Salesforce Solutions and SFDC Consulting

SoftSol’s SalesForce.com(SFDC) experts analyze business requirements, consider current business processes and suggest improvements that can be realized by migrating to the cloud.  Thereafter, our experts recommend best practices and come up with a cloud implementation roadmap for organizations.

SoftSol provides expertise in the following areas:

•  Lead Management
•  Opportunity Management
•  Account and Contact Management
•  Case Management and Entitlement
•  Approvals and Workflows
•  Reports and Dashboards
•  Data Quality Management

SoftSol’s SFDC Consulting team has certified administrators with experience in providing SalesForce Solutions and administration support for sandbox and production environments.

Customization & Configuration of SalesForce Solutions

•  Create custom profiles and custom fields
•  Define page layouts and record types
•  Define workflow rules and approvals to automate business processes and set up custom email templates for marketing campaigns

Security & Access for SalesForce Solutions

•  Create and manage users
•  Set organization-wide defaults and define sharing models
•  Create role-based hierarchies

Data Validation and Migration for SalesForce Solutions

•  Define data validation rules and set up constraints for field uniqueness
•  Use SFDC (Apex Data Loader) or third party tools (Informatica) for bulk import and export of data to and from SFDC, data cleansing, and prevention of data duplication.

Please contact us to discuss SoftSol's SFDC Consulting services.