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Today, Salesforce is not just a CRM product, the cloud-servicing platform comes with a host of services including sales, finance, marketing commerce, community management and much more.

Without a Sales Force Adminstrator, Your Organisation May Face the Following Issues:

  • Unwanted Complexity In Sales Force Setup: Salesforce provides many Out of Box features. Lack of knowledge will result in users creating custom objects which unnecessarily complicates the performance and increase possibilities of bugs and maintenance needs
  • Inaccruate/Ineffective Reports : Building reports without proper joins, report types and security might result in reports that do not satisfy business requirements.
  • Security Issues: User Profiles, Roles and Permissions may not mapped correctly and may result in unauthorised views or access to data, fields and modules.
  • Obsolete Configuration and Metadata: Without a regular administrator, activities like User creation, Reset Passwords, User Permissions,  User Deactivation and Login access etc will get delayed or missed out and will result in productivity losses and or Obsolete Configuration/ Meta Data.

Team SBA can offer a Salesforce Administrator service that covers:

User Management

  • New User creation, Deactivate, Password Reset, others like (SSO and Two-Factor Authentication).
  • Create New Profiles, Roles, Assign Role or Define Role Hierarchy.
  • Managing Profiles, Permission Sets, Groups and Users.
  • User Interface Mapping.

Data Management

  • Data Backup and Full System Backups.
  • Mass delete old records or invalid records from Lead and Contacts.
  • Database maintenance reports.
  • Data Export and Import.
  • Managing Org Profile and Company Settings.
  • Regular Sandbox Refreshes.
  • Duplicate Records Management.

Reporting and Automation

  • Standard and Custom Reports.
  • MIS and Profile wise Dashboards.
  • Setup Workflows for Automatic Field Updates, Notifications, Task Creation etc.
  • Automating Processes using Process Builder.

Mail Management

  • Email Template Creation.
  • Classic Letter Heads.
  • Lighting Email Templates.
  • Gmail and Outlook Integration and Sync.
  • Mail Merge Templates

Object Level Management

  • Field Level and Relationship Settings.
  • Managing Page Layout, Compact Layout, Lighting Record Page, Buttons, Links and Actions and Record Types.
  • Creating Validation Rules, Formula Fields etc.

Security Settings

  • Managing Security and Access at various Organisation Level.
  • Application Level Security.
  • User Level Security.

Customise Labels

  • Tab Names and Labels creation.
  • Fields, Leads, Accounts, Contacts, Organisations, etc. creations, Modify.

Team SBA provides an efficient and cost-effective Sales Force Administration Support Services for organisations.

If you have implemented Sales Force and need help in a resource constrained environment, with setting up and maintaining Sales Force on a cost-effective budget then reach out to Team SBA for an exploratory chat.

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