Services

Create and manage user profiles, roles, and permission sets.

Manage access and sharing settings.

Monitor user login history and enforce security policies.

Import and export data.

Manage data storage and archiving.

Conduct data cleaning and deduplication.

Create and manage data backups.

Build and customize reports and dashboards based on business requirements.

Schedule and distribute reports.

Train users on creating their own reports.

Apply Salesforce updates and releases.

Monitor system performance.

Troubleshoot and resolve issues.

Create workflow rules and approval processes.

Develop automated processes using Flow.

Test and debug automation processes.

Create custom objects, fields, page layouts, and record types.

Customize Salesforce applications and tabs.

Implement custom validation rules.

Create and manage custom views and list views.

Install and update AppExchange apps.

Troubleshoot issues with apps.

Monitor app usage and performance.

Meet with stakeholders to gather business requirements.

Translate business requirements into Salesforce functionality.

Test and validate implemented solutions.

Manage change requests and version control.

Salesforce Implementation Strategy

Salesforce Adoption Strategy

Customization Strategy

Performance Metrics

Continual Improvement Plan