Zinc Quickstarts / One clear first step
A smaller project gets work moving. Choose one problem in Salesforce, your systems, or the way your team works.
Each Quickstart is a paid engagement. We agree on scope, fee, and schedule before kickoff, with a defined result and a handoff your team can use.
Find your QuickstartOne thing.
Done with purpose.
A goal, an owner, and a way to check the result.
The agreed assessment, pilot, or build.
Clear outputs. Clear next steps.
Salesforce expertise. Room to build beyond it.
We work across industries, with a specialty in manufacturing.Find your starting point
Choose the result you need. We will check the fit with you. Not sure? Tell us what is getting in the way.
What would help you move forward?
Showing all 13 Quickstarts.
01 / Salesforce
Improve the system you have, activate a useful feature, or plan what comes next.
Implementation
For sales teams where lead follow-up falls behind.
Follow up with leads and route replies through one Salesforce workflow.
You receiveConfigured Salesforce sandbox workflow with reply routing
What you need: An existing Salesforce lead process and an owner for testing, training, and production rollout.
Implementation
For support teams that keep returning to a shared inbox.
Put one case-routing or AI-assisted support workflow to work for one support team.
You receiveConfigured routing or one AI feature, with the required service setup
What you need: Service Cloud licenses, representative cases, and a support lead who can test the workflow.
Explore the related service →Implementation
For field teams that need a clearer dispatch-to-completion handoff.
Set up one dispatch or mobile workflow, or add AI tools for an existing crew.
You receiveA configured workflow or agreed Agentforce feature
What you need: A first crew, a dispatcher, and the Salesforce Field Service licenses needed for the agreed work.
Explore the related service →Assessment
For Salesforce teams that work around the system or question its data.
Find the Salesforce and data issues that matter. Get a ranked plan for improvements.
You receiveData quality, definition, and ownership findings
What you need: An admin and business owner who can share the agreed configuration and data samples.
Explore the related service →Assessment
For Salesforce teams that need to see who can view or change records.
Review access and security controls. Get findings and a plan for fixes.
You receiveFindings ranked by risk with supporting evidence
What you need: A Salesforce admin and security owner who can provide the agreed access. Implementation of fixes is scoped separately.
Assessment
For teams that start work in Salesforce and finish it in Slack, a portal, or another tool.
Plan one Salesforce workflow for Slack, a portal, or an AI tool. Start with a daily account digest or inbound lead review.
You receiveA pilot brief and recommendation for the next build
What you need: A Salesforce workflow and an owner for data and permissions. This Quickstart delivers a pilot plan; the build is a separate scope.
02 / Connected work
Bring one action, connection, or AI task into daily work.
Implementation
For sales and account teams that lose lead follow-up, account updates, or approvals between Slack and Salesforce.
Turn a daily account digest, inbound lead review, or approval into one Slack workflow connected to your systems.
You receiveA configured Slack workflow and the agreed system connection
What you need: A Slack workspace owner, access to the connected system, and the required plans and permissions.
Explore the related service →Implementation
For teams that copy the same information between two systems.
Connect one data flow between two systems and make failures visible.
You receiveA tested connection with validation and error handling
What you need: Two accessible systems, one defined data flow, and an owner for each end of the connection.
Explore the related service →Pilot
For teams that see a useful AI task but need evidence before expanding it.
Test one AI task with your data and a clear point for human review.
You receiveA working pilot in an agreed test environment
What you need: Representative data, a repeat task, and a person who can review the output.
Explore the related service →Implementation
For teams serving customers, partners, or employees when simple requests still need a chain of emails.
Give customers, partners, or employees one useful action online.
You receiveA working first version with the agreed data connection
What you need: One clear action and access to the records it needs. Wider portal features are a separate scope.
Explore the related service →03 / Data & people
Give teams a clear view, a useful process, and a way to follow through.
Implementation
For teams that need one trusted view for a recurring decision.
Build one trusted view for a recurring decision, such as production status or sales pipeline.
You receiveOne working dashboard in the selected tool
What you need: Available source data and a business owner who can confirm what each measure means.
Explore the related service →Implementation
For teams whose system is live but the work still happens somewhere else.
Improve one workflow that people avoid and help the team use it.
You receiveAgreed changes to one workflow and a simple user guide
What you need: A live workflow, participating users, and a manager who can support the change.
Explore the related service →Implementation
For marketing teams whose campaign interest does not lead to consistent follow-up.
Set up one customer journey, from the first trigger to a clear next step.
You receiveA configured journey in your agreed marketing tool
What you need: An existing marketing tool, a permitted audience, and an owner for follow-up.
Explore the related service →Choose the right kind of work
Each Quickstart names its result. These three types help you choose the right starting point.
Use this when you need findings or a plan before you build.
Use this when you need evidence from a limited test.
Use this when the problem and the needed change are clear.
The scope states where the work will run and who owns testing, training, and rollout. A pilot is a limited test. An assessment supplies a plan or findings.
Read the guide to choosing an engagement →
How it works
Tell us what needs to change. Name the team that will use the result.
Review your setup, data, and licenses. Agree on scope, fee, and schedule.
Complete the agreed assessment, pilot, or build. Review it with your team.
Hand over the work. Confirm ownership and any next step.
A few useful answers
The schedule depends on the work and your current setup. A Quickstart keeps the scope small so we can reach a useful result sooner. We agree on dates before kickoff.
Software licenses and usage costs are separate from our delivery fee unless the agreed scope says otherwise. We check what you already have and what the work needs.
Only for the Salesforce offers. We also build software, connect systems, improve data, and help teams change how they work. Tell us which tools you use.
No. The free AI readiness quiz is a self-guided check based on your answers. A paid assessment is a scoped review by our team of your systems, data, or processes.
We will explain what we find and agree on any change with you. Extra workflows, systems, or rollout work need their own scope.
You get the agreed outputs and handoff. We can discuss support or a larger next step if you need it. The Quickstart does not commit you to a wider project.
Plan a better first project
Your starting point
A production handoff. A sales process. A system that does not fit. We will help you choose a useful first step.