What type of Salesforce Professional Services can you expect from a Salesforce Cloud Alliance Partner?

During a Salesforce.com implementation, integration, and customization it is can often be very useful to engage an experienced Salesforce.com Cloud Alliance Partner.

Typically a partner has Certified Salesforce Consultants who have experienced many Salesforce projects. These resources have often been there, and have the t-shirt, so they can quickly get you to where you need to be.

So what are typical services that a Salesforce Cloud Alliance Partner can offer?

Consulting Services
  • Gather Requirements & Requirements Documentation
  • Process Discovery & Process Documentation (Sales, Marketing, Service processes)
  • License / Edition Fit Recommendation & Gap Analysis
  • AppExchange App comparison & selection
  • Data Model Design Documentation
  • Report & dashboard analytics design
  • Data loading templates
  • Data Migration
  • Organization Change management & Solution Adoption
  • System Admin & End User Training
  • Solution architecture & Integration with legacy systems
  • Project Planing, Implementation Roadmap, Project Management
System Administration Services
  • Security model design & setup (Roles, Profiles,Permission Sets & Field Level Security)
  • User Setup
  • Create Sharing Rules
  • Create Workflow Rules
  • Create Data Validation Rules
  • Configure Page Layouts
  • Configure Standard Objects & Custom Fields
  • Create Custom Objects & Relationships
  • Clean Data and prepare data for data migration
  • Data Wizard & Data Loader for data migration
  • Data Entry
  • Configure Reports & Dashboards
  • Configure views, Lookups, Search
  • Configure Chatter
  • Configure Home Page Components
  • Set up Web-to-Lead, Email-to-Lead, Email-to-Case, Queues
  • Setup Mobile
  • Setup Google Apps & Outlook
  • Train System Administrators
  • Support as a Service – on-demand support by the hour
Development & Integration Services
  • Design & Code Apex Software Classes
  • Design & Code Apex Triggers
  • Design & Code VisualForce Pages
  • Design & Implement Sites
  • Design & Integrate via SOAP / REST APIs
  • Design & Implement Web Services
  • 3rd Party Integrations (QuickBooks, Event Management, Legacy Systems)
  • Customer Portal Development
  • Partner Portal Development
  • Computer Telephony Integration (CTI)
  • Communities
  • Chatter Answers
  • Mobile Application Development

 

With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.

Published On: November 4, 2012

About the Author: Paul Selway

Paul is the president and co-founder of Redpath. He works with prospects and customers to help them imagine their future with a Salesforce solution. He was born in England and hails from the Redpath clan in Scotland.

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