Salesforce Jumpstart packages, by product

Included

• ▸Discovery to choose one high-value task
• ▸One agent on one channel (e.g. web chat)
• ▸Grounding on your existing knowledge base (up to ~15 articles)
• ▸Topic and guardrail configuration
• ▸Human-handoff rule
• ▸Testing against real scenarios
• ▸4 hours training + documentation

Included

• ▸Everything in Foundations Plus
• ▸Multi-channel deployment
• ▸Richer action set (up to 6) on standard objects
• ▸Grounding connected to Data Cloud (where Data Cloud exists)
• ▸Agent-performance analytics dashboard
• ▸Two tuning rounds
• ▸16 hours training

Included

• ▸Discovery (audience and top tasks)
• ▸One Experience Cloud site on a standard template
• ▸Branding (logo, colours, basic theme)
• ▸Up to ~5 pages
• ▸One core function (e.g. view account/cases or knowledge self-service)
• ▸Basic access and sharing configuration
• ▸4 hours training + documentation

Included

• ▸Everything in Foundations Plus
• ▸Partner portal (deal registration, resources) or advanced customer portal
• ▸Granular role-based access
• ▸Up to ~20 pages
• ▸Up to 3 light custom components (configured, not bespoke-coded)
• ▸Integration of live CRM data views
• ▸16 hours training

Included

• ▸Discovery workshop (job types, territories, skills)
• ▸Core Field Service setup
• ▸Service resources and skills (up to ~10 technicians)
• ▸Work order configuration
• ▸Manual and basic scheduling
• ▸Mobile app baseline for technicians
• ▸3 reports + 1 dashboard
• ▸4 hours training + documentation

Included

• ▸Everything in Foundations Plus
• ▸Preventative maintenance plans (auto-generated work orders)
• ▸Asset and entitlement management
• ▸Customer appointment notifications
• ▸Advanced optimisation tuning
• ▸Up to 6 flows
• ▸One standard integration to an inventory or finance system
• ▸Up to 15 reports + 3 dashboards
• ▸16 hours role-based training (dispatchers, field, admin)

Included

• ▸Discovery and edition selection (Account Engagement or Engagement)
• ▸Platform setup and CRM connection
• ▸1 to 2 branded email templates
• ▸Core segmentation / list setup
• ▸One automated journey (e.g. welcome or lead nurture)
• ▸One lead-capture form or landing page
• ▸Starter reporting
• ▸4 hours training + documentation

Included

• ▸Everything in Foundations Plus
• ▸Multi-channel journeys (email + SMS where Engagement)
• ▸Einstein send-time / engagement scoring and content (where supported)
• ▸Advanced segmentation from CRM and behaviour
• ▸Up to 6 journeys and a preference centre
• ▸Migration of contacts/subscribers
• ▸16 hours training

Included

• ▸Discovery workshop to map one sales process
• ▸Org setup: users, roles and security basics (up to ~10 users)
• ▸Lead, account, contact and opportunity configuration
• ▸One sales pipeline with defined stages
• ▸Import of one clean dataset (accounts/contacts) from a single source
• ▸3 essential reports + 1 dashboard
• ▸4 hours team training + documentation

Included

• ▸Everything in Foundations Plus
• ▸Multi-team / multi-pipeline rollout (up to ~25 users)
• ▸Advanced automation (up to 6 flows) + one approval process (e.g. discount approval)
• ▸Einstein lead & opportunity scoring and forecasting insights (data permitting)
• ▸Territory and role-hierarchy configuration
• ▸One standard integration (e.g. marketing or finance) via a standard connector
• ▸Up to 15 reports + 3 role-based dashboards
• ▸Data migration from multiple sources with de-duplication and validation
• ▸16 hours role-based training (reps, managers, admin)

Included

• ▸Discovery workshop to map your support process
• ▸Case management configuration with queues and assignment
• ▸One channel live (email-to-case or web-to-case)
• ▸One basic SLA/entitlement
• ▸Starter knowledge base (up to ~10 articles)
• ▸3 reports + 1 dashboard
• ▸4 hours team training + documentation

Included

• ▸Everything in Foundations Plus
• ▸Self-service help centre for case deflection (basic Experience Cloud site)
• ▸Einstein case classification/reply recommendations or Agentforce service-agent readiness (grounded on your knowledge base)
• ▸Advanced routing and CSAT survey setup
• ▸Up to 6 flows
• ▸Up to 15 reports + 3 dashboards
• ▸Migration of historical cases
• ▸16 hours role-based training (agents, leads, admin)