Salesforce Quick Start Packages
New Essentials Quick Start Package specifically for Salesforce Essentials Edition
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
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
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
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
*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.