If you would like to speed up your initial implantation process and/or would like a general training session on how to use the RS Documents app core functionality in Salesforce, we offer live training sessions over screen-share at $95/hour. We suggest to start with a 1-3 hour support training package. You can specify the amount of on-boarding hours you would like when submitting the payment form: Purchase On-Boarding Hours Here.
Onboarding Training Sessions may include:
- Install the App from AppExchange
- Authorize the App with your Google Drive.
- Create Google Docs Template
- Review sharing & permission setting options for Google Docs.
- Create Document Action
- Review fields and optional configurations in document action.
- Review Template Builder
- Merge few example data fields from your base object into Google Docs Template.
- Create Custom Button
- And add custom button to your object page layout.
- Test Document Generation
- See document get generated and attached to your Salesforce record (for example).
- Review any other questions
- If you would prefer more of a full service implementation or help with advanced configurations like automation and/or want to discuss process improvement, we have a great team of Salesforce Consultants at Ramsey Solutions that are very familiar with our RS Documents app. You can contact them directly here to scope out details and they charge $175/hour.