Expand Salesforce Functionality with our Quickstarts
We provide Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Non-Profit Cloud and Mulesoft Quickstarts
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Sales Cloud Quickstarts
Sales Cloud Quickstarts
Sales Cloud STARTER
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Sales Process Elements and Pages Setup
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Lead, Contact, Account, Opportunity, Task and Events
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Lead Capturing from a Website Form
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Email Integration
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Reports and Dashboards
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Onboarding and Training
Sales Cloud PRO
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Everything from the Sales Cloud STARTER
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Data Migration of Historical Info
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Account, Contact, Lead, Opportunity
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AppExchange Package Configuration
Sales Cloud PRO
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Everything from the Sales Cloud STARTER
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Data Migration of Historical Info
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Account, Contact, Lead, Opportunity
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AppExchange Package Configuration
Sales Cloud PRO
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Everything from the Sales Cloud STARTER
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Data Migration of Historical Info
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Account, Contact, Lead, Opportunity
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AppExchange Package Configuration
Sales Cloud ADVANCED
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Everything from Sales Cloud BASIC
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Everything from Sales Cloud STARTER
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Everything from Sales Cloud PRO
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Products and 1 Pricebook Configuration and Data Upload
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Quote Object Configuration & Quote Template Adjustment
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1 Automation Setup
Sales Cloud PRO
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Everything from the Sales Cloud STARTER
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Data Migration of Historical Info
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Account, Contact, Lead, Opportunity
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AppExchange Package Configuration
Service Cloud Quickstarts
Service Cloud BASIC
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Account Setup
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Service Cloud Console Setup
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Case Setup
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Onboarding & Train the Trainer
Service Cloud PRO
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Everything from Service Cloud BASIC
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Everything from the Service Cloud STARTER
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Historical Data Migration
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Accounts, Contacts, Cases, Tasks, Events
Service Cloud STARTER
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Everything from Service Cloud BASIC
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Service Elements and Pages Setup
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Account, Contact, Case, Task, Event
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Case Capturing Setup:
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Web Form
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Service Email
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Email Configuration from Outbound and Inbound Emails
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Reports and Dashboards Setup
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Onboarding & Train the Trainer
Service Cloud PRO
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Everything from Service Cloud BASIC
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Everything from the Service Cloud STARTER
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Historical Data Migration
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Accounts, Contacts, Cases, Tasks, Events
Service Cloud PRO
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Everything from Service Cloud BASIC
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Everything from the Service Cloud STARTER
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Historical Data Migration
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Accounts, Contacts, Cases, Tasks, Events
Service Cloud PRO
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Everything from Service Cloud BASIC
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Everything from the Service Cloud STARTER
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Historical Data Migration
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Accounts, Contacts, Cases, Tasks, Events
Service Cloud ADVANCED
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Everything from Service Cloud BASIC
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Everything from Service Cloud STARTER
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Everything from Service Cloud PRO
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Service Console Setup
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Case Escalation Rule Configuration
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3 Branded Email Templates Creation
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Internal Knowledge Base Setup
Service Cloud PRO
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Everything from Service Cloud BASIC
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Everything from the Service Cloud STARTER
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Historical Data Migration
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Accounts, Contacts, Cases, Tasks, Events
Experience Cloud Quickstarts
Experience Cloud PRO
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Everything from the Experience Cloud STARTER
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Enhanced Functionalities and Customizations
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Integration with Additional Services
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Historical Data Migration
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Approval System
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External SSO Integration
Experience Cloud
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Everything from the Experience Cloud STARTER
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Enhanced Functionalities and Customizations
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Integration with Additional Services
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Historical Data Migration
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Approval System
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External SSO Integration
Experience Cloud ADVANCED
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Everything from Experience Cloud BASIC
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Everything from Experience Cloud STARTER
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Everything from Experience Cloud PRO
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Complex Functionalities and Customizations
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Advanced Integrations
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Approval System
