Virtual Salesforce Admin Package

Navigating the challenges of securing a skilled Salesforce administrator—be it due to high demand, salary constraints, or specific expertise requirements—can be complex.

Ascendix presents a perfect solution: Virtual Salesforce Admin Package. Not only does this solution offer cost-effective and predictable Salesforce admin support, but it also eliminates the need for long-term commitments and additional employee overhead.

Our Virtual Salesforce Admin Package includes:

• A Certified Salesforce Admin as your primary contact
• Monthly admin support hours you need with flexible terms
• Access to Ascendix’s team of Salesforce experts
• Salesforce admin support and training

As your strategic Salesforce partner, we provide holistic guidance tailored to align your Salesforce infrastructure with your organizational objectives. Your Salesforce virtual remote assistant will help you experience simplified Salesforce admin services and sustainable cost control.

• You need help with routine administrative tasks, day-to-day system maintenance, and ongoing enhancements.
• You’ve lost your only Salesforce administrator, while other tech personnel lack the expertise for effective Salesforce administration.
• The workload of your Salesforce management is not enough to necessitate a full-time worker.
• You want to change or improve your system navigation and user experience.
• You want assistance with Setup configurations.
• You need to enhance your data analytics and reporting.
• You need help with data import/ export.
• You need to solidify your system security.
• You want to strengthen user adoption and have the ability to measure it.
• You need the system configured and updated with each Salesforce release.

Salesforce Administration

Our virtual Salesforce administrator provides a comprehensive suite of services to optimize your Salesforce platform. Starting with user management, we handle tasks such as adding, deactivating, and configuring profiles, roles, and permissions.

To bolster security, our Salesforce professionals implement role-based access, sharing settings, and field-level controls.

We also ensure compliance with data protection and privacy laws through meticulous access and privacy settings configuration. In anticipation of Salesforce releases, we make requisite feature adjustments to keep your system up to date.

Our Salesforce virtual administration services include documentation of all configurations.

Salesforce Customization

Our package is optimized for efficiency, beginning with tailored field and object configurations. We manage both standard and custom objects while leveraging the power of flows to automate your routine business processes.

For those accustomed to Workflow Rules and Process Builders, we offer seamless transitions to modern flow-based automation.

We design email templates for autoresponders and notifications and establish approval workflows for records or fields that require managerial oversight.

Data Modeling and Architecture

Our Salesforce managed administrator services simplify complex data models by setting up relationships between objects using master-detail, lookup, and junction objects. This ensures a structured and interconnected data environment.

To maintain data integrity, our team assists with bulk data imports and exports while identifying and resolving duplicate data through deduplication and normalization processes.

Personalized Reports & Dashboards

Our virtual Salesforce assistance includes customizing built-in Salesforce reports and designing new ones to focus on key metrics such as sales performance and customer interactions.

For convenience, we set up automated reports sent to designated team members at regular intervals, using complex filters to concentrate on actionable data.

System Integration

Our virtual Salesforce administrator support encompasses system integration with email services, calendars, social media, etc.

We’ll help with no-code third-party system integration with the Salesforce instance.

It also covers app installation from the AppExchange platform and designing the flow of data between Salesforce and external systems.

• You pay for only the hours or Salesforce admin managed services you need.
• A virtual admin can quickly step in, ensuring no disruption in service or strategy execution.
• Virtual packages can be easily adjusted to meet your evolving needs if you need less support during slower periods.
• A virtual package provides a dedicated admin who becomes deeply familiar with your system configurations.
• Virtual packages have fixed or tiered pricing, making budgeting more predictable.
• The Salesforce virtual agent quickly becomes a part of your team without the physical workspace setup.
• The flexible nature of virtual Salesforce administration services lessens dependency and associated risks.
• Virtual admins serve not just as task executors but also as strategic advisors, helping align Salesforce capabilities with your business objectives.
• A dedicated Salesforce admin can easily adapt to your company culture and workflows.
• Virtual packages include periodic training and workshops to help your team get the most out of Salesforce.