Installation & Setup Options

OnboardingIncludes
Basic
  • 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

Select

  • 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”)
  • Consultation and training sessions (refer to your product tier for the included hours)
  • Go-LIVE preparation
  • Access to our Silver Support during the installation period
White-glove
  • 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
  • Consultation and training sessions (refer to your product tier for the included hours)
  • Go-LIVE preparation
  • Access to our Gold Support during the installation period