S-Docs Plus Quick Start
Project: 45 hours
Timeframe: 3 weeks
Product Overview:
- Set up S-Docs in Salesforce Org
- Assign Permission Sets and Profiles
- Build S-Doc Templates
- Add short cut buttons
- Update Lightning Pages
Industries:
- Financial Services
- IT and Computing
- Retail / E-Commerce
- Manufacturing
- Healthcare
- Construction
- Education
Pricing: £5,300
Discovery/Design
Time: 2.5 hours
- Discover Scope of Project
- Assess Project Requirements
- Get overview of Document Templates
- Define Goals
Development
Time: 30 hours
- Install and Implement the S-Docs app in Salesforce
- Link S-Docs to the required Objects
- Build Templates for automated document generation (development time normally allows for 3 templates to be built)
- Debug Templates and generation process
- Add short cuts to lightning app pages and update layout
Validation
Time: 5 hours
- Confirmation that templates, workflows and applications are working as expected
- User Acceptance Testing to ensure requirements are met
User Training
Time: 2.5 hours
- Admin Training
- User Training
Post Go-Live
Time: 5 hours
- Post Go Live Support
- Bug Fixes