Service Cloud – QuickStart Package

Salesforce Quickstart Package

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Completion time

2 weeks




1 Consultant

1 Salesforce Developer

1 Project Manager

1 QA Specialist


Service Cloud is the ultimate platform for customer service and support, allowing you to save time by automating service processes, streamlining workflows, and supporting agents with AI-powered predictions and recommendations.

Key Benefits

  • Provide excellent customer care and increase your customer retention.
  • Increase service agent efficiency and decrease support costs.
  • Intelligently assign the best-suited agent to each inquiry.
  • Prioritize cases correctly based on priority and the scope of the work.
  • Seamlessly share service and support information across all departments.
  • Stay on top of the latest trends and news in customer support.

What’s Included


  • Comprehensive solution design
  • Roll-out plan


  • Configure Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views.
  • Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Cases: up to 5 support processes, record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure case contact roles, case team roles, and predefined teams.
  • Configure case queues, case assignment rules, auto-response rules, and case escalation rules.
  • Configure email template for cases-related communication.
  • 5 Automated Workflows for improving business processes.
  • Configure Up to three Dashboards to visualize different KPIs at different levels, including required source reports.
  • Data import for Leads, Accounts, Contacts, Cases with predefined CSV format.
  • Configure the Salesforce Console for Service.
  • Setup security (Profiles, Roles and Sharing Rules) and Service Cloud User License assignments.
  • Dedicated Point of Contact. monitoring, supervision, and control.

Training Session

  • One complimentary 90min remote training session.

Get Your Free Consultation

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

Green Building Initiative
Banco Sabadell
Norwegian Cruise Line
Larkin Community Hospital
Discovery Channel

What people are saying

Five starts

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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