A La Carte - $100/Hr

Optional services billed hourly after implementation or as standalone tasks.

📊 Reports, Dashboards & Automation

• Custom Reports & Dashboards
• New Automation Flows (Flow Builder / Process Builder)
• Approval Processes (Quotes, Discounts, Expenses)
• Validation Rules & Conditional Logic
• Lead Assignment Rules & Auto-Routing
• Scheduled Flows or Batch Jobs

⚙️ Admin Configuration & Cleanup

• Add/Modify Fields & Page Layouts
• Custom Objects & Record Types
• Profiles, Roles, and Permission Sets
• Record-Level Security & Sharing Rules
• Org Cleanup (deprecated fields, layouts, workflows)
• Sandbox Refreshes & Deployment Support

✉️ Communication & Templates

• Branded PDF Templates (Quotes, Invoices, Proposals)
• Setup of Standard Quote & Order Objects
• DocuSign / eSignature Integration
• Custom Notifications & Alerts

🔌 Integrations & External Tools

• Mailchimp, Slack, RingCentral, Stripe, etc.
• Basic API Integration (one-way or two-way)
• Named Credentials & External Services
• Web-to-Lead or Web-to-Case Forms
• Experience Cloud (Portals) – limited scope

🗃️ Data & Documentation

• Data Import (from Excel, CSV, or other CRMs)
• Duplicate Management & Data Hygiene
• Field Mapping & Migration Planning
• End-User or Admin Training Sessions
• Custom SOP Documentation (PDF)

Note: All post-launch work is billed per request unless related to a bug covered in your package’s support window.