Fractional Admin Support
Cloud 616 provides on-demand access to a seasoned Salesforce professional for tackling complex tasks, advanced configurations, and strategic projects. We’re here to empower your team with expertise when they need it most.
Ideal for organizations that:
- Have a part-time or less experienced admin who can handle basic tasks but need help with more complex configurations, automations, or troubleshooting.
- Have a limited budget that need cost-effective, expert Salesforce support only when necessary.
- Have fluctuating Salesforce demands, such as preparing for a new product launch, running a marketing campaign, or overhauling sales processes
Advanced Automation and Process Improvements:
- Building and optimizing Flows, Process Builder automations, and approval workflows.
- Troubleshooting and improving existing workflows and automations.
- Advanced Apex triggers for custom automation needs.
Custom Development and Configuration:
- Creation of custom objects, fields, record types, and page layouts.
- Setup and optimization of Dynamic Forms and Dynamic Actions.
- Configuration of custom formula fields, validation rules, and roll-up summaries.
Integration and Data Management:
- Configuration and troubleshooting of integrations with third-party applications (e.g., Slack, QuickBooks, or DocuSign).
- Guidance on using integration tools like MuleSoft, Zapier, or Salesforce Connect.
- Data migration, import/export, deduplication, and data cleanup using tools like Data Loader.
Reporting and Analytics:
- Development of complex, custom reports and dashboards.
- Advanced reporting techniques, including cross-object reporting and report formulas.
- Guidance on leveraging Tableau CRM (formerly Einstein Analytics) for in-depth analytics.
User Adoption and Experience Enhancements:
- Customization of Lightning pages, navigation menus, and app workspaces for specific roles.
- Troubleshooting and enhancing the Salesforce Mobile App experience.
- Recommendations and configuration of Experience Cloud (formerly Community Cloud) portals for customers or partners.
Security and Governance:
- Fine-tuning user permissions, roles, and sharing rules for security and compliance.
- Auditing and improving org-wide security settings.
- Troubleshooting access issues and implementing Salesforce Health Check recommendations.
Feature Adoption and Strategic Support:
- Advising on newly released Salesforce features and how to implement them.
- Offering best practices for system enhancements to align with business goals.
- Strategic advice on scaling Salesforce usage as business needs grow.
Specialized Tasks and Projects:
- Optimizing Salesforce for specific campaigns, projects, or seasonal initiatives.
- Guidance on transitioning from Salesforce Classic to Lightning Experience.
- Support for AppExchange app installation and configuration.