1. Salesforce Data management: mass update, secure export (scheduled export), export of System objects, mass remove. Setting up Duplicating policy

 

2. Fairsail & Docusign Integration + Full Configuration

 

3. Salesforce & Docusign Integration + Full Configuration

 

4. Email/Gmail Salesforce Integration / setup

 

5. Fairsail HRM system: full configuration (including salesforce side and WX setup)

 

6. Salesforce & Jira: Integration (1st line – automatic ticket creation once condition is met in Salesforce)

 

7. Salesforce Classic to Lightning configuration migration

 

8. Salesforce & Pardot Integration + Full Configuration, Automated flows, Email Templates, Segmentation, Dynamic data, Dynamic Lists

 

9. Salesforce & SpringCM Integration + Full Configuration

 

10. Salesforce Training Courses: Admin Training, User Training (including possibilities of development, integration)

 

11. Salesforce User Guide. Adaptive user guide including current Salesforce Configuration. User guide – for Admins. User guide – for Users.

 

12. ZOHO CRM – Full Configuration

 

13. ZOHO to Salesforce & Salesforce to ZOHO – Data and Configuration Migration

 

 

 

 

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