Pardot Quickstart

Sales Cloud Quickstart

Let’s get started.

The Sales Cloud Quickstart package is for CRM pros rearing to go! We’ll customize and fine-tune your Salesforce org to fit your business & processes.

We’ll also walk you through the setup and then you’ll be on your way! No training sessions are included, but you’ll have 1 month of email support.




  • Sales Cloud Installation & Customized Configuration
    • Kickoff/Discovery 
      • We go through your lead process, opportunity process, account/contact database, and goals to help customize your Sales Cloud configuration
    • Technical Review
      • We’ll show you what was installed and how to do basic admin functions like add new users and change field values.

Installation Details

The following is a list of tasks we complete for new Sales Cloud orgs. The installation can be customized according to the needs of the client during the kickoff call. We follow the guidelines in the resources linked below to ensure Sales Cloud is implemented according to best practices.

Getting Started With Salesforce Workbook

Implementing Person Accounts

Implementing State and Country Picklists

Salesforce Security Guide


Set Up Lead Process

  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Create lead queues/assignment rules
  • Map lead conversion fields


Set Up Opportunity Process 

  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Set up sales stages and probabilities 
  • Create products and pricebook entries
  • Define contact roles


Set Up Account/Contact Database 

  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Define contact roles
  • Set up Person Accounts


Org Wide Configuration 

  • Set up duplicate rules 
  • Set up campaign influence 
  • Org wide sharing rules 
  • Create custom profiles
  • Set up roles and user hierarchy
  • Configure Einstein Activity Capture
  • Create custom domain 
  • Add client branding 
  • Remove unneeded tabs and fields


Extend Salesforce Functionality 

  • Create basic automations through Process Builder 
  • Create custom objects, fields, and relationships 
  • Set up Web to Lead form

Project Timeline

The Sales Cloud Quickstart Implementation Package takes 1 to 2 weeks to complete. We’ll hold a kick-off call, carry out all tasks to complete the installation, and hold the Installation Review.

Kickoff Call – Week 1

In this meeting we’ll lay the groundwork for a successful implementation. Our consultants will ask questions about your sales process to ensure we’re configuring Sales Cloud to meet your needs. It’s also an excellent opportunity to ask general Salesforce questions. Our side of the agenda includes:

  • Project timeline & expectations
  • Systems access
  • Your organization’s unique process

Installation Review – Week 2

In this meeting well walkthrough the changes that were made in your Salesforce org and go over important admin processes you’ll want to know.

Schedule a Free Consultation
or Send Us a Message

Use the button below to schedule a 30 min. consultation with us. We’ll discuss what you’re trying to accomplish with Salesforce or Pardot and if/how Rotive can help. 

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