Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.
- We will create a dedicated Slack Workspace and installation of the Slack App. We'll seamlessly connect Salesforce to Slack and configure user mappings for smooth authentication.
Custom Channel Configurations
- We will create up to ten custom channels for team or department use as per your requirements.
Page Layouts configuration
- Our team will configure Salesforce page layouts to facilitate smooth and effortless information exchange between Slack and Salesforce.
- We will perform a one hour training session.