Financial Services Cloud Quick Start Package

Financial Services Cloud Quick Start Package



Completion Timeline:
Approximately 2 Weeks

Call +1 (289) 937-1775 or
for more information.


Project Kickoff and Business Process Reviews

  • During the project kickoff, we will discuss your final objectives for Salesforce and develop a customization plan tailored to your specific process.

Household Setup

  • We will configure households to store household and family data, facilitating marketing campaigns and reporting.

Contact Setup

  • The setup will include configuring contacts to manage individual client goals, objectives, and timelines related to the services you are offering.

Opportunity Setup

  • We will configure opportunities for efficient deal-tracking, enabling you to manage the pipeline with a high level of detail.

Financial Accounts Setup

  • The financial account record will be configured to allow for tracking daily balances, NAV (Net Asset Value), asset class, and other essential information.

Salesforce Training

  • To ensure a smooth and successful implementation, we offer a custom one-hour webinar training session tailored to your Salesforce application.