Maximize ROI on your Salesforce Deployment!

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Upfront Analysis

  • Analyze existing systems
  • Review export of current data
  • Assess new environment to create data maps
  • Define workflows and organizational hierarchy
  • Identify 3rd party apps needed




  • Create project plan with defined milestons
  • Setup customer sandbox for testing
  • Create documents outlining custom triggers and workflows
  • Build mockups of any custom visual force pages


  • Create custom objects and relationships in Sandbox
  • Import test data for validation
  • Write scripts and Apex code
  • Write test methods for preparation to deploy



Test and Implementation

  • Validate data integrity
  • Confirm workflows and triggers
  • Import complete data set
  • Roll into production

Salesforce Admin Training

  • Setup and mange users profiles/permissions
  • Build custom reports
  • Create and deploy custom objects and fields
  • Define and manage company settings
  • Edit page layouts and settings

End-User Training

  • Templates and content for reuse
  • Adding accounts and contacts
  • Managing leads to opportunities

Enable mobile learning across devices

  • Train and participate directly from mobile devices
  • Deploy interactive mobile experiences including breakout sessions
  • Enjoy hosting, file sharing, whiteboarding, and emoticons via mobile
  • Allow participants on desktop to enter hassle-free with no downloads

Immersive virtual classroom experiences

  • Measure live learner participation with engagement monitoring
  • Brand-able, customizable and persistent virtual classrooms
  • Streamline live session management with intuitive backstage tools
  • Maximize engagement with extensive interactive options

Manage live event registration and curricula

  • Generate custom landing pages quickly using templates
  • Customize registration form
  • Easily deploy reminder, confirmation, and ad-hoc emails
  • Create curricula for live virtual classroom courses

Create and deploy engaging content

  • Generate structured curricula with enhanced learner enrollment management
  • Rapidly generate and deploy content using our Microsoft PowerPoint plug-in Adobe Captivate and Adobe Presenter
  • Create content once and publish across devices, including SCORM and AICC content
  • Use the features of a Learning Management System (LMS) at a fraction of the cost with Adobe Connect, or integrate it with your existing LMS
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