Getting Started with Salesforce Checklist [E-BOOK]

Cover Getting Started with Salesforce Ascendix

Considering to start using Salesforce?

Ascendix team prepared a checklist to help you prepare your team for migration to Salesforce and avoid typical mistakes.

This Salesforce checklist will focus on all the aspects of the platform: from the basic overview and list of educational resources for absolute beginners to a sample vector for your Salesforce implementation.

You will find a step-by-step plan on how to prepare for implementation, create a user experience, manage and migrate your data effectively, deploy the system and educate your users.

Get Your Copy of Getting Started with Salesforce Checklist

A step-by-step plan on how to prepare for Salesforce implementation, migrate your data effectively, deploy the system and educate your users.

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David Noble
Vice President of Market Research, Hanna Langholz Wilson Ellis

When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems. Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used. After our initial discussion with the Ascendix team, we quickly realized that we were speaking with a partner in this process, someone as invested in our success as we were.

Roel Waals
Founder and Head of Product, M |ployee

We needed immediate help with developing a major functionality for our core Salesforce solution. It was necessary to deliver a well-tested solution in the short term. Ascendix developed a custom application within Salesforce managed package using Apex, Flows, and metadata configuration. Despite the urgency and multiple challenges, the team was able to understand the current solution and adjust it in time and within the planned budget. As a project supervisor, I was very satisfied by communication with the team, they were replying rapidly, stand-ups, and other meetings were well-structured and effective.