org health management...rigorous maintenance schedule and best practices delivered real-time,...

Org Health Management


Data Integrity as a Service

Configuration as a Service

Architect as a Service

Governance as a Service

Org Maintenance as a Service





Org Maintenance as a ServiceSystem Audits, Org Health & Management


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Org Maintenance as a Service System Audits, Org Health & Management

Proactive user administration, org management, issue identification and optimization opportunities for Salesforce orgs that drive user adoption and customer success

Rigorous maintenance schedule and best practices delivered real-time, weekly, monthly, quarterly, and annually to optimize all areas of your Salesforce org

Salesforce EWS (Early Warning System): Utilization reports, audits, field tracking, and usage specifically designed to identify issues early and keep Salesforce orgs running smoothly






Admin, Setup, & Declarative Customization


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Configuration as a Service Administration, Setup, & Declarative Customization

Hands-on administration and user management, updating access and permissions

Responsive and tactical execution of configuration tasks across all declarative capabilities of the Salesforce platform

Customizing the Salesforce application to meet business requirements, capitalizing on intelligent automation, notifications, and alerts to optimize business processes







CoE, Design & Documentation, and PM

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Governance as a Service CoE, Design & Documentation, and Project Management

ServiceSource delivers governance and best practices to operationalize the management of your Salesforce implementation

Manage organic growth by documenting planned and ad-hoc changes to Salesforce orgs helping customers understand dependencies and avoid common pitfalls

Align stakeholders with formal processes to submit bugs/enhancements and gather decision makers during weekly Center of Excellence meetings to prioritize and plan major and minor releases







Data Management, Enrichment, & Security

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Data Integrity as a Service Data Management, Enrichment, & Security

Duplicate records, errors, and outdated information are the top reasons why users struggle with building a trustworthy and fully functional Salesforce org

Data Integrity as a Service is designed to ensure that all data going into Salesforce is the highest quality, and that data housed in Salesforce is consistent and valuable

Data enrichment processes and data governance increase the value and trustworthiness of data in Salesforce







Integrations, custom programmatic solutions

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Architect as a Service Integrations, custom dev & programmatic solutions

Expertise programming APIs, Apex Triggers, Visualforce, and Lightning Web Components

Design and build highly performant, reusable, scalable, and reliable programmatic solutions

Practical knowledge of Salesforce test-driven development, sandbox migration, deployment processes, and metadata-driven development

Broad experience with integration architecture, middleware tools and master data management






Org Maintenance as a ServiceSystem Audits, Org Health & Management

Admin, Setup, & Declarative Customization

CoE, Design & Documentation, and PM

Data Management, Enrichment, & Security

Integrations, custom programmatic solutions

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Salesforce Org Health ManagementWhat makes us unique?

Ø We are a pure-play MSP (Managed Service Provider) – We engage as-a-Service on annual contracts to ensure long-term success.

Ø Salesforce org health is our expertise and our singular focus.

Ø Our offering is mature and truly holistic – addressing org health, maintenance, configuration & setup, administration, customization, governance, data management, integrations, and programmatic solutions.

THANK YOU

org health management...rigorous maintenance schedule and best practices delivered real-time,...

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