Salesforce Implementation
Salesforce Implementation for Sales Cloud, Service Cloud & Financial Services Cloud
Certified Salesforce implementation, delivered as a scoped project from planning through launch, so your team starts with a setup that fits how you work.
Talk to a Salesforce admin Already on Salesforce? See ongoing supportWho this is for
We implement Salesforce for businesses that want it set up properly from the start, with clear responsibilities, clean data and a team that is ready to use it.
Clouds we implement
New to Salesforce? See our key terms.
How an implementation works
Plan & align
- Align with your executives, IT team and the people who know your work best
- Map out the timeline, who does what, and the risks
- Review how work is done today and trim inefficient manual steps
Build & connect
- Move your existing data into Salesforce
- Connect Salesforce to your other systems
- Set up your data, screens and workflows
Test & launch
- Testing with your team, and fixes based on their feedback
- Training and a managed launch
- Team members who help others get comfortable using it
Support & improve
- Ongoing monitoring and oversight
- Help with Salesforce’s regular updates
Who you’ll work with
Common questions
What does a Salesforce implementation include?
Planning with your team, moving your data in, connecting your other systems, setting up Salesforce, testing with your team, training and launch, and support afterward.
Which Salesforce clouds do you implement?
Sales Cloud, Service Cloud and Financial Services Cloud. We are expanding our coverage. If you use another Salesforce cloud, contact us to ask.
How is an implementation priced?
Implementations are scoped as a project. We confirm scope and pricing on an intro call.
How do you keep the build safe?
We build and test in a sandbox first. A sandbox is a safe practice copy of your system, so nothing reaches your live system until it has been tested. You can read more on our Promise page.
What happens after launch?
We can stay on for monitoring, oversight and day-to-day help. See our Salesforce support for ongoing, on-demand and fractional admin work.
How do we get started?
Contact us for an intro call. We learn what you want Salesforce to do for your team, then confirm scope and next steps before work begins.
Free Salesforce cleanup checklist
Not ready to talk? Get the free Salesforce cleanup checklist first.
Prefer to talk? Call (208) 595-7422 or email Info@EliteAdminService.com.
Ready to start your Salesforce project?
Tell us what you’re planning and we’ll follow up with next steps.