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Workflow Automations and Custom Components
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Payment System Integration
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Knowledge base using CMS
Experience Cloud ADVANCED
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Everything from Experience Cloud BASIC
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Everything from Experience Cloud STARTER
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Everything from Experience Cloud PRO
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Complex Functionalities and Customizations
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Advanced Integrations
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Approval System
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Workflow Automations and Custom Components
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Payment System Integration
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Knowledge base using CMS
Experience Cloud STARTER
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Sales Process Elements and Page Setup
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Lead, Contact, Account, Opportunity, Tasks & Events
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Lead Capture from Website Form
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Email Integration
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Reports (5) & Dashboards (1)
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Onboarding & Train the Trainer
Experience Cloud STARTER
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Everything from the Experience Cloud BASIC
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Setup and Configuration of a Single Portal Type
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Choose Partner Portal, Customer Portal, or Employee Portal
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User Management
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Content Management
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Knowledge System & Chatter
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Custom Branding
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Google Analytics
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Security & Access Controls
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Monitoring & Reporting
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SSO Configuration
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Testing & Documentation
Experience Cloud STARTER
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Everything from the Experience Cloud BASIC
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Setup and Configuration of a Single Portal Type
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Choose Partner Portal, Customer Portal, or Employee Portal
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User Management
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Content Management
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Knowledge System & Chatter
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Custom Branding
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Google Analytics
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Security & Access Controls
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Monitoring & Reporting
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SSO Configuration
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Testing & Documentation
Experience Cloud BASIC
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Sales Process Elements and Page Setup
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Lead, Contact, Account, Opportunity, Tasks & Events
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Lead Capture from Website Form
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Email Integration
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Reports (5) & Dashboards (1)
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Onboarding & Train the Trainer
Experience Cloud BASIC
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Customize Experience Cloud using a standard template using "point and click" configuration
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Display up to 4 Tabs
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Display up to 2 Components
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Include up to 1 Audience
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Configure Role Hierarchy and Profiles to include the correct data in the Community
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Training on Experience Cloud (Admin, Moderation, User Setup)
Experience Cloud BASIC
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Customize Experience Cloud using a standard template using "point and click" configuration
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Display up to 4 Tabs
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Display up to 2 Components
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Include up to 1 Audience
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Configure Role Hierarchy and Profiles to include the correct data in the Community
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Training on Experience Cloud (Admin, Moderation, User Setup)
Marketing Cloud PRO
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Everything from the MC STARTER
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Advanced Email Marketing Functionalities
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Enhanced Audience Segmentation and Automation
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Historical Data Migration
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MobileConnect for SMS Communication
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Collection and Implementation on the Website
Marketing Cloud PRO
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Everything from the MC STARTER
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Advanced Email Marketing Functionalities
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Enhanced Audience Segmentation and Automation
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Historical Data Migration
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MobileConnect for SMS Communication
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Collection and Implementation on the Website
Marketing Cloud ADVANCED
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Everything from MC STARTER
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Everything from MC PRO
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Complex Email Marketing Functionalities and Automations
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Advanced Audience Segmentation
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Comprehensive Security and Monitoring
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MobilePush for Mobile Notifications
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FTP Usage for Exporting Data to a Data Lake
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Abandoned Cart Scenarios
Marketing Cloud ADVANCED
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Everything from MC STARTER
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Everything from MC PRO
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Complex Email Marketing Functionalities and Automations
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Advanced Audience Segmentation
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Comprehensive Security and Monitoring
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MobilePush for Mobile Notifications
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FTP Usage for Exporting Data to a Data Lake
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Abandoned Cart Scenarios
Marketing STARTER
