Professional Services Engagement - 80h
Your Challenge
As your company grows and business processes change, your Salesforce organization ends up with deprecated information that affects its performance and ease of maintenance.
Value Proposition
Consulting Services Activities
Scan organization to report unused or infrequently used
• Fields
• Objects
• Record Types
• Validation Rules
• Layouts
• Workflows
• Process Builders
• Lead Assignment Rules
• Flows
• Reports
• Dashboards
• Profiles
• Non Active Users
• Permission Sets
• Sharing Rules
• Groups
• Custom Settings
• Installed Apps
Deliverables
• Provide Report describing results and proposed solutions
• Execute cleanup actions
Max number of hours included: 80.
Note: The report provided will include all findings and recommendations, but only those that can be accomplished in the bucket of hours will be executed. If the customer decides to implement all the enhancements, a separate estimate will be provided for those activities not covered by this package.