Salesforce Scheduler

Completion Timeline:
Approximately 4 Weeks

Call +1 516 637 2191 or
email [email protected]
for more information.


Project Kickoff and
Business Process Reviews

We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Salesforce Scheduler Setup

We’ll conduct two business process reviews to discuss and plan the configuration of scheduler. We’ll setup locations, hours, resources, teams, and skills for internal scheduling.

Salesforce Training

We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of
all sizes get the most out of their Salesforce
experience.

Ready to get started? We can help.