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Sales Process Elements and Page Setup
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Lead, Contact, Account, Opportunity, Tasks & Events
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Lead Capture from Website Form
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Email Integration
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Reports (5) & Dashboards (1)
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Onboarding & Train the Trainer
Marketing Cloud STARTER
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Standard Setup and Configuration
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Connector, Contact Sync, Sendable Data Extension, Prep Audience Data Extension
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Standard Email Marketing Functionalities
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Sender/Delivery Profile, Personalized Email Prep, Follow up Email Prep, Configure Subscription Center
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Standard Audience Segmentation and Journey
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Training
Marketing Cloud STARTER
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Standard Setup and Configuration
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Connector, Contact Sync, Sendable Data Extension, Prep Audience Data Extension
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Standard Email Marketing Functionalities
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Sender/Delivery Profile, Personalized Email Prep, Follow up Email Prep, Configure Subscription Center
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Standard Audience Segmentation and Journey
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Training
MC Account Engagement Quickstarts (formerly Pardot)
MCAE PRO
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Everything from the MCAE STARTER
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4 Engagement Programs
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Scoring Configuration
Account Engagement PRO
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Everything from the MCAE STARTER
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4 Engagement Programs
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Scoring Configuration
MCAE ADVANCED
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Everything from MCAE STARTER
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Everything from MCAE PRO
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Grading Configuration
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1 Landing Page (Lightning Builder)
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1 Standard Integration Setup
Account Engagement ADVANCED
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Everything from MCAE STARTER
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Everything from MCAE PRO
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Grading Configuration
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1 Landing Page (Lightning Builder)
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1 Standard Integration Setup
MCAE STARTER
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Sales Process Elements and Page Setup
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Lead, Contact, Account, Opportunity, Tasks & Events
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Lead Capture from Website Form
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Email Integration
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Reports (5) & Dashboards (1)
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Onboarding & Train the Trainer
MCAE STARTER
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Basic Technical Setup and Salesforce Connection (5 users)
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Connection to first website
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First Automation Rule
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Email Sending Enablement
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First Email Template
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5 Segmentation Lists
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Google Analytics
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Training
Account Engagement STARTER
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Basic Technical Setup and Salesforce Connection (5 users)
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Connection to first website
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First Automation Rule
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Email Sending Enablement
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First Email Template
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5 Segmentation Lists
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Google Analytics
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Training
Mulesoft PRO
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Everything from the Mulesoft BASIC
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Everything from the Mulesoft STARTER
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Integration with up to 2 Systems
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NRT or Real-time Data Synchronization for up to 10 Data Types
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Enhanced Error Handling and Notifications
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Historical Data Migration
Mulesoft PRO
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Everything from the Mulesoft BASIC
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Everything from the Mulesoft STARTER
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Integration with up to 2 Systems
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NRT or Real-time Data Synchronization for up to 10 Data Types
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Enhanced Error Handling and Notifications
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Historical Data Migration
Mulesoft ADVANCED
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Everything from the Mulesoft BASIC
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Everything from Mulesoft STARTER
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Everything from Mulesoft PRO
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Integration with up to 4 Systems
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NRT or Real-time Data Synchronization for up to 15 Data Types
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Complex Data Transformation and Logic
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Advanced Security and Monitoring
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Comprehensive Error Handling and Notifications
Mulesoft ADVANCED
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Everything from the Mulesoft BASIC
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Everything from Mulesoft STARTER
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Everything from Mulesoft PRO
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Integration with up to 4 Systems
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NRT or Real-time Data Synchronization for up to 15 Data Types
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Complex Data Transformation and Logic
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Advanced Security and Monitoring
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Comprehensive Error Handling and Notifications
Mulesoft Basic
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Sales Process Elements and Page Setup
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Lead, Contact, Account, Opportunity, Tasks & Events
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Lead Capture from Website Form
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Email Integration
