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Salesforce Training

We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.

Service Cloud Quick Start Package


Completion Timeline - 4 Weeks

Project Kickoff and Business Process Reviews

We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

Account Setup

We’ll configure and create fields on accounts — your customer base.

Service Cloud Console Setup

We’ll configure the Service Cloud Console including all components, lists, buttons or quick action links necessary.

Case Setup

We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets.

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