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Managed Services

This service goes beyond the initial setup and implementation of Salesforce and focuses on the continuous operation, optimization, and enhancement of the Salesforce platform to ensure it meets the organization's evolving needs. Here's an overview of what Managed Services for a Salesforce system typically involves:

System Monitoring

Continuous monitoring of the Salesforce system to proactively identify issues, performance bottlenecks, and potential security vulnerabilities.

Security and Compliance

Ensuring that Salesforce is configured securely and in compliance with industry standards and regulations. This includes managing user access, permissions, and data security settings.

Customization and Configuration

Implementing changes and enhancements to the Salesforce system based on evolving business requirements. This includes creating new custom fields, objects, workflows, and automation as needed.

Release Management

Staying up-to-date with Salesforce platform updates and new features and coordinating the testing and deployment of these updates to minimize disruption and take advantage of new capabilities.

Documentation and Training

Providing updated documentation and training materials for users and administrators to help them make the most of Salesforce features and functionality.

Governance and Best Practices

Enforcing best practices for Salesforce system governance, ensuring that changes are made following a structured change management process.

Strategic Planning

Collaborating with the organization to align Salesforce with long-term strategic goals and providing recommendations for future enhancements and optimizations.

User Support

Providing responsive support and assistance to end-users, including troubleshooting, resolving issues, and addressing user queries related to Salesforce functionality.

Data Management

Ongoing data quality checks, data deduplication, archiving, and data migration as needed to maintain the integrity and cleanliness of Salesforce data.

Integration Maintenance

Managing and maintaining any integrations between Salesforce and other systems to ensure data consistency and smooth information flow.

Performance Optimization:

Continuously optimizing the Salesforce system for better performance, scalability, and efficiency. This may involve streamlining processes and workflows, improving reporting, and optimizing database queries.

Reporting and Analytics

Developing and maintaining reports and dashboards to provide insights into key performance indicators and help the organization make data-driven decisions.

Emergency Support

Offering rapid response and support in the event of critical issues, system outages, or data loss incidents.

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Managed Services for a Salesforce system aims to ensure the platform remains a valuable asset for the organization, supporting its business processes and helping it achieve its objectives. This ongoing partnership allows the organization to focus on its core activities while relying on experts to maintain, improve, and optimize its Salesforce implementation.
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