User Management: Managing user access, roles, permissions, and profiles within the Salesforce instance.
Troubleshooting: Addressing and resolving issues, errors, and user queries related to Salesforce functionality.
Configuration Changes: Making adjustments to configurations based on business requirements or changes in processes.
Data Maintenance: Handling data cleanup, de-duplication, and ensuring data integrity.

Performance Monitoring: Monitoring system performance, identifying bottlenecks, and optimizing for better speed and efficiency.
Continuous Improvement: Suggesting and implementing enhancements to processes, workflows, and functionalities to improve productivity and user experience.
Customization and Development: Providing development support for building new features, custom applications, or integrations.

Monitoring: Regularly reviewing security settings, implementing best practices, and ensuring compliance with data protection regulations.
Backup and Recovery: Managing data backups and implementing strategies for disaster recovery to prevent data loss.

User Training:Providing ongoing training sessions or documentation for new features, updates, or best practices.
Documentation: Maintaining updated documentation for configurations,customizations, and processes within the Salesforce instance.

Strategy Alignment: Offering insights and guidance to align Salesforce capabilities with evolving business goals.
Roadmap Planning: Assisting in creating a roadmap for future enhancements, upgrades, or expansions of the Salesforce implementation.

Release Management: Managing Salesforce releases, reviewing new features, and planning their adoption within the organization.
Change Control: Implementing changes in a controlled manner, ensuring minimal disruption to ongoing operations.

Report Customization: Building and customizing reports and dashboards to provide relevant insights for stakeholders.
Data Analysis: Analyzing trends, patterns, and performance metrics derived from Salesforce data.

Round-the-Clock Support: Providing support and addressing critical issues outside regular business hours, if required.

Administration and Managed Services includes managing and optimizing your Salesforce edition, including user and license management, support, and training related to the services.

Service Description	Frequency
Work with your stakeholders to understand your business requirements, pain points, and goals.	Weekly Meetings
Continue to gather requirements from different stakeholders and teams within the business.	Weekly Meetings
Salesforce configuration changes, including (but not limited to): Assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports.	Weekly as needed and approved
Sandbox environment management.	As needed during testing
Identify unused or underutilized platform features.	Ongoing
Own the communication of any platform changes to end users and stakeholders	As needed
Data management to improve Salesforce data quality, implementing rules and automation as needed.	As needed
Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer.	Daily, weekly, monthly, annually
Assist users in troubleshooting issues related to Salesforce functionality, data, or system performance.	As needed
Investigate and resolve (where possible) user support tickets and user-reported issues, collaborate with Salesforce support if necessary.	As needed
Use Salesforce declarative functionality (Clicks, not code) to build solutions using the Salesforce platform.	As needed
Ensure all users have correct access to Salesforce, and can perform their day to day tasks with minimal friction.	As needed
Maintaining your Salesforce environment including tracking new Salesforce features and releases in order to keep your environment up-do-date.	Weekly, monthly, annually
Training users on new functionality or features.	As needed