YWAM Base Package

Salesforce Implementation for a YWAM base in one week

Pre-week intro

This is a 1 hour online meeting providing an overview of what we will be building out in Salesforce.  This meeting is important for prepping your base on what you need to have ready in order to make the implementation week effective.

Includes:

  • Acquiring the 10 free SF licenses
  • Setting up the licenses for customer community logins and any more licenses that would be needed for staff.
  • Collecting all the student registration forms you need to support
  • Documenting your processes for information flow
  • Collecting your base logo and finding an image asset for the landing page for student registrations.
  • Creating text for each email notification that is sent within the process
  • Making sure each person has completed or will complete the CRM Basics and Beginner Admin courses from Salesforce Trailhead (a free resource).

Week of Training

This is four days of intense training on implementing Salesforce for a base.  Each day includes a morning and afternoon session.  Within each session we will train on the topic and then provide time your staff to begin to implement features.  We have found that this combination of teaching and then doing provides a hands-on learning environment that sets your staff up for success in the long-term administration of Salesforce.

Includes:

  • Monday AM – Logins, Roles, Profiles, Permissions
  • Monday PM – Objects, Fields, Layouts
  • Tuesday AM – Email templates, Email Alerts, Workflow rules
  • Tuesday PM – Cloud flows
  • Wednesday AM – Process builder
  • Wednesday PM – Domains, Communities
  • Thursday AM – Apps, Paths, Views, Kanban boards
  • Thursday PM – Reports, Lightning page builder, Dashboards, Data Imports
  • Friday – Go Live!

Follow up

This is three 1 hour follow up online meetings.  They will occur each week for three weeks after the initial training and provide a communication structure for your Salesforce admins to ask questions based on real time feedback from students and staff using your new system. 

Includes:

  • Additional training
  • Feedback on implementation that has been done by your trained admins
  • Troubleshooting any problems that come up

Total Investment

$6,000 + travel

Interested in finding out more?

Fill out this contact form and we will be in touch right away!