Salesforce Administrator Services
By SynconAI: Your Trusted Partner in Salesforce Administration
At SynconAI, our Certified Salesforce Consultants deliver top-quality Salesforce Administrator Services, helping businesses unlock the full potential of Salesforce. With hands-on expertise and a customer-focused approach, we handle a wide range of Salesforce Administration tasks, ensuring your organization achieves seamless and efficient operations.
Having hands on Experience as a Salesforce Consultants, we offer top-quality Salesforce Administrator services to companies seeking to leverage Salesforce for their business needs. Our expertise spans a wide range of core Salesforce Administration tasks, including:
Database Model – Object Creation
We specialize in creating and customizing Salesforce objects, encompassing both standard and custom objects. We use relationships to build a robust data model tailored to your organization’s unique requirements. Our services also include assistance in creating custom fields and tabs, as well as support for implementing data integrity automations such as duplicate rules and triggers.
Web-To-Lead & Web-To-Case
We can assist you in configuring web-to-lead and web-to-case functionalities, enabling your organization to seamlessly capture leads and cases directly from your website into your Salesforce instance. This integration streamlines data entry and ensures that important customer information is readily available within your Salesforce system.
Our commitment is to empower your organization with a well-structured Salesforce environment that optimizes data management and enhances your ability to capture and manage leads and cases efficiently. Whether you are embarking on a Salesforce implementation journey or need ongoing Salesforce Administrator support, we are here to provide the expertise and services you require to succeed.
Security and Cyber Security
We have extensive knowledge of the Salesforce security model and can help you set up field-level security, permission sets, and sharing rules. SynconAi can also provide guidance on how to control record visibility using OWD, Role Hierarchy, and Sharing Rules to ensure your data is safe and secure.
Data Migration
SynconAi can assist with data migration from external systems into Salesforce using different tools such as Data Import Wizard and Apex Data Loader. I can also provide guidance on data export and scheduled export.
Sales and Support Processes
SynconAi can help you set up and customize your sales and support processes. We have experience with workflows, flows, email templates, and approval processes. We can also help you configure multiple steps and multiple approvers to the approval process, assignment and auto response rules for leads and cases.
Record Types and Page Layouts
We can help you create and customize record types and page layouts to suit your specific business needs. We have a deep understanding of how to use formula fields and cross-object formulas, validation rules, and roll-up summary fields.
Salesforce Mobile and Integration
SynconAi can assist with Salesforce1 mobile app setup and integration with external systems such as Outlook and more. I can also provide guidance on how to use Salesforce Chatter to improve communication within your organization.
User Management
SynconAi will onboard new users, and give them the right profiles and permissions needed to perform their day-to-day activities while staying very productive.
Automations with Flows
We are well-versed in the use of Salesforce Flows and can help you create complex business automations, custom buttons, links, and actions to streamline your business processes. We can also help you implement business logic like validation rules using formula fields and cross-object formulas.
Analytics – Reports and Dashboards
We can help you convert business requirements to reports and dashboards and create custom report types. we have experience with tabular reports, summary reports, matrix reports, and joined reports. We can also help you schedule reports and create dynamic dashboard filters.
Custom Application
We will build your custom application using declarative tools to meet your unique business needs. We will include automations and customizations that will give you the tailored solution you require to augment your business and Digital Transformation journey. We will work closely with you to understand your requirements and design a solution that enhances your business processes. We can get started as soon as you are ready.
SynconAI Implementation Approach
As a certified Salesforce Consultants, our implementation approach is based on Agile project management. Agile is an iterative and collaborative approach to software development that focuses on delivering value to customers quickly and responding to changing business needs effectively. Here are some of the key features of our implementation approach:
1. Collaborative Planning
Before starting any implementation project, we work closely with our clients to understand their unique business needs, goals, and challenges. We collaborate to create a detailed project plan that outlines the scope, timeline, budget, and resources required for the project.
3. Continuous Feedback
Throughout the project, we maintain close communication with our clients to gather feedback and make adjustments to the project plan as needed. This allows us to respond to changing business needs effectively and ensure the Salesforce solution meets our clients’ expectations.
5. Training and Support
Finally, we provide training and support to our clients to ensure that they can use and maintain the Salesforce solution effectively. We offer training sessions, user manuals, and ongoing support to help our clients maximize the value of their investment in Salesforce.
2. Iterative Development
Once the project plan is in place, we use an iterative development approach to deliver value to our clients quickly. We break down the project into small, manageable chunks called sprints, with each sprint lasting between 2-4 weeks. At the end of each sprint, we deliver a working Salesforce software increment that can be tested and reviewed.
4. Quality Assurance and Testing
We believe that quality is a key factor in the success of any implementation project. That’s why we use a range of quality assurance and testing techniques to ensure that the Salesforce solution is reliable, efficient, and scalable. We perform functional testing, integration testing, performance testing, and user acceptance testing to ensure that the Salesforce solution meets our clients’ business needs.
6. System Maintenance
Ongoing system maintenance is essential for your Salesforce solution to continue meeting your evolving business needs. As seasoned Salesforce Consultants, we offer tailored maintenance services that ensure your Salesforce solution continues to deliver long-term value to your organization. Whether you need help troubleshooting, debugging issues, or optimizing your Salesforce solution, we’ve got you covered.
Why Choose SynconAI?
Expertise
- Years of experience in Salesforce Administration.
Tailored Solutions
- Customized services to meet your unique business requirements.
Customer-Centric Approach
Dedicated to ensuring your success.