Unused Time Expires in 6 Months
Time deducted in ¼-hour increments
Unused Time Expires in 12 Months
Time deducted in ¼-hour increments
Unused Time Expires in 12 Months
Time deducted in ¼-hour increments
Sales Cloud™, Service Cloud™, Pardot™, Community Cloud™, Education Data Architecture (EDA), Nonprofit Success Pack (NPSP), Financial Services Cloud (FSC)
Field Service Lightning, Knowledge, Lightning Dialer, Salesforce Inbox, Sales Cloud Einstein, Service Cloud Einstein, Salesforce Engage, Einstein Analytics
Composer®, Courier®, Grid™, CollaborateSM, Sign, Conga Contracts for Salesforce (CC4SF) and Conga Contracts (off-platform).
When utilized in conjunction with Salesforce, the following third-party apps are supported: Apsona, Causeview Advancement, Causeview CV-Impact, DemandTools by Validity, DocuSign Electronic Signature, FormAssembly, FormStack, HelloSign, OnceHub (ScheduleOnce), OwnBackup, People Import; RingLead Suite, SMS Magic, Roll-up Helper, TaskRay.
Lightning Experience and Classic
Adding, modifying, de-activating, password resets, role management, profile management, permission sets, public groups, queues
Record sharing, accessibility settings, password & session settings, delegated administration, backup
Creation or modification of Standard and Custom objects, record types, fields, workflows, process builder processes, approval processes, page layouts, custom links, buttons, actions, report types, apps, tabs, labels, validation rules, assignment rules, auto-response rules
Creation, modification and management of custom views, reports, dashboards and analytic snapshots
Utilizing the built-in import, mass transfer and mass delete wizards; Apex Data Loader; dataloader.io, Jitterbit data loader
Triggers, Visualforce, Flows, Sites, Lighting Components
Creation or modification of Lightning or Classic email templates
Installation or removal of AppExchange packages
Einstein Bots, Chat, Messaging
Other support services as requested by client and agreed to in writing by akaCRM
The following items are excluded under AdvisorPro™, but ARE available from akaCRM under ongoing support, Agile Support™ or project-based agreements. If you have needs that fall under these exclusions, contact us so that we may have a qualified representative provide you a quote.
akaCRM Inc.
6510-A S. Academy Blvd, #258
Colorado Springs, CO 80906
(877) 928-3337
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