Salesforce Consulting. Project Management. Strategic Planning.
Salesforce
We have experience with Salesforce implementation projects across Sales Cloud, Service Cloud, and Experience Cloud platforms and with support services and System Administration
System Administration
Whether you need staff augmentation or ongoing support, our Certified System Administrator support is typically a fraction of the cost of a full time employee.
Automating Business Processes
Leverage your system investment with automations.
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Validations, Assigment Rules and Workflow Automations
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Record-Triggered Flows
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Scheduled Flows
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Screen Flows that guide users thru a process
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Migration of Workflow Rules and Process Builders to Flow
Implementation Planning
Our work can supplement:
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Requirements and Scope creation.
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Selecting and Managing 3rd party vendors/specialists.
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Staff augmentation of front line system setups and configurations.
Support Services
Setup/Customization
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User Managment
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Roles, Profiles, and Permission Sets
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Objects, Fields, Record Types and Page Layouts
Security
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Sharing Rules
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Field Accessibility
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Passwords, SSO, and MFA
Communication Templates
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Letterheads
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Templates (email and quote)
Productivity
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List Views
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Formulas & Validations
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Assignment Rules
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Flows
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Lead Scoring
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Reports & Dashboards
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Training and User Adoption
Strategic Planning
We provide strategic planning documentation and support
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Current and Future Process Maps
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Road Mapping
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Budget and Resource Planning
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Project Setup, Timelines and Managment
Certifications
Salesforce
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Salesforce Certified System Administrator
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Salesforce Certified Sales Cloud Consultant
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Salesforce Certified Experience Cloud Consultant
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Salesforce Certified Service Cloud Consultant
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Salesforce Certified App Builder
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Salesforce Certified Sharing & Visibility Architecht
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Salesforce Certified Data Architecht
Udemy
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Salesforce Lightning Flows
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Data Management
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JIRA Project Managment
