Bestir provides a wide range of salesforce administrative services to help your organization get the best out of your salesforce investment. Our certified Salesforce Administrators will help you with Salesforce Configuration, automation and Salesforce Integration needs and will also introduce you to the latest features and options being delivered by salesforce on a regular basis.

Need for a salesforce administrator

Without a regular salesforce administrator, organizations face many problems. Some common ones are

  • Ineffective implementation: Without right information, Organizations do not map their business processes correctly in salesforce and the implementation becomes ineffective, resulting in loss of productivity and sometimes project failure.
  • Unwanted complexity:  Salesforce provides many “out of box” features. Lack of such knowledge will result in the implementers creating created custom objects and custom code which unnecessarily complicates the performance and increases possibilities of bugs and maintenance needs.
  • Security issues: User Profiles, Roles and permissions may not mapped correctly and may result in unauthorized views or access to data, fields, and modules.
  • Obsolete configuration and metadata: Without a regular administrator, activities like User creation, Reset Passwords, Permission, Deactivate and Login access etc. will get delayed or missed out and will result in productivity losses and/or obsolete configuration/Meta data.
  • Inaccurate/ineffective Reports: – Building reports without proper joins, report types and security might result in reports that do not satisfy the business requirements

Benefits of Bestir admin support

Bestir Administrators can be available dedicated or on-demand to perform the following services to ensure your Salesforce org is up and running for a fine-tuned performance. 

 

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 backups & Full system backups.
  • Mass delete for old records or invalid from lead and contacts.
  • Quarterly database maintenance report (Field utilization report and roles by profile report).
  • Data Export and Import
  • Managing org profile and Company Settings
  • Regular Sandbox refreshes

 

Reporting & Automation

  • Standard and Custom Reports
  • MIS and Profile wise Dashboards
  • Setup Workflows for automatic Field Updates, Notifications, Task Creation etc.
  • Setting up Approval Process
  • Automating processes using Process Builder

 

Mail management

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

 

Object level management

  • Field level and Relationship settings
  • Managing Page Layout, Compact layout, Lightning Record Pages, Buttons, Links and Actions and Record Types.
  • Creating Validation Rules, formula fields etc.

 

Security settings

  • Managing Security and Access in Organization Level
  • Application Level Security
  • User Level Security

 

Other activities

  • Reviewing salesforce quarterly updates and highlighting key features to implement
  • Implement new features that suit the organization
  • Review AppExchange apps and help implement apps that are needed.
    

Why Bestir

  • Experienced: Having 10+ years of experience in salesforce projects having successfully delivered 60+ projects to customers in U.S, Australia and India.
  • Consistent:  Our Salesforce Certified professionals are trusted and recommended by our clients.
  • Adaptable: We understand that each company has its unique needs and constraints and provide flexible options for a successful working engagement.