Sales Cloud Lite Quick Start
Project: 40 hours
Timeframe: 3 weeks
Product Overview:
- Set up Org ready to be used
- Set up Users for the Org
- Assign Profiles and role hierarchy
- Set up Account, Lead and Opportunity Objects
- User Training
Industries:
- Financial Services
- IT and Computing
- Retail / E-Commerce
- Manufacturing
- Healthcare
- Construction
- Education
Pricing: £5,000
Discovery and Design
Time: 2.5 hours
- Discover Scope of Project
- Assess Project Requirements
- Define Goals
Development
Time: 25 hours
- Configure Profiles and Role Hierarchy
- Customise Objects and Fields
- Create and assign Permission Sets
- Set up Record Types and Lightning App Pages
Validation
Time: 2.5 hours
- Confirmation that org, workflows and applications are working as expected
- User Acceptance Testing to ensure requirements are met
User Training
Time: 5 hours
- Admin Training
- User Training
Post Go-Live
Time: 5 hours
- Post Go Live Support
- Bug Fixes