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Salesforce Success Plans

Fix your functionality and future proof your technology with one of our Success Plans below.

We look forward to supporting you on your Salesforce journey. 

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Basic Admin

  • User management and permissions
  • Standard and custom field configuration
  • Reports and dashboards
  • Email and telephone support (UK business hours)
  • Access to a team of Certified Salesforce Administrators and experts

A great choice if...

Your main requirements are support with user management, simple customisations and creating reports/ dashboards.

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Complex Admin

  • Case Management using Customer Portal
  • Complex customisations
  • 3rd party applications support e.g. Certinia, XCD, Account Engagement
  • Automation Support - Creating, enhancing and troubleshooting.
  • Process builder to Visual Flow migration
  • Data Analysis and Data Import Assistance
  • User Experience Design Support
  • Monthly Health check
  • Release recommendations and strategic planning

A great choice if...

You need advanced customisation, seamless integration, and optimisation is required

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Admin & Code

  • Existing custom code support
  • Debug and troubleshoot custom code errors
  • Write APEX to cover feature gaps in declarative automation
  • Write Lightning Web Components
  • Write unit tests to monitor the health of both custom code and Flow solutions
  • Implement large ‘ETL’ data imports and exports involving Salesforce
  • Ability to fit in with an existing source driven DevOps process

A great choice if...

A mixture of admin tasks with coding skills is needed to build custom and efficient solutions.

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High Code

  • Use Salesforce APIs to design and implement custom integrations with third party systems
  • Work with your companies developers and IT providers
  • Build highly functional and interdependent Lightning Web Components to solve complex business requirements
  • Maintain and improve existing custom code solutions
  • Take a leading role in a DevOps process and release management

A great choice if...

Your org is highly complex so needs advanced coding skills to make Salesforce do exactly what your business needs 

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