POrter

What You Get Working with Porter

1. P10 License Activation & Setup

We’ll configure your Salesforce P10 environment to maximize value right out of the box:

• Setup of Salesforce Platform Starter (P10) org

• User provisioning and permissions configuration

• Standard object enablement (Accounts, Contacts, Opportunities, Tasks)

• Stock page layouts and record types

2. Slack Integration & Configuration

We make Slack the front door to Salesforce — no extra tabs required.

• Connect Slack to Salesforce using the official integration

• Configure key channels and notifications for sales, service, and ops teams

• Build Slack commands and shortcuts to log notes, create records, and view account details

• Enable conversational workflows (e.g. “/sf create lead” or “Show me today’s pipeline”)

3. Out-of-the-Box Automation

You don’t need code to create impact. We leverage built-in automation tools like:

• Salesforce Flow for quick actions and approvals

• Slack Workflow Builder for process triggers and alerts

• Einstein GPT for Slack (optional) for AI-powered insights and summaries

4. Enablement & Handoff

We’ll make sure your team is ready to own it.

• Admin training on managing users and data

• Quick-reference guide for using Salesforce from Slack

• Governance checklist for scaling the setup