How EZ-TASK™ Works

Choose a Salesforce Task from our Task Marketplace

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We pair your task request with our EZ-Task™ Qualified Salesforce® Resource

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You will receive an email when your task is complete

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Once We Receive Your EZ-TASK™ Request Form

  1. Once we approve your task request, you will receive a confirmation email as notification.
  2. This same email notification will have a link and instructions on how to submit your payment online. Your payment is due within 48 hours, otherwise your Request will be canceled for non-payment.
  3. Once your payment is processed, you will receive an email requesting Credentials (Login) for your Salesforce® platform. Work on your task cannot begin until we have access to your Salesforce®. If you have any concerns about security of your data, please visit our Security Page.
  4. Once we have access to your Salesforce® platform, you will receive an email confirmation that your Task Order has been assigned to an EZ-Task™ Qualified Salesforce® Resource.
  5. If you requested a 10 minute call when you submitted your task request, you will receive an email to schedule the call. For more information on how our 10 minute call is processed, please visit our FAQ.
  6. You will receive a call from the EZ-Task™ Qualified Salesforce® Resource service provider at the appointed time to review your task order and verify that your Salesforce® platform is ready for the task you have ordered.
  7. Once your call is finished, the EZ-Task™ Qualified Salesforce® Resource service provider with get started on your task order. When the task has been completed, they will notify our internal department that it is ready and we will review the order for accuracy and function per your request.
  8. Once we have approved the task order, we will send you a final email stating that your task has been completed and ready in your system.
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