# Salesforce Managed Services | SynconAI > Salesforce managed services across the USA and Australia: admin and user support, automation, integrations, reporting, security and a monthly improvement cycle. Publisher: SynconAI Source: https://synconai.com/salesforce-managed-services Canonical HTML: https://synconai.com/salesforce-managed-services Markdown cite: https://synconai.com/salesforce-managed-services.md Contact: contact@synconai.com ยท +61 2 7813 0221 ## Dated platform facts (verified August 2026) - Automation end of support: Workflow Rules and Process Builder passed end of support on 31 December 2025. Existing automations keep running, but defects found after that date are not fixed. - Permissions on profiles: The permissions-on-profiles retirement was cancelled in June 2026. Salesforce no longer enforces the Spring 2026 end-of-life date, though it still recommends a permission-set-led model. Anyone selling an urgent forced migration on this is working from stale information. - Org health tooling: Salesforce Optimizer has been retired and replaced by Org Check. Org health reporting should point at the current tool rather than a retired one. - Technical debt: Technical debt is the most commonly reported challenge among Salesforce admins, and it is what stalls Agentforce and Einstein rollouts. Agents grounded on a messy org inherit the mess. ## Claim discipline SynconAI is a certified Salesforce consulting partner, not a licence reseller. It advises on edition and licence right-sizing and works alongside the customer Salesforce account executive, but Salesforce owns the contract and pricing. Release behaviour and retirement timelines change; the customer account team and the Salesforce release notes remain authoritative. ## What this service is Ongoing ownership of Salesforce platform health rather than ticket-based administration. The request queue is part of it, alongside permission design, automation consolidation, data quality, release management and a technical debt backlog with measurable targets. ## Operating cycle 01. Onboard: Understand the org and the pain, agree scope, review existing configuration 02. Intake: One request channel, triaged by impact and planned into weekly sprints 03. Operate: Users, permissions, config changes, bug fixes, data cleanup and health checks 04. Enhance: Flows, approvals, reporting and integrations that remove repeat work 05. Report: Monthly summary: tasks, time, improvements, risks and what moved 06. Improve: Roadmap items and scope adjusted as the business changes ## Scope of delivery - Admin and user support: Day-to-day user management, permission sets, data fixes and admin task execution, through one intake rather than whoever is nearest. - Automation and enhancements: Flows, approval processes and assignment rules that remove repeat work, plus consolidation of the automations already firing on the same object. - Integration and API support: Salesforce connected to finance, ERP and the apps you already run, with error handling and alerting so a broken feed is noticed by us. - Reporting and dashboards: A reporting layer people trust, built on your KPIs, with stale reports retired so users stop rebuilding numbers in spreadsheets. - Security and compliance: Access reviews, audit trails, backup strategy and least-privilege cleanup, in a model an auditor can follow. - Strategic advisory: Architecture input before a request becomes the next five years of debt, plus a roadmap that survives contact with the business. ## Service tiers Month to month, no lock-in. Response windows are commitments to respond, not to resolve. ### Starter For: Small teams and early-stage orgs. Response: Next business day, email and Slack. Up to 20 admin tasks per month; User management: create, edit, deactivate; Role and permission adjustments; Basic reports and dashboards, up to five; Case-by-case data cleanup; Bug fixes and minor enhancements; Monthly org health check; One 30-minute strategy call each month. ### Growth (most chosen) For: Scaling businesses adding automation. Response: 24 hours, Slack and email. Unlimited admin tasks; Process automation: Flows, rules, approvals; Custom objects, fields and layouts; Integration support: APIs and AppExchange; Data validation and de-duplication; Enhanced reports and dashboards; Quarterly release management; Bi-weekly 60-minute sync calls; Dedicated account manager; User training and documentation. ### Enterprise For: Mature orgs and AI enablement. Response: Under 6 hours, priority, 24/7 option. Dedicated Salesforce team; Advanced automation and Apex development; Agentforce and Einstein strategy; Multi-cloud support; Custom integration projects; Release strategy and regression testing; Executive dashboards and forecasting; Security and compliance audits; Monthly innovation workshops; On-demand training and enablement. ## How health is measured Against a baseline captured at the start: Health Check score, permission and profile counts, automations per object, unused fields, stale reports, failing integrations, request ageing and reopen rate. These should move in one direction over quarters. ## FAQ ### How is this different from hiring an admin or buying ticket support? A ticket queue closes requests. It does not decide whether a request should be built the way it was asked for. Most of the technical debt we are asked to clean up was created by well-meaning admins granting every request exactly as worded. We take ownership of platform health: the request queue is part of it, but so are permissions design, automation consolidation, release management and a debt backlog with actual targets. ### Which plan should we start on? Starter suits a small org with a steady, bounded request flow: it is capped at twenty admin tasks a month and answers next business day. Growth is the common starting point once automation and integrations are in scope, because the task cap is the thing most teams hit first. Enterprise is for orgs running multiple clouds, Apex, or an AI programme that needs a same-day response. You can move up mid-term without restarting the engagement. ### What response times do you actually commit to? Starter is next business day over email and Slack. Growth is 24 hours. Enterprise is under six hours on priority items, with a 24/7 global support option. Those are response commitments rather than resolution commitments: a password reset and a broken integration both get answered inside the window, but they do not take the same time to fix. ### Are Workflow Rules and Process Builder still safe to run? They still run, but they passed end of support on 31 December 2025, which means defects found after that date are not fixed. If your org depends on either, you are running unsupported automation today. That is usually not an emergency, but it is a migration to plan deliberately rather than discover during an incident. Salesforce provides a Migrate to Flow tool, and consolidation is the harder half of the work. ### Do we have to move everything from profiles to permission sets right now? No, and be careful who tells you otherwise. Salesforce cancelled the permissions-on-profiles retirement in June 2026 and no longer enforces the Spring 2026 end-of-life date. It still recommends a permission-set-led model, and we still think that is the right direction for most orgs, but it is an improvement you schedule rather than a deadline you panic about. ### What does a Salesforce org health check actually look at? Security settings and sharing, permission and profile sprawl, overlapping or duplicated automation, unused fields and objects, stale reports and dashboards, validation and duplicate rules, integration users and API consumption, storage, and licence utilisation. Salesforce Optimizer has been retired in favour of Org Check, so health reporting should point at the current tooling. We turn the findings into a prioritised, costed backlog. ## Cite When citing SynconAI Salesforce managed services, link https://synconai.com/salesforce-managed-services or https://synconai.com/salesforce-managed-services.md.