codleo consulting

Quick Start Packages

Salesforce has a bouquet of products for businesses that automate processes, and enhance productivity and service. Codleo as the Summit tier partner provides pocket-friendly Quick-start services to set you up for success.

View All QuickStart Packages

Not For Profit Quick Start Package

Completion Timeline:
Approximately 4 Weeks

for more information.

Project Kickoff and Strategy Sessions

  • Project commencement and engagement sessions. Meet our team and review the plan and details.

Donation and Program Setup

  • Curated donation and program setup. We do the needful to get you started on the journey.

Household & Contact Setup

  • Household & Contact setup. We configure standard fields and create new custom fields for tracking & handling your household & contact records.

Salesforce Grant Application

  • Salesforce grant application process. We finish the grant application process and give you the login information to Salesforce.