Inclusions	Salesforce Sales Cloud Packages	Basic	Standard	Enterprise
COMPANY CONFIGURATION	Local & Language preferences
	Setting up business hours
	Update holiday list
	Customizing lightning home page
	Out of the box useful components
USER SETUP	Users maximum	10	20	20
	Custom user profile	1	2	3
	Role hierarchy up to 3 level
	Configuring user personal settings
	Setting up out of the box user
	Specific UI experience
CUSTOM FIELDS	Custom fields per object	15	15	20
	2 List Views per object
	Page layout configuration per object
	Customise sales process based picklist fields for each object respectively
	Source, Type, Industry, Status and Stage
	Map fields for custom lead conversion process
	Configure opportunity stages according to business process
	Lead assignment rule 1 maximum to automatically assigning leads to sales reports	1	1	2
DATA UPLOAD	Upload rows of data per object respectively	20000	10000	10000
WORKFLOWS AUTOMATIONS	Up to 5 basic validations for data integrity
	Total of 5 basic automations workflow
	Rules or processes
	Automations are limited to basic email notifications
	Automatic task creations for basic sales process
	Automatic field updates based upon basic
	Sales operations
REPORTS & DASHBOARD	Total of reports	4	10	10
	Report each object leads, accounts	1	2	2
	Contacts, opportunities
	Custom report type	1	5	5
	Reports can be comprised of Tabular
	Summary or Matrix only
	Total of 1 dashboard
	Maximum of 5 graph components
DATA LOAD	Once client’s data is transformed into the correct format
	We will import it into Sales Cloud objects
	Quality assurance purposes
	We will first complete a mock conversion
	Followed by the final conversion (Iterations maximum 2)
	Once the data load is complete
	We will work with the client team to assure data quality
	Running key data metrics
SCOPE OF ADDITIONAL SERVICES	Additional reports and dashboard based upon companies key metrics
	Dynamic email templates for sales people to send directly from Salesforce
	Gmail or Outlook Integration with Salesforce to give you sync between contacts, emails and calendar
	Robust automation according to your sales process
	Customer security and accessibility model to help protect sensitive data from different level of users
	Multiple business process in same sales application (including Custom Objects)
	Additional support services can be purchased separately for data administration
	Custom CRM configuration, custom development, additional training
DATA TRANSFORMATION	The client team will transform client’s data into the correct format as defined in the templates for upload into Sales Cloud objects
	The client team will also perform de-duplication such that the data is ready for load into data extension
STANDARD OBJECT CUSTOMISATION	Implement 2 custom objects
	15 fields each
	Automated workflows and approvals maximum to 2 each
	Install 1 Appexchange app
	2 communication templates 1 HTML and 1 Text-based
PRODUCTS & PRICEBOOK	Setup 1 Pricebook
	Configure 50 Products
QUOTES	Enable Quotes
	Configure object layouts
	Customise 1 quote template
SECURITY AND ACCESSIBILITY	Implement up-to 2 page layouts for each object (Leads, Contacts, Accounts, Opportunities)
	Setup record level security for data privacy within internal team
	Setup custom domain and login page
COMPAIGN MANAGEMENT	Setup Campaign hierarchy
	Configure page layout
	Enable customized campaign influence
	Implement out-of-box influence model
	Configure opportunity layout and primary
	Source capturing
	Create up to 2 Campaigns
	Upload 2000 campaign member records
COLLABORATIVE FORECASTING	Enable forecasting
	Setup quotas
	Upload quota data for users
	Configure either Revenue or Quantity Based
	Forecast (Any 1)
	Setup forecast hierarchy
TEAM SELLING	Enable Sales Teams
	Create up-to 2 Opportunity Teams
	Create up-to 2 Accounts Teams
	Configure Opportunity Splits
	Revenue sharing amongst team members
SALES PATH AND SALES CONSOLE	Implement Sales Path feature to guide sales repeat every steps of Sales process
	Create 1 Sales Console to access multiple application feature in one screen
	Maximum of 1 sales path configuration
DATA TERMS	Client will provide an initial extract of the client’s subscriber data which is said to be their marketing list
	Include Subscription status (Active/Unsubscribes)
	Our team will review client’s data
TRAINING	Onboarding Training – 2-hour training session via web conference
	We will record the training sessions and provide you with access
EXCLUDED SERVICES	This service does not include data cleaning, data loading
	Services not specifically identified above are not included in this quick-start service
	Custom development of triggers, Visual force pages, Sites and Flows
	High end automation process and custom object relationships
	Additional support services can be purchased separately for data administration, custom CRM configuration, custom development and additional training
ADDITIONAL TERMS	The implementation price does not include the Salesforce license fees
	The implementation is based on features of Salesforce which are generally available
	1-week backup support limited to the scope of implementation and no new development or change request
	None of the scoped items in this package is replaceable with any other scope that is not mentioned in this document