Customer Communities Quick Start Package$2,950 Completion Timeline:
Approximately 4 Weeks Download As PDF
Project Kickoff and Strategy Sessions
- We’ll discuss your objectives for Communities, including a customization plan for your sales process
Account and Contact Setup
- We’ll configure and create fields on accounts and contacts — your customer base.
Communities Portal Setup
- We’ll customize your Communities Portal using the standard themes and template configuration to display tabs and other info.
- We’ll configure your Role Hierarchy and Profiles to ensure information shared in the portal is the correct data.
- We’ll perform a one-hour training on Communities, including administration, moderation, and user setup