Salesforce Quick Start Packages

Bronze

$1350
  • Business Process Review
  • User Setup
  • Basic Sharing & Security
  • Profiles
  • Role Hierarchy Setup
  • Page Layouts (1/object)**
  • Custom Fields (20/org)**
  • Custom Reports (2)
  • Custom Views
  • Custom Dashboards
  • Validation Rules
  • Workflow
  • Data Import (1)*
  • Training (1.5 hrs)
  • Follow-up – 30-min virtual Q&A session 2 weeks after project completion
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Silver

$2000
  • Business Process Review
  • User Setup
  • Basic Sharing & Security (limited)
  • Profiles
  • Role Hierarchy Setup
  • Page Layouts (1/object)**
  • Custom Fields (40/org)**
  • Custom Reports (3)
  • Custom Views (2)
  • Custom Dashboards (1)
  • Validation Rules (1)
  • Workflow
  • Data Import (1)*
  • Training (1.5 hrs)
  • Follow-up – 30-min virtual Q&A session 2 weeks after project completion
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Platinum

$3300
  • Business Process Review
  • User Setup
  • Basic Sharing & Security
  • Profiles
  • Role Hierarchy Setup
  • Page Layouts (2/object)**
  • Custom Fields (80/org)**
  • Custom Reports (6)
  • Custom Views (4)
  • Custom Dashboards (2)
  • Validation Rules (3)
  • Workflow (2)
  • Data Import (2)*
  • Training (2 hrs)
  • Follow-up – 30-min virtual Q&A session 2 weeks after project completion
Learn More

*Ready-to-import, single sheet CSVs or Excel workbook for Leads, Accounts/Contacts, and/or Opportunities.
**Objects included: Leads, Accounts, Contacts, and Opportunities.