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Salesforce.com Administration and Managed Support

Salesforce.com Administration and Managed Support

Implementing Salesforce.com is just the beginning of your sales enablement journey. Timely support from experienced Salesforce administrators can significantly increase your user adoption and help you maximize your investments in Salesforce.com.

Bodhtree's Salesforce administration team works closely with your business owners and subject matter experts to address your ongoing support needs so that your sales team can fully leverage the system and focus more on winning new deals. You can leverage our services to eliminate the cost of a full-time Administration team and a steep learning curve of the essentials of Salesforce.com.

Our flexible support packages offer services for both SMEs and enterprise businesses.

Platinum Package

Package Details
Total Hours 50
Email Support 8 hours, Monday to Friday, 10:00 AM - 6:00 PM (Time Zones may vary)
Phone Support 8 hours, on weekdays, 10:00 AM - 6:00 PM (Time Zones may vary)
For pricing please contact us at business@bodhtree.com
Scope for Platinum Support Package
  • Architecture review and customizations: Object relationships, creation or modification of custom objects, record types, fields, page layouts, custom links and buttons ; introduction of junction objects, if necessary
  • Data Quality Management: Validation Rules, Automated Workflows, Assignment Rules, Auto Response Rules ; Approval Processes
  • User management and adoption: Profiles and Permission sets Management, Role Hierarchy Setup, Public Groups, Queues and Setup, Adoption Reports and Dashboards
  • Security model enhancements: Modify and Implement Organization-Wide Defaults, Owner and Criteria Based Sharing Rules, Session Management
  • Leverage standard salesforce objects & features: Ideas, Campaigns, Products, Assets, Contracts, Leads, Account, Opportunities, Activities, Cases, Solutions and Flows
  • Analytics support: list Views, Reports, Report Types, Dashboards, Analytic snapshots/Reporting snapshots
  • Email administration: Work flow email alerts, creation or modification of email templates, mail merge templates
  • Salesforce1: Administration and User Trainings
  • AppExchange package support: Suggestions, installation, management or removal of AppExchange packages
  • Feature activation requests: Person accounts, extended mail merge, multi-currency
  • Bulk data services: Mass Transfer, Bulk loads and Imports
  • Desktop apps installation and support: Connect for Microsoft Outlook, connect for Office, Force.com connect offline
  • Small custom components: Apex, Visualforce, Triggers, API ; Web Services and Visualforce templates
  • Google apps: Initial set-up, user management and configuration
  • Communities maintenance: Include best practices to enhance UI
  • CRM best practices: Depending on the CRM needs, best practices will be suggested
  • Documentation: Functional Specifications Documents and User Manuals
  • Training: End-user and administrator
Services excluded from Support Packages
  • Any Visualforce and Apex related configurations which are not a part of the agreement are excluded
  • Any configuration changes that cannot be accomplished within the timelines specified in the package will be excluded

Gold Package

Package Details
Total Hours 40
Email Support 8 hours, Monday to Friday, 10:00 AM - 6:00 PM (Time Zones may vary)
Phone Support 2 hours, On Weekdays, 2:00 PM - 4:00 PM (Time Zones may vary)
For pricing please contact us at business@bodhtree.com
Scope for Gold Support Package
  • Architecture review and customizations: Object relationships, creation or modification of custom objects, record types, fields, page layouts, custom links and buttons ; introduction of junction objects, if necessary
  • Data Quality Management: Validation Rules, Automated Workflows, Assignment Rules, Auto Response Rules ; Approval Processes
  • User management and adoption: Profiles and Permission sets Management, Role Hierarchy Setup, Public Groups, Queues and Setup, Adoption Reports and Dashboards
  • Security model enhancements: Modify and Implement Organization-Wide Defaults, Owner and Criteria Based Sharing Rules, Session Management
  • Leverage standard salesforce objects & features: Ideas, Campaigns, Products, Assets, Contracts, Leads, Account, Opportunities, Activities, Cases, Solutions and Flows
  • Analytics support: List Views, Reports, Report Types, Dashboards, Analytic snapshots/Reporting snapshots
  • Email administration: Work flow email alerts, creation or modification of email templates, mail merge templates
  • AppExchange package support: Suggestions, installation, management or removal of AppExchange packages
  • Feature activation requests: Person accounts, extended mail merge, multi-currency
  • Bulk data services: Mass Transfer, Bulk loads and Imports
  • Desktop apps installation and support: Connect for Microsoft Outlook, connect for Office, Force.com connect offline
  • Communities maintenance: Include best practices to enhance UI
  • CRM best practices: Depending on the CRM needs, best practices will be suggested
  • Training: End-user and administrator
Services excluded from Support Packages
  • Any Visualforce and Apex related configurations, which are not a part of the agreement are excluded
  • Any configuration changes that cannot be accomplished within the timelines specified in the package will be excluded

Silver Package

Package Details
Total Hours 30
Email Support 8 hours, Monday to Friday, 10:00 AM - 6:00 PM (Time Zones may vary)
Phone Support Needed basis
For pricing please contact us at business@bodhtree.com
Scope for Silver Support Package
  • Architecture review and customizations: Object relationships, creation or modification of custom objects, record types, fields, page layouts, custom links and buttons; introduction of junction objects, if necessary
  • Data Quality Management: Validation Rules, Automated Workflows, Assignment Rules, Auto Response Rules ; Approval Processes
  • User management and adoption: Profiles and Permission sets Management, Role Hierarchy Setup, Public Groups, Queues and Setup, Adoption Reports and Dashboards
  • Security model enhancements: Modify and Implement Organization-Wide Defaults, Owner and Criteria Based Sharing Rules, Session Management
  • Leverage standard salesforce objects & features: Ideas, Campaigns, Products, Assets, Contracts, Leads, Account, Opportunities, Activities, Cases, Solutions and Flows
  • Analytics support: List Views, Reports, Report Types, Dashboards, Analytic snapshots/Reporting snapshots
  • Email administration: Work flow email alerts, creation or modification of email templates, mail merge templates
  • AppExchange package support: Suggestions, installation, management or removal of AppExchange packages
  • Feature activation requests: Person accounts, extended mail merge, multi-currency
  • Bulk data services: Mass Transfer, Bulk loads and Imports
  • Desktop apps installation and support: Connect for Microsoft Outlook, connect for Office, Force.com connect offline
  • Communities maintenance: Include best practices to enhance UI
  • CRM best practices: Depending on the CRM needs, best practices will be suggested
  • Training: End-user and administrator
Services excluded from Support Packages
  • Any Visualforce and Apex related configurations which are not a part of the agreement are excluded
  • Any configuration changes that cannot be accomplished within the timelines specified in the package will be excluded

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