S-Docs Premium Quick Start
Project: 70 hours
Timeframe: 4 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
- Create Flow Automation
Industries:
- Financial Services
- IT and Computing
- Retail / E-Commerce
- Manufacturing
- Healthcare
- Construction
- Education
Pricing: £8,300
Discovery/Design
Time: 2.5 hours
- Discover Scope of Project
- Assess Project Requirements
- Get overview of Document Templates
- Define Goals
Development
Time: 50 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 5 simple templates to be built)
- Debug Templates and generation process
- Add short cuts to lightning app pages and update layout
- Build one Flow automation to speed up document generation process and extend functionality
Validation
Time: 7.5 hours
- Admin Training
- User Training
User Training
Time: 5 hours
- Admin Training
- User Training
Post Go-Live
Time: 5 hours
- Post Go Live Support
- Bug Fixes