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What a month of support should cover
Whether Salesforce is looked after by a staff member, a freelancer or a partner, this is what a good month looks like: what gets done, how requests are handled, and what you should be able to see. Use it to check what you have, or to compare providers.
In short
- New users, leavers, permission and profile changes
- Fixes when something breaks or behaves oddly
- New reports and dashboards, and repairs to old ones
- Help and short training for staff
- Small improvements: fields, forms, page layouts, simple automations
- Keeping data tidy: duplicates, imports, old records
ForAnyone who runs or relies on SalesforceTime to readAbout 8 minutes
- The everyday work
- The specialist work
- How good support is run
- What you should see each month
- 10 questions for any provider
Rather talk it through?
A 30-minute conversation about your systems and what's getting in the way. You leave knowing what would help.