Salesforce Administration

Erick Sixto

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About this service

Summary

Maximize your Salesforce potential with expert administration services tailored to your unique needs.

From customized setup and configuration to user training, data management, and security audits, I provide a comprehensive suite of deliverables designed to optimize your Salesforce environment.

Benefit from personalized recommendations for system improvements and dedicated ongoing support to keep your operations smooth and scalable. Elevate your Salesforce experience and drive organizational success.

Process

Initial Consultation: Identify needs and goals.

Assessment and Planning: Review current setup; outline action plan.

Customization and Setup: Implement tailored configurations.

Data Management: Organize and cleanse data.

Training and Support: Equip team with resources and knowledge.

Security Review: Ensure environment is secure and compliant.

Optimization: Enhance system performance.

Review and Handover: Confirm project success; provide documentation.

Ongoing Support: Offer continuous assistance and updates.

What's included

Customized Setup and Configuration
A custom setup and configuration work performed on your Salesforce environment. This will include customizations tailored to your business processes, user setup, security settings, and any other configurations done to optimize your Salesforce instance.
User Training Materials and Guides
Custom-created training materials and guides designed to help your team effectively use the Salesforce platform. These resources will be tailored to the specific features and functionalities implemented for your organization, ensuring your team can leverage Salesforce to its full potential.
Data Management
A comprehensive plan outlining strategies for data import, export, cleansing, and maintenance within your Salesforce system. This deliverable ensures that your data remains accurate, up-to-date, and aligned with your organizational goals.
Ongoing Support
An outline of the ongoing support services provided, including regular system checks, user support, and updates on new Salesforce features and how they can benefit your organization.

Example projects