POrter

Immediate value from Your p10.

Forget tweaking layouts
Forget chasing perfect views
Leverage your legacy data without expensive migrations.

Go straight from Your Data to Decisions

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

Why Choose Our Quick Start?

  • Fast

    Go from zero to connected in just 1–2 weeks.

  • Familiar

    Your team stays in Slack — where collaboration already happens.

  • Lightweight

    Uses standard Salesforce features and P10 licenses — no heavy customization.

  • Scalable

    Add automation, AI, and custom objects later as your needs grow.

This Solution is Ideal For

  • Organizations that want minimal disruption

  • Leaders looking to unify CRM data and team collaboration

  • Customers needing faster time to value from a tech project

  • Sales, service, or ops teams getting started in Slack in weeks

  • When needs require an enterprise CRM, but budgets don’t allow for expensive migrations