Salesforce Service Cloud

Standard Package

All implementations include:

• User configuration
• Creating a custom branded home page
• Setting up Salesforce activities- tasks, events, emails
• Setting up and customizing accounts and contacts
• Creating custom email templates
• Designing custom reports
• Configuring 2 custom dashboards – one for support staff and one for supervisors
• Configuring case queues, case assignment rules, and case escalation rules
• Setting up the service console in either the Lightning or Classic interface
• Generating Web-to-Case code for your web developers
• Implementing email-to-case functionality

Over the next four weeks after implementation, Synthesis Systems will provide:

• Additional phone and email support
• Minor tweaks to your implementation

Training & Knowledge Transfer 

• Two one-hour, remote “train the trainer” sessions for system knowledge transfer and end-user training

Advanced Package

Includes everything in the Standard Package and:

Additional Salesforce configurations include:

• 2 custom workflow approvals
• 24 custom fields
• Gmail or Outlook integration
• Knowledge 500 Articles configuration

Data Migration

• Data import of 4 objects and 10,000 rows