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Salesforce Service Cloud Jumpstart Package

Launch your Service Cloud org quickly, efficiently, and with expert guidance. Our Jumpstart Package is designed to help teams get up and running with the core capabilities they need—fast.

What You Get

Quick Feature Enablement: Get immediate access to essential Service Cloud features configured to your business needs.

360° Customer Visibility: Set up foundational data structures that give your team complete insight into customer accounts, contacts, and case history.

Time-Saving Automation: Automate repetitive tasks with tailored workflows and validation rules.

Enhanced Analytics: Gain access to customized dashboards and reports to visualize KPIs at multiple levels.

Included Configurations

Accounts & Contacts

Record types

Up to 10 custom fields

Validation rules

Lead conversion mappings

Page layouts

Up to 5 list views

Cases

Up to 5 case processes

Record types

Up to 20 custom fields

Validation rules

Page layouts

Up to 5 list views

Roles & Permissions

Case contact roles

Case team roles

Predefined team setup

User creation

Assign standard profiles

60-minute training session on user and profile management

Data Migration

Import Leads, Accounts, Contacts, and Cases via a predefined CSV format.

Automation

Up to 5 workflows to streamline operations

Up to 2 validation rules across Accounts, Contacts, and Cases

Custom email template for case communication

Dashboards & Reporting

Up to 3 dashboards with source reports

KPI-driven visualization and insights

Project Scope & Approach

Requirement Workshops: Up to 4 hours (remote)

Business Scope: Accounts, Contacts, Cases, Pipeline

Comprehensive rollout plan

990-minute training on the full deployed solution

Project Duration

3 Weeks

Package Fee

$5,000

Delivery Team

Project Manager

Business Analyst

Salesforce Developer

Quality Analyst