Fast implementations to get started right with Salesforce
Predefined configurations based on best practices so your team adopts Salesforce in weeks, not months.
What is an AT Vault QuickStart?
An implementation package with fixed scope, short timelines and concrete results from day one.
Defined scope
You know from the start what's in and what's out. No surprises, no scope creep.
Short timeline
In 4 to 6 weeks, your team is already operating Salesforce independently.
Scalable foundation
Start right so you can grow. The architecture is designed to evolve.
Our QuickStarts
Choose the module that best fits your needs.
Sales Cloud QuickStart
⏱ 4 to 6 weeksOrganize your sales process and start managing opportunities with real pipeline visibility.
What it enables
- Manage leads, accounts and opportunities in one place
- Get pipeline and forecast visibility
- Automate repetitive tasks for the sales team
- Integrate your corporate email (Outlook / Gmail)
Includes
- Leads, Accounts, Contacts and Opportunities setup
- Up to 3 automations (Flows)
- 1 executive dashboard + pipeline reports
- Outlook / Gmail integration
- Team training and documentation
Service Cloud QuickStart
⏱ 4 to 6 weeksManage support cases with order, clear SLAs and omnichannel service from day one.
What it enables
- Centralize support cases in a single panel
- Define SLAs and escalation alerts
- Enable intake channels (email and web form)
- Measure team performance with operational reports
Includes
- Cases, Queues and Service Console setup
- Email-to-Case and Web-to-Case
- Entitlements and milestones by severity
- Knowledge Base with sample FAQ articles
- 1 operational dashboard + key reports
Digital Engagement QuickStart
⏱ 4 to 6 weeksAdd WhatsApp, web chat and a bot to handle frequent queries without adding headcount.
What it enables
- Enable WhatsApp and web chat as service channels
- Build a bot that answers FAQs automatically
- Route conversations to the available agent
- Measure performance in an omnichannel dashboard
Includes
- WhatsApp Business + web chat configuration
- Einstein Bot with 8 to 12 intents
- Omni-Channel routing
- Real-time metrics dashboard
💡 Requires active Digital Engagement licenses.
Marketing Cloud QuickStart
⏱ 4 to 6 weeksStart communicating with your contacts in a segmented and automated way.
What it enables
- Send segmented email campaigns
- Build automated nurturing journeys
- Measure deliverability and performance of each send
- Manage contact lists and preferences
Includes
- Email Studio setup
- 2 journeys in Journey Builder (welcome + nurturing)
- 3 responsive email templates
- Performance and deliverability reports
💡 Requires active Marketing Cloud licenses.
Agentforce QuickStart
⏱ 6 weeksPut your first AI agent to work on your Salesforce: it answers with your data, takes action and escalates to your team when needed.
What it enables
- Handle inquiries 24/7 with AI that reasons over your CRM
- Deflect repetitive inquiries and free up your team
- Take actions in Salesforce, not just answer with text
- Measure deflection and resolution from day one
Includes
- 1 agent with up to 10 topics and 20 actions
- Knowledge base + prompt templates
- Testing, training and assisted go-live
- 30-day post-launch warranty
💡 Requires active Agentforce licenses.
Which QuickStart is right for you?
| QuickStart | Ideal for | Estimated time |
|---|---|---|
| Sales Cloud | Sales teams looking to organize their pipeline and opportunity tracking | 4 to 6 weeks |
| Service Cloud | Support teams that need case management with SLAs and intake channels | 4 to 6 weeks |
| Digital Engagement | Companies that want to serve customers via WhatsApp and chat with an FAQ bot | 4 to 6 weeks |
| Marketing Cloud | Marketing teams looking to automate email communications | 4 to 6 weeks |
| Agentforce | Companies that want to put their first AI agent into production on Salesforce | 6 weeks |
Before you start, keep in mind
- Salesforce licenses are not included and must be active before the project starts.
- The scope is fixed. Changes or additions outside the scope are quoted separately.
- The QuickStart does not replace a full implementation for complex or highly customized processes.
- AT Vault can support your growth post QuickStart with evolution and support services.
Want to implement Salesforce in just a few weeks?
Talk to a Vaulter and together we'll find the QuickStart that best fits your business.