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Type | Includes |
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Partner onboarding | - Introductory call with all parties involved to review the necessary onboarding steps
- Delivery of the installation instructions to Magento SI (and Salesforce SI/Admin)
- Review product configuration with all parties (“you” and your System Integrators)
- Review default data mappings with all parties (“you” and your System Integrators)
- Consultation and training sessions (refer to your product tier for the included hours)
- Go-LIVE preparation
- Product hand-off
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Standard onboarding | - Product installation (up to 2 environments, usually LIVE and STAGING)
- Magento extension installation
- Salesforce managed package installation
- Review product configuration with the Customer (“you”)
- Review default data mappings with the Customer (“you”)
- One hour consultation and training session & product hand-off
- Go-LIVE preparation
- Access to our Silver Support during the installation period
|
White-glove onboarding | - Product installation (up to 3 environments, usually LIVE and STAGING)
- Magento extension installation
- Salesforce managed package installation
- Review product configuration with the Customer (“you”)
- Review default data mappings with the Customer (“you”)
- Setting up custom PriceBooks in Salesforce for each Magento Website
- Order statuses set up in Salesforce to match Magento (one time)
- Migrating data mappings from STAGING to LIVE Magento environment
- Setting up custom field mappings (based on your requirements)
- Handling WSDL file updates in Magento
- Full historical data sync for all supported entities
- Working with Salesforce and Magento Solution partners to resolve customization conflicts in either platform
- One hour consultation and training session & product hand-off
- Go-LIVE preparation
- Access to our Gold Support during the installation period
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