Global Setup
Search setup
App / Home page
Organization account setup
Multiple currencies and Forecasts
Regional settings
Licenses management
Standard configuration override
Salesforce1 mobile
Salesforce Security
Users
Profiles and Permission sets
Role hierarchy
Delegating
Network and IP
OWD / sharing
Security Policy
Single Sign-on
Domains and Sites
Objects management
Many-to-many connection
Objects’ full cycle + configuration
Cross-object processes, formulas
Page layouts
Console views setup
Validation rules (+cross-object)
Field sets
Custom buttons/actions (JavaScript, Visualforce)
Business processes
Record types
Cross object lookup filters
Object triggers
Sales cloud
Knowledge cloud
Data management
Duplicate management in salesforce (+merging)
Mass update/delete/export/import
System backup
Sales cloud & forecasting
Price-books
Products full cycle
Quotes configuration
Forecasting
Billing schedule
Time-Based and Immediate actions
Process builder
Approval processes
Workflow rules
Flows management and configuration
Monitoring
Cross-object update triggers/classes
Reports & Dashboards
All types of reports
Scheduling / Export / Mass Email
Custom Report Types
Dashboard Configuration
Tasks & Notifications
Tasks / Events configuration
Notifications
Emailing
Email templates (including CRM data)
Grabbing all the data in mail
Letterheads management
Mass email configuration / setting up
Email/Gmail integration
Salesforce Development
Classes and Triggers cross-object updates
writing Queries
fixing Visualforce pages in SF
Visualforce components fixing
Integration
DocuSign
Jira integration (1st line)
Email integration
Gmail / Google Apps integration
Pardot
SpringCM
System
Sandboxes management
Deployment procedures
Scheduled Apex classes / actions
Salesforce app
Custom Objects (creating / setting up)
Duplicate management (+ cross-object)
Lightning experience
Configuration & Management
Absolute transfer to LE (including triggers and classes)
Guides, Training and Other
ANY user’s custom requirements
Technical User Guide preparation
Providing User and Administrator trainings
Pardot implementation
Pardot Integration
Pardot Configuration
Pardot Sync Settings
Pardot Security Management
Pardot System processes and workflows
ZOHO CRM Implementation
ZOHO Configuration
ZOHO Interface Settings
ZOHO Objects & Fields management
ZOHO Data management
ZOHO Validation Rules
ZOHO to Salesforce data transfer
Salesforce to ZOHO data transfer
ZOHO Automatization & Workflows
DocuSign Implementation
SpringCM
Salesforce24 Support
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Implementation 2
Implementation 2