Salesforce Quick Start Packages

Bronze

$1700
  • Business Process Review
  • User Setup
  • Basic Sharing & Security
  • Profiles
  • Role Hierarchy Setup
  • Page Layouts (4/org)**
  • Record Types
  • Custom Fields (20/org)**
  • Custom Objects
  • Sales Path Configuration
  • Quick Action Customization for Activities
  • Custom Reports (2)
  • Custom Views
  • Custom Dashboards
  • Validation Rules
  • Workflow Automation
  • 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

$2500
  • Business Process Review
  • User Setup
  • Basic Sharing & Security (limited)
  • Profiles
  • Role Hierarchy Setup
  • Page Layouts (4/org)**
  • Record Types
  • Custom Fields (30/org)**
  • Custom Objects
  • Sales Path Config (Lead & Opp)
  • Quick Action Customization for Activities
  • Custom Reports (3)
  • Custom Views (2)
  • Custom Dashboards (1)
  • Validation Rules (1)
  • Workflow Automation
  • Data Import (1)*
  • Training (1.5 hrs)
  • Follow-up – 30-min virtual Q&A session 2 weeks after project completion
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Gold

MOST POPULAR
$3300
  • Business Process Review
  • User Setup
  • Basic Sharing & Security
  • Profiles
  • Role Hierarchy Setup
  • Page Layouts (5/org)**
  • Record Types (1 additional)
  • Custom Fields (50/org)**
  • Custom Objects (1)
  • Sales Path Config (Lead & Opp)
  • Quick Action Customization for Activities (2 per object**)
  • Custom Reports (4)
  • Custom Views (3)
  • Custom Dashboards (1)
  • Validation Rules (2)
  • Workflow Automation (Up to one hour for simple processes)
  • Data Import (2)*
  • Training (2 hrs)
  • Follow-up – 30-min virtual Q&A session 2 weeks after project completion
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Platinum

$4000
  • Business Process Review
  • User Setup
  • Basic Sharing & Security
  • Profiles
  • Role Hierarchy Setup
  • Page Layouts (6/org)**
  • Record Types (2 additional)
  • Custom Fields (75/org)**
  • Custom Objects (2)
  • Sales Path Config (Lead & Opp)
  • Quick Action Customization for Activities (3 per object**)
  • Custom Reports (6)
  • Custom Views (4)
  • Custom Dashboards (2)
  • Validation Rules (3)
  • Workflow Automation (Up to 2 hours for simple processes)
  • 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 CSV file or Excel workbook for Leads, Accounts/Contacts, and/or Opportunities (Gold & Platinum only) with 2,000 records maximum.
**Objects included: Leads, Accounts, Contacts, and Opportunities.