We can take over the entire development and administration support of your Salesforce solution or we can handle only certain aspects, according to your needs.
Daily administration. We’ll configure Salesforce based on your requests, e.g., set up workflows, configure custom reports, and install apps to ensure the continuity of Salesforce-supported business operations.
Data administration. We’ll upload data in a Salesforce, cleanse data, set up duplicate and validation rules, etc.
24/7 System monitoring. We quickly identify and fix errors in Salesforce performance, which helps to prevent critical performance issues.
Monthly health checks. We check Salesforce features and processes for inefficiencies and optimize as needed.
User help desk. We support your Salesforce users by answering questions about features, data access, authentication, error messages, etc.
Troubleshooting. We quickly react to performance, security and other Salesforce issues, which need to be fixed on the code level.
System evolution/transformation. We implement enhancements, including substantial ones, to Salesforce according to change requests and modify default functionality quickly and with no impact to current business operations in Salesforce.
Task-based and Need-based Support Process
Task-based. Task-based issues are usually small requests with limited functional changes and minimal impact. We use a ticketing system to track these requests. We can set up levels of approval as needed.
Need-based. Need-based issues are usually somewhat complex and therefore require collaboration, alignment and detailed implementation documentation. Dallas CRM can produce requirement documentation as well as implementation documentation if needed.