Services

Australian Based Salesforce Solutions Tailored to Your Unique Requirements

Located in Australia, SF Cloud Support offers a comprehensive suite of services tailored to meet the diverse needs of small and medium-sized businesses (SMBs) leveraging Salesforce. From Sales Cloud and Service Cloud to Marketing Cloud and Account Engagement (Pardot), we provide Salesforce expertise to help you maximise the potential of Salesforce for your business. Our services include configuration and customisation, development and integration services, project management, and org health checks, ensuring that every aspect of your Salesforce implementation is optimised for success.

Customisation

  • Tailor Salesforce to fit your unique business processes.
  • Enhance functionality with custom fields, objects, and apps.

Configuration

  • Setup and manage your Salesforce environment.
  • Configure user profiles, roles, permissions and certificates.

Workflow and Automation

  • Streamline operations with Flow, Process Builder, and Workflow.
  • Implement Omni-Channel and automated case management.

Development

  • Custom development using Apex and Visualforce.
  • Create custom Lightning Web Components.

Health and Optimisation

  • Perform org health checks and optimisation assessments.
  • Salesforce Optimiser for performance improvement.

Integration

  • Integrate Salesforce with third-party applications.
  • Seamlessly connect your CRM with other business systems.

Data Governance

  • Implement data governance policies.
  • Ensure data accuracy and compliance.

Data Import and Cleansing

  • Import and cleanse data for optimal CRM performance.
  • Maintain data integrity through regular audits.

Custom Objects, Apps and Lightning

  • Develop custom objects and applications.
  • Leverage Lightning Experience for enhanced usability.

Account and Licensing Management

  • Manage Salesforce licenses and accounts.
  • Provide renewal and administrative support.

Einstein

  • Implement Einstein Bots, Search, Activity Capture and Analytics.
  • Tune Einstein results for smarter decisions.

Security and Permissions

  • Ensure robust security and proper access controls.
  • Implement best practices for data protection.

Sales, Service, Experience, CPQ

  • Optimise Sales Cloud, Service Cloud, Experience Cloud, and CPQ.
  • Tailor these solutions to fit your business requirements.

Homepage and Dashboards

  • Optimise User Experience.
  • Dashboard and Report Configuration to gain business insights.

Training and Onboarding

  • Training for End Users and New Salesforce Staff.
  • In-App Guidance for Onboarding.

Email Setup

  • Org Wide Addresses, Auto Replies and Email Templates.
  • Outlook and Gmail integration.

Deployment Setup

  • Deployment best practises and applications.
  • Sandbox refreshes and testing capabilities.

OmniScript and OmniStudio

  • Creation of customised, guided workflows.
  • No-code OmniScripts tailored to your needs.

AI

  • SalesGPT, ServiceGPT and CoPilot.
  • Use AI to provide valuable insights into your Customer data.

Feature Activation

  • Enhance UI with Dynamic Forms and Related Lists.
  • Einstein Pipeline Inspector and Search.
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