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Salesforce Service Cloud Quickstart

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


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


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


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. 

Important Considerations

Related Success Stories

Migrated Northwoods from Microsoft Dynamics CRM ​to Salesforce Service Cloud CRM with a custom Lightning Community as a customer portal.

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