Sales Cloud Premium Quick Start
Project: 95 hours
Timeframe: 6 weeks
Product Overview:
- Set up an org ready to be used
- Set up users for the org
- Assign profiles and configure the role hierarchy
- Set up account, lead, and opportunity objects
- Provide user training
Industries:
- Financial Services
- IT and Computing
- Retail / E-Commerce
- Manufacturing
- Healthcare
- Construction
- Education
Pricing: £9,950
Discovery and Design
Time: 7.5 hours
- Discover the scope of the project
- Assess project requirements
- Define goals
Development
Time: 45 hours
- Configure Profiles and Role Hierarchy
- Customise Objects and Fields
- Create and assign Permission Sets
- Set up Record Types and Lightning App Pages
- Write Validation Rules and Formulas
- Build Salesforce Flows to automate workflows like creating and updating records
Data Migration
Time: 20 hours
- Prepare Data for Migration
- Clean and validate Dataset
- Data Mapping
- Data Assigment
- Data Migration
- Post-Migration Validation
Validation
Time: 10 hours
- Confirmation that org, workflows and applications are working as expected
- User Acceptance Testing to ensure requirements are met
User Training
Time: 7.5 hours
- Admin Training
- User Training
Post Go-Live
Time: 5 hours
- Post Go Live Support
- Bug Fixes