Salesforce QuickStarts: a first phase with a clear scope.

Who it is for

A company starting on Salesforce with a defined sales process, a business owner and prepared data.

Includes

• One Salesforce org, one country and up to 15 internal users.
• One sales pipeline and its stages.
• Configuration of accounts, contacts, leads and opportunities.
• Up to three roles and three permission sets on an agreed model.
• Up to five simple declarative automations, with no custom Apex or LWC.
• Up to five reports and two dashboards.
• CSV migration of up to 10,000 records in total across those four objects, with standard mapping, one rehearsal and one final load.
• Two remote two-hour training sessions on the configured process.
• Testing and one UAT cycle (validation by your key users).
• Functional documentation and handover to your internal owner.

Your team provides

• Licenses and environment available before starting.
• Clean data delivered in the agreed templates.
• A process owner and key users available to validate.
• Timely approval of stages, fields, security and criteria.

Not included

• ERP, API or custom external system integrations.
• Complex migration, bulk cleansing, attachments or multi-source history.
• CPQ, Revenue Cloud, multiple countries or multiple orgs.
• Custom code or redesign of several processes.

Acceptance criterion

The agreed sales flow runs end to end, the tests are documented and your team's owner accepts the scope.

Who it is for

A team that needs to move from scattered service to a defined flow for intake, assignment and resolution.

Includes

• One Salesforce org, one country and up to 15 internal users.
• One case process, with agreed statuses and priorities.
• Up to two service queues.
• One email intake channel through Email-to-Case.
• Standard assignment rules and up to five simple declarative automations.
• An initial Knowledge base with up to ten articles your team provides and approves.
• Up to five reports and two dashboards.
• Simple import of up to 5,000 records in total of accounts and contacts, with no case history.
• Two remote two-hour training sessions.
• Testing, one UAT cycle and operating documentation.

Your team provides

• Required licenses and features available.
• Mailbox and Knowledge content prepared.
• A service owner and key agents available.
• Defined priorities and escalation.

Not included

• Telephony or CTI, a full contact center and WhatsApp.
• Field Service, advanced omnichannel and bots.
• External integrations, custom automation and complex historical migration.
• 24×7 support operations by Nyxum.

Acceptance criterion

A test case comes in, is assigned, handled and closed with traceability, and your team validates the process.

Who it is for

An organization that already has Salesforce, usable data and a bounded case with a business owner.

Includes

• One agent and one use case.
• One flow and one bounded action.
• Data already available in Salesforce.
• One agreed test channel or interface.
• Configuration of the case's permissions and limits of action.
• Testing in a controlled environment, with scenarios and criteria defined before building.
• Review of answers, actions and situations that need human intervention.
• Documentation and a final recommendation: scale, adjust or stop.

Your team provides

• Enablement, licenses and consumption contracted where applicable.
• Access to a test environment and to the permitted data.
• Sufficiently prepared data and an available business owner.
• Approval of the use case and the authorized actions.

Not included

• New Data Cloud configuration.
• External integrations and new APIs.
• Extensive cleansing of data or the knowledge base.
• Multiple agents, channels, cases or actions.
• Any commitment to autonomous operation in production or 24×7 coverage.
• Third-party licenses, consumption, infrastructure and services.

Acceptance criterion

Evidence of behavior against the agreed scenarios and a documented decision on the next step.