What's included

• ⚙️ User & Security Configuration

  - Setup and management of Users, Roles, Profiles, and Permission Sets - Configuration of Login IP ranges, Session Settings, and Password Policies - Assignment of appropriate license types based on user needs - Creation of Public Groups, Queues, and Sharing Rules for data access control

• 🏗️ Object & Field Customization

  - Customization of standard objects (Leads, Contacts, Accounts, Opportunities, etc.) - Creation of custom objects, fields (picklists, lookups, formulas, etc.) - Field-level security, page layout assignment, and record types - Compact layouts and dynamic form setup for enhanced UI

• 🔄 Automation & Process Optimization

  - Development and optimization of Flows (Record-Triggered, Scheduled, Screen Flows) - Workflow Rules (if still required for legacy support) - Approval Processes setup and testing - Assignment Rules and Auto-Response Rules for Leads and Cases

• 📊 Reports & Dashboards

  - Creation of custom reports using Report Builder - Dashboard creation for sales, service, and executive teams - Report filters, buckets, and formulas for advanced insights - Folder and access control for reporting visibility

• 🔗 Integrations & App Configuration

  - Configuration of integrations (e.g., Email-to-Case, Google Calendar Sync, Outlook, Gmail Plug-in) - Installation and configuration of AppExchange apps - Support for Connected App setup for API or mobile integrations

• 📋 Data Management

  - Data import/export via Data Loader or Data Import Wizard - Duplicate rule setup and matching rules configuration - Support for data deduplication and record cleanup - Backup recommendations and data archive practices

• 🧪 Testing & Documentation

  - Sandbox testing and UAT support for all configurations - Admin-level documentation for future reference - Change log and deployment summary (for production moves) - Training materials or walkthrough (if requested)

• 🔧 Ongoing Admin Support (Optional for Long-Term Engagement)

  - Weekly health checks and error log review - New user onboarding and profile assignment - On-demand support for minor changes and user queries - Quarterly org cleanup and optimization recommendations