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Reports (5) & Dashboards (1)
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Onboarding & Train the Trainer
Mulesoft BASIC
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Enable Mulesoft Anypoint
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Basic Setup and Configuration
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Security Setup
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Monitoring & Logging
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Basic Error Handling and Notifications
Mulesoft BASIC
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Enable Mulesoft Anypoint
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Basic Setup and Configuration
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Security Setup
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Monitoring & Logging
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Basic Error Handling and Notifications
Mulesoft STARTER
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Sales Process Elements and Page Setup
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Lead, Contact, Account, Opportunity, Tasks & Events
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Lead Capture from Website Form
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Email Integration
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Reports (5) & Dashboards (1)
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Onboarding & Train the Trainer
Mulesoft STARTER
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Everything from the Mulesoft BASIC
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Custom integration with 1 System
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Near Real-time Data Synchronization for up to 3 Data Types
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Testing & Documentation
Mulesoft STARTER
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Everything from the Mulesoft BASIC
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Custom integration with 1 System
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Near Real-time Data Synchronization for up to 3 Data Types
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Testing & Documentation
Non-Profit Cloud Quickstarts
Non-Profit Cloud PRO
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Everything from the Non-Profit Cloud STARTER
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Fundraising Features Setup
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Interest Tags, Timeline, Record Alert, Events and Milestones, 3 Actionable Segments, Interaction Summaries
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Basic Program Management Flows
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Initiation and Trainings
Non-Profit Cloud PRO
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Everything from the Non-Profit Cloud STARTER
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Fundraising Features Setup
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Interest Tags, Timeline, Record Alert, Events and Milestones, 3 Actionable Segments, Interaction Summaries
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Basic Program Management Flows
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Initiation and Trainings
Non-Profit Cloud ADVANCED
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Everything from Non-Profit Cloud STARTER
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Everything from Non-Profit Cloud PRO
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Historical Data Migration
Non-Profit Cloud ADVANCED
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Everything from Non-Profit Cloud STARTER
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Everything from Non-Profit Cloud PRO
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Historical Data Migration
Sales Cloud STARTER
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Sales Process Elements and Page Setup
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Lead, Contact, Account, Opportunity, Tasks & Events
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Lead Capture from Website Form
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Email Integration
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Reports (5) & Dashboards (1)
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Onboarding & Train the Trainer
Non-Profit Cloud STARTER
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Permissions Configuration for 10 users
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Standard Objects and Reports
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Configuration and Platform Trainings
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Website and Email Integration Setup
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Configure Account and Stakeholder Relations
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Configure Actionable Relationships Center
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Configure and Train on Standard Fundraising Flows
Non-Profit Cloud STARTER
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Permissions Configuration for 10 users
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Standard Objects and Reports
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Configuration and Platform Trainings
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Website and Email Integration Setup
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Configure Account and Stakeholder Relations
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Configure Actionable Relationships Center
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Configure and Train on Standard Fundraising Flows
Salesforce Maps Quickstart
Sales Cloud STARTER
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Sales Process Elements and Page Setup
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Lead, Contact, Account, Opportunity, Tasks & Events
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Lead Capture from Website Form
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Email Integration
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Reports (5) & Dashboards (1)
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Onboarding & Train the Trainer
Maps STARTER
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Up to 5 layers, each with 3 preset criteria
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Configure hover fields with related lists
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Setup transportation mode, routing optimization and scheduling options
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Configure up to 3 routes with up to 70 stops/route
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Create company and personal folders (route storage and sharing)
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Configure units of measurement, default radius, markers and shape settings
Non-Profit Cloud STARTER
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Permissions Configuration for 10 users
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Standard Objects and Reports
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Configuration and Platform Trainings
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Website and Email Integration Setup
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Configure Account and Stakeholder Relations
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Configure Actionable Relationships Center
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Configure and Train on Standard Fundraising Flows
Speed to Solution with our Accelerators and Quickstarts
Use our Salesforce Accelerators for help with a specific need like data quality, optimizing Lightning, configuring Salesforce features, etc.
Our Quickstarts get you up and running quickly and are industry specific. Including Salesforce for Homecare, Caregiver License Management, Automated Customer Feedback and more.