What is a QuickStart
A QuickStart is a Salesforce implementation with a tight scope: standard configuration, no custom development, no complex migration. The goal: start using Salesforce in 4 weeks and mature from there.
Compressed timeline
- Week 1: discovery + base configuration
- Week 2: initial data load + basic flows
- Week 3: team training + testing
- Week 4: go-live + adjustments
In scope vs. out of scope
In scope:
- Sales Cloud or Service Cloud (one)
- Standard data model
- Basic reports and dashboards
- Training for up to 10 users
Out of scope (handled later in evolutionary work):
- Integrations with external systems
- Custom Lightning components
- Large legacy data migration
When NOT to do a QuickStart
If your business has highly custom processes or needs to integrate 5 different systems from day 1, a QuickStart will frustrate you. In that case, a traditional 3-6 month project is the right call.
Next steps
As a certified Salesforce Partner, we have done QuickStarts with clients in banking, fintech, and retail. Book a demo and we will check if your case fits.