Administration

Clicks - Not Code

Where possible, we favour the above approach over custom development as the emphasis is on configuration and using out of the box functionality within Salesforce rather than writing code.

The primary reason for using the 'Clicks, Not Code' approach is speed and efficiency.

Administration key features

Generally, the following tasks are completed under our administration service:

Custom fields

We need to define Custom fields on your objects and add them to the page layout so that Salesforce can display all the data you want to capture. It is important to avoid having too many fields on forms etc, as this may deter potential customers from completing them.

Page layouts

Administrators can display various fields and sections according to user profiles and business requirements. You can increase user productivity, better organize your data, and ultimately use Salesforce to help your business succeed when you design page layouts that meet your needs.

Automation

These tools help you work smarter, not harder, which is their main advantage. With the help of Salesforce automation tools, you can manage intricate workflows, get rid of tedious tasks, and optimize complex business processes to better utilize the time of your sales team.

Reports & Dashboards

Salesforce dashboards are highly visible and highly configurable, enabling teams to quickly sort and analyze large amounts of data. It is possible to utilize an identical report across various dashboard elements within a solitary dashboard.

Several reports that typically share a theme can be viewed in a single, easier-to-read view this way. All of this aids in helping your team organize and visualize the data required to come to the best decisions.

Other services

Managed Services
Development
Integrations
Consulting
Administration
Training