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Salesforce Scheduler


Completion Timeline - 4 Weeks

Project Kickoff and Business Process Reviews

We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Salesforce Scheduler Setup

We’ll conduct two business process reviews to discuss and plan the configuration of scheduler. We’ll setup locations, hours, resources, teams, and skills for internal scheduling.

Salesforce Training

We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

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