Quickstart

Great! You’ve checked the “Get Salesforce” box off your list for your organization. Now what? It needs to be implemented correctly!

The Appluent team will help you get started with setup and customization of Sales Cloud, Service Cloud, and CPQ with a program we call, QuickStart. With the QuickStart program, we get you up and running, well—quickly.

Sales Cloud Quickstart Packages

Silver
$
Up and running in a few days!
Profiles & Roles1 User profile | 1 Role | Open visibility of records
Object Configuration5 Custom fields per object | 1 Custom page layout
Reports & Dashboards2 Reports | 1 Dashboard
TrainingOne 15-minute pre-recorded walkthrough video
Gold
$$
Most popular!
Profiles & Roles1 User profile | 1 Role | Open visibility of records
Object Configuration10 Custom fields per object | 1 Custom page layout
Reports & Dashboards5 Reports | 2 Dashboards
TrainingOne remote instructor-led session (maximum 1hr)
Platinum
$$$
Most comprehensive
Profiles & Roles2 User profiles | 2 Roles | Open visibility of records
Object Configuration10 Custom fields per object | A maximum of 3 custom page layouts for all objects
Reports & Dashboards5 Reports | 2 Dashboards
TrainingOne 15-minute pre-recorded walkthrough video | One remote instructor-led session (maximum 1hr)
Post-implementation10 Hours

Service Cloud Quickstart Packages

Silver
$
Up and running in a few days!
Profiles & Roles1 User profile | 1 Role | Open visibility of records
Object Configuration5 Custom fields per object | 1 Custom page layout
Support Process1 Case record type with 1 support process
Case Queue1 Case queue (no routings)
Letterhead/Email1 Customized letterhead with 1 email template
Reports & Dashboards2 Reports | 1 Dashboard
TrainingOne 15-minute pre-recorded walkthrough video
Gold
$$
Most popular!
Profiles & Roles1 User profile | 1 Role | Open visibility of records
Object Configuration10 Custom fields per object | 1 Custom page layout
Support Process2 Case record types with 2 support processes
Case Queue1 Case queue with up to 2 case assignment rules
Letterhead/Email1 Customized letterhead with 1 email template
Web/Email to Case1 Web to case
Escalation1 Escalation rule
Reports & Dashboards5 Reports | 2 Dashboards
TrainingOne remote instructor-led session
Platinum
$$$
Most comprehensive
Profiles & Roles2 User profiles | 2 Roles | Open visibility of records
Object Configuration10 Custom fields per object | A maximum of 3 custom page layouts for all objects
Support Process2 Case record types with 2 support processes
Case Queue2 Case queues with up to 4 case assignment rules
Letterhead/Email1 Customized letterhead with 2 email templates
Web/Email to Case1 Web to case | 1 Email to case
Escalation1 Escalation rule
Reports & Dashboards5 Reports | 2 Dashboards
TrainingOne 15-minute pre-recorded walkthrough video | One remote instructor-led session
Post-implementation10 Hours

CPQ Quickstart Packages

Silver
$
Up and running in a few days!
Pricebooks/Bundles1 Pricebook in USD + up to 2 bundles
Guided Selling1 Guided selling process | 2 Questions
DiscountsDiscounts per line item
Approvals1 Serial approval process | 1 Approver step
Quote Template1 Standard template
TrainingOne 15-minute pre-recorded walkthrough video
Gold
$$
Most popular!
Pricebooks/Bundles1 Pricebook in USD + up to 5 bundles
Guided Selling1 Guided selling process | 4 Questions
DiscountsDiscounts per line item
Approvals1 Serial approval process with 1 auto-approve step and 1 approver step
Renewals1 Renewal record type (no automation)
Quote Template1 Standard template
TrainingOne remote instructor-led session
Post-Implementation4 Hours
Platinum
$$$
Most comprehensive
Pricebooks/Bundles1 Pricebook in USD + up to 10 bundles
Guided Selling1 Guided selling process | 6 Questions
DiscountsDiscounts per line item + entire quote
Approvals1 Serial approval process | Up to 4 approver steps
Renewals1 Renewal record type (no automation)
Quote Template1 Standard template
TrainingOne 15-minute pre-recorded walkthrough video | One remote instructor-led session
Post-Implementation10 Hours
GET STARTED TODAY!

Let’s talk about how we can help your business.