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Salesforce Quick Start Package
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$3,000.00
- Discover business goals and processes with customer.
- Set up and customize Lead, opportunity, Account and contact objects.
- Setup Lead to opportunity record types and business process.
- Setup up to 15 reports and 2 dashboards.
- Data import up to 50,000 records in lead, opportunity, account and contact objects. (Data will be provided in CSV format by the client.)
- Up to 5 Email alert setup.
- Training about Salesforce Lead, opportunity, Account and contact objects.
- Salesforce Org Configuration
- User Configuration, basic sharing and security
- Setup Page Layout andList View Customization
- Web to Lead Capture from your website and automatically assignment.
- Configure Products and Pricebooks.
- Configure Einstein Activity Capture
- Create simple validation rules for data.
- Set up duplicate rules
- Add client branding
- Remove unneeded tabs and fields
