Quick Start Growth
Quick Start Plus
Maps
Assistance with implementing Salesforce Maps in under 4 weeks.
Quick Start will take place in 4 stages:
Plan
Intro and scheduling
Set the vision & End-to-End Discovery
Configure
Installation & Configuration
Up to 7 deep dive or feature enablement sessions
Deploy
Use-Case Validation and Testing
Train-the-Trainer
Closeout
Project review & lessons learned
Next-step resources
Maps Advanced
Assistance with implementing Salesforce Maps with Advanced Routing.
OR
Territory Planning
Assistance with implementing Territory Planning with more than 2 territory alignments.
Quick Start will take place in 4 stages:
Plan
Intro and scheduling
Set the vision & End-to-End Discovery
Configure
Installation & Configuration
Up to 14 deep dive or feature enablement sessions
Deploy
Use-case validation
Final design documentation
Closeout
Project review & lessons learned
Next-step resources
Quick Start Growth
Salesforce Maps
Highlights:
Installation of Maps managed package in 1 sandbox and 1 production environment
Configuration of Maps managed package in 1 sandbox and 1 production environment
Configure up to 3 field sets (Click2Create, Check In/Out, Data/ArcGIS Layer Click2Create)
Maps layer creation training; Create up to 10 total layers (Marker, Shape, Data, ArcGIS)
Routes, Schedule, and Mobile guidance
Measure user adoption; Configure 1 Salesforce Report (Salesforce Maps user adoption)
Custom fields needed to configure use-case(s)
Advise on standard out of the box Salesforce Maps features
Out of Scope:
Process Automation
Data Import
Custom Code
Direct End-User Training
Maps Advanced Routing Guidance/Configuration
Assignment of Salesforce Maps licenses and permissions in Production
Contact Us to get started!
Quick Start Plus
Salesforce Maps Advanced
Highlights:
Installation and Configuration of Salesforce Maps managed package in up to 4 sandboxes and 1 production environment
Configure up to 3 field sets (Click2Create, Check In/Out, Data/ArcGIS Layer Click2Create)
Maps layer creation training; Create up to 10 total layers (Marker, Shape, Data, Live, ArcGIS)
Routes, Schedule, and Mobile guidance for success
Provide guidance and best practices for Maps Advanced route visit frequency
Configure Maps Advanced Visit Window custom button
Configuration of 1 Maps Advanced Routing Template
Creation of 2 Salesforce reports for route optimization validation
Provide guidance for Maps Live Tracking Daily Summary configuration
Provide guidance for insert of Maps Live Tracking records
Measure user adoption; Configure 1 Salesforce Report (Salesforce Maps user adoption)
Custom fields needed to configure use-case(s)
Create up to 4 change sets (if necessary)
Advise on standard out of the box Salesforce Maps features
Out of Scope:
Process Automation
Data Import
Custom Code
Direct End-User Training
Contact Us to get started!
Quick Start Plus
Territory Planning
Highlights:
Installation and Configuration of Salesforce Maps managed package in up to 4 sandboxes and 1 production environment
Data set training; create up to 2 custom report types for Data Set reports, 2 Data Set reports, and 2 Data Sets
Territory alignment training; create 4 territory alignments
Geo unit upload training; create 1 territory geo unit report
Territory Design Tools Training
Optimization and Design Tools Training
Managing Alignments, Commenting, and Publishing Training
Shape Layer visualization & Auto-Assignment configuration training
Configure Auto-Assignment
Create up to 4 change sets (if necessary)
Advise on train-the-trainer methods and best practices
Advise on standard out of the box Territory Planning features
Out of Scope:
Configuration of Salesforce Maps functionality other than Shape Layers and Auto-Assignment
Configuration of Enterprise Territory Management (ETM)
Process Automation
Data Import/Update
Custom Code
Direct End-User Training
Assignment of Salesforce Maps licenses and permissions in Production