Salesforce Consulting

Provide Salesforce consulting and administrator services that includes creating and managing Users, Reports, Dashboards, profiles, Workflow, Process Builder, Page Layouts, Sandbox environments, Email Marketing Setup, Security Setting, Web to lead Form, 3rd Party App integrations, templates, etc. 

Including various tasks of data migration from any platform to Salesforce.  Speciality with integration and implementation of nonprofit success pack (NPSP) and systems frequently used by nonprofit organizations.

Salesforce Services Offerings:

• Understanding the Salesforce environment  
• Salesforce Standard Objects
• Salesforce Custom Objects 
• Web to Lead 
• Salesforce Sales Process
• Salesforce Service Process 
• Web to case
• Case Management
• Email to case 
• Collaboration in Salesforce 
• Salesforce Data Model 
• Data Validation 
• UI Design & Mapping With Department 
• Expanding the App Using Relationships 
• User Management
• License Management 
• Security and Sharing
• Territory Management
• Sandbox Management   
• Data Management 
• Custom Workflow Processes 
• Approvals Process 
• Advanced Automation 
• Analyzing Data with Reports and Dashboards
• User Adoption
• Salesforce NonProfit Success Pack (NPSP)
• Salesforce Marketing Cloud