Service Cloud Quick Start Package

Service Cloud Quick Start Package



Completion Timeline:
Approximately 1 Week

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


Project Kickoff and Business Process Reviews

  • At the project kickoff, we will discuss your finalized objectives for Salesforce, along with creating a customization plan for your sales process.

Account Setup

  • We will configure and create fields on accounts to effectively manage your customer base.

Service Cloud Console Setup

  • Our team will configure the Service Cloud Console, incorporating all necessary components, lists, buttons, or quick action links.

Case Setup

  • To streamline your customer service department's operations, we'll customize Cases, including list views, queues, custom fields, and page layouts to efficiently manage inbound tickets.

Salesforce Training

  • To ensure a smooth transition, we offer a custom one-hour webinar training session focused on your specific Salesforce application.