Get up on Salesforce Service Cloud in a few weeks. Includes product configuration to suit your organization & personalized training from a certified expert
Service Cloud Quickstart from $4,200
silver
3-6 week implementation
Set up users & field and object security
Optimize user interface based on client needs
Configure Accounts and Contacts
Set up email to case and web to case
Set up one case type, optimize existing picklist fields
Create custom case fields as needed
Set up Case Assignment and Case Queue
Set up email sync with Outlook or Gmail
Email Templates
Duplicate record management
Reports and Dashboards
Two hours of User training
Two hours Salesforce admin training
gold
6-8 week implementation
All Silver features plus
Additional case types
Service console
Case escalation and SLA
Set up Service Contracts and Assets
Custom objects and relationships
Custom object record types
Data validation rules
Business process automation
Approval processes
Set up Marketing Campaigns
Additional reports and dashboards
platinum
8 week+ implementation
All Silver and Gold features plus
Service Cloud Voice
Customer Portal
Chat and chatbots
SMS integration
Knowledge base
Accounting system integration
Donor platform integration
Record level security and sharing
Payment Processing
Advanced business process automation
What's Included
Looking beyond implementation services? We offer integration, custom development, training and support for Service Cloud.
