Salesforce Contact Center Service Cloud Salesforce Implementation Solution

Improving Customer Service With Salesforce Contact Center Service Cloud Salesforce Implementation Solutions

Salesforce Contact Center Service Cloud High-Level Implementation Services Proposal

Salesforce Service Cloud

Accounts & Contact Management, including Contact Deduplication and Matching Rules
Case Management & Case Assignment Rules (2)
Email-to-Case (1 Email)
Web-to-Case (1 Web Form)
Email Templates and Auto Response Setup
3 Automations (medium complexity)
Standard Reports and Dashboards (1 Dashboard / 5 Reports)
End User Account Setup and Configuration
User Management & Security
Setup User Roles, Profiles and Permissions
Data Migration of Accounts, Contacts and Active Cases
Client responsible for Data Cleansing and Transformation

Training and Documentation

End User Training: Five (5) Hours available between IT & Business
Training Material: PowerPoint and Video Recordings
Business Requirements Document (BRD)

Add-Ons (High-Level Options)

Knowledge
Experience Cloud / Landing Pages
Digital Engagement
CIT Integration (Fees based on scope)
Omni Studio & Escalation Rules (Fees based on scope)

Timeline Highlights

Weeks 1 – 2

Kickoff
Discovery Sessions
Define Data Model
Design Review

Weeks 2 – 6

Set up Accounts, Contacts and Case Management
Email to Case and Web to Case
Email Templates and Auto Response
Set-up CSR / User Management Security
Migration of Accounts, Contacts and Cases

Weeks 7 – 8

Training
User Acceptance Testing (UAT)
Modifications / Tweaks

Weeks 8 & 9

Production Deployment/Soft Launch
Support

7-9 Weeks

Salesforce Contact Center Service Cloud Salesforce Implementation Solution

Salesforce Contact Center Service Cloud Salesforce Implementation Solution

Ready for a Salesforce Contact Center Service Cloud Salesforce Implementation Solution?

Explore the possibilities of Salesforce Contact Center Salesforce Implementation Solution based on your company’s goals. Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!