Salesforce Admin Setup & Configuration
Configure Salesforce for your sales team: objects, fields, page layouts, profiles, and pipeline.
SalesforceSet up CRM pipeline
About This Service
We set up Salesforce Sales Cloud with your sales process: opportunity stages, custom fields, page layouts, profiles and permissions, and basic automation. Enterprise-grade CRM configuration.
Deliverables
- Opportunity stages configured
- Custom fields created
- Page layouts designed
- Profiles set
- Validation rules active
Included
- Pipeline setup
- Up to 20 custom fields
- Page layouts
- 2 profiles
- 5 validation rules
Not Included
- Apex development
- Lightning components
- AppExchange integrations
- Data migration