Try Place Shift’s Salesforce Assist and get:
- A Dedicated Salesforce Admin
- A Comprehensive Salesforce Health Audit
- Help writing dashboards and reports
- Expert Guidance
- And More
Hire a Salesforce Admin today
How Place Shift Works
Place Shift’s Salesforce Assist gives you a dedicated and experienced Salesforce Admin to support your business with a personalized plan that works for you and your budget!
Example of Personalized Plan:
Daily Tasks
- Provision or deactivate user accounts
- Unlock or reset user accounts and passwords
- Fine tune reports and dashboard
- Identify/Troubleshoot user-facing issues
- Troubleshoot email campaigns, workflows and approval cycles
Weekly Tasks
- Import/Export Data
- Create & Edit Custom Views
- Modify templates/field values
- Build & Edit Processes and Workflows
- User History Analysis
Monthly Tasks
- Identify and remove under-utilized reports
- Identify and remove under-utilized roles or profiles
- Install high-priority updates
- Data de-duplication
- Backup system
Quarterly Tasks
- Maintain cross team reports, integrations and data requirements
- Research and recommend potential process improvement opportunities
- Review administrator audit logs