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Salesforce 

We have experience with Salesforce implementation projects across Sales Cloud, Service Cloud, and Experience Cloud platforms and with support services and System Administration

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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.

Shared Office

Automating Business Processes

Leverage your system investment with automations. 

  • Validations, Assigment Rules and Workflow Automations

  • Record-Triggered Flows

  • Scheduled Flows

  • Screen Flows that guide users thru a process 

  • Migration of Workflow Rules and Process Builders to Flow

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Implementation Planning

Our work can supplement:

  • Requirements and Scope creation. 

  • Selecting and Managing 3rd party vendors/specialists.

  • Staff augmentation of front line system setups and configurations.

Support Services

Setup/Customization

  • User Managment

  • Roles, Profiles, and Permission Sets

  • Objects, Fields, Record Types and Page Layouts

Security

  • Sharing Rules

  • Field Accessibility

  • Passwords, SSO, and MFA

Communication Templates

  • Letterheads

  • Templates (email and quote)

Productivity

  • List Views

  • Formulas & Validations

  • Assignment Rules

  • Flows

  • Lead Scoring

  • Reports & Dashboards

  • Training and User Adoption

Strategic Planning

We provide strategic planning documentation and support

  • Current and Future Process Maps

  • Road Mapping

  • Budget and Resource Planning

  • Project Setup, Timelines and Managment

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Certifications

Salesforce

  • Salesforce Certified System Administrator

  • Salesforce Certified Sales Cloud Consultant

  • Salesforce Certified Experience Cloud Consultant

  • Salesforce Certified Service Cloud Consultant

  • Salesforce Certified App Builder

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Udemy

  • Salesforce Lightning Flows

  • Data Management

  • JIRA Project Managment

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