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
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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.
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
Udemy
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Salesforce Lightning Flows
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Data Management
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JIRA Project Managment