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.

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Service Cloud 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.

Account and Contact Setup

  • Configure & create fields on accounts and contacts. We will do it for you to get you started.

Console Setup

  • Service Cloud console-setup. We’ll configure all components, lists, buttons, or quick action links required.

Case Setup

  • Personalize cases to resolve inbound queries. This includes list views, queues, custom fields, and page layouts.