Fractional Administration

Fractional administration services provide your organization with the flexibility to access skilled Salesforce administrators on a part-time or project-specific basis. This approach allows organizations to optimize their operational efficiency by outsourcing salesforce tasks without the need for a full-time hire. Fractional administration services offer cost-effective solutions tailored to meet the unique needs of organizations, enabling them to focus on core activities while benefiting from the expertise of experienced administrators.

User Management

  • Fractional admin services can create, modify, and deactivate user accounts.
  • They can assign and manage user roles and profiles.
  • Additionally, they can control access to data and features based on user roles.

Data Management

  • Fractional admin services can import and export data using Data Loader or other tools.
  • Perform data deduplication and cleanup tasks, as well as create and maintain data backups.

Customization

  • Salesforce administrators can customize page layouts, fields, and objects specifically to align with business needs.
  • Also, they can configure and manage custom fields, formulas, and validation rules.
  • Implement and maintain picklists, record types, and page layouts.

Workflow and Automation

  • Our services can design and implement workflow rules to automate business processes.
  • Create and manage approval processes for various workflows.
  • Fractional admin services utilize Process Builder for more advanced automation.

Security

  • Fractional administration services allow you to set up and manage security settings, including profiles and permission sets.
  • Implement and maintain field-level security.
  • Also, they can monitor and audit user activity for security compliance.

Reports and Dashboards

  • Our services can build and customize reports to analyze data.
  • In addition, they can develop and maintain dashboards to provide visual insights.
  • Schedule and automate report generation.

Integration

  • Configure and manage integrations with third-party applications.
  • Above all, admin services ensure data consistency and accuracy across integrated systems.

System Maintenance

  • Fractional admin services can monitor system performance as well as troubleshoot issues.
  • Install and manage Salesforce updates and patches.
  • Coordinate with Salesforce support for technical assistance.

Training and Documentation

  • Fractional admin services provide training to end-users on Salesforce features and best practices.
  • Create and update documentation for processes and configurations.

License and Subscription Management

  • Manage user licenses and subscriptions.
  • Optimize license usage to control costs.

Collaboration and Communication

  • Set up and manage Chatter groups for collaboration.
  • Lastly, our admin services configure and maintain email templates and communication preferences.