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SHIPPING Q1 · 3 AI-NATIVE SaaS PRODUCTS300+ SALESFORCE PROJECTS DELIVERED15+ YEARS · TRUSTED IMPLEMENTATION PARTNERAI AGENTS · LLM · RAG · MLOPS · NOW HIRINGLIVE IN PRODUCTION ACROSS 3 INDUSTRIESSHIPPING Q1 · 3 AI-NATIVE SaaS PRODUCTS300+ SALESFORCE PROJECTS DELIVERED15+ YEARS · TRUSTED IMPLEMENTATION PARTNERAI AGENTS · LLM · RAG · MLOPS · NOW HIRINGLIVE IN PRODUCTION ACROSS 3 INDUSTRIES
Salesforce Administration

Salesforce admin work, without the headcount

Daily ops, user management, release hygiene, and post-launch improvements, handled by certified Salesforce admins on retainer. Stop hiring full-time admins; we cover it.

100+
Certified Administrators
24/7
Support Coverage
500+
Platforms Managed
Salesforce Dashboard
Pipeline
$2.4M
+18%
Win Rate
67%
+12%
Deals
142
+24%
Without Admin Support

System Management Challenges

Slow response to user requests and issues

Security vulnerabilities from outdated configs

Underutilized features cost you money

No proactive optimization or monitoring

Transform ↓
With Expert Admin

Optimized Salesforce Platform

Same-day resolution of user requests

Proactive security updates and compliance

Maximize ROI with feature optimization

24/7 monitoring prevents issues

Results That Speak

Numbers that showcase our commitment to excellence

0/7
System Monitoring
0.9%
Uptime SLA
0hrs
Avg Response Time
0+
Orgs Managed

Everything You Need

Powerful features designed for your success

User Management

Provisioning, roles, permission sets, and SSO. Off-boarding runs the same week, not whenever someone remembers.

Security Updates

Critical patches, MFA enforcement, and quarterly compliance review against your security baseline.

Data Quality

Dedup rules, validation rules, and field-level audits. Stops the slow rot that breaks reports in year two.

Platform Optimization

Quarterly review of unused licenses, redundant flows, and slow reports. We tell you what to retire.

Salesforce administration, as a managed service

A certified Salesforce admin is a $90 to $130k full-time hire. Most orgs don't need one full-time, but they do need someone who knows what they're doing. Our Salesforce administration service gives you certified Salesforce administrators on retainer: daily ops, user management, releases, quarterly reviews. Pay for the hours you actually use.

What's included

User provisioning, security, automation tuning, data hygiene, sandbox refreshes, release coordination, and quarterly platform reviews. Our Salesforce certified administrators chain withconsulting anddevelopment when a project comes up that's beyond admin scope. Same firm, no new vendor onboarding. Same coverage works post-Salesforce implementation and ongoing support.

Daily Administration

  • User management, permissions, and security configuration
  • Custom object, field, and workflow configuration
  • Report and dashboard creation and maintenance
  • Salesforce data migration and data quality management

Platform Optimization

  • Sales Cloud and Service Cloud optimization
  • Process automation with Flow and Process Builder
  • Platform health checks and performance monitoring
  • Release management and sandbox coordination

Why teams pick us for admin work

Most admin services are body-shop staffing. Ours is closer to an outsourced admin team: the same people week to week, who learn your org and stop treating every request as a fresh ticket. Our Salesforce certified administrators cover all the cloud products in your stack:Commerce Cloud,Experience Cloud,Einstein 1 Platform.

Engagements range from a few hours a week to full embedded admin coverage. If something comes up that's beyond admin scope, we route it toconsulting ordevelopmentSame firm, same SLA.

Our Proven Process

A structured approach that ensures success every time

01

Onboarding

Comprehensive audit of your Salesforce org and documentation

1 week
02

Optimization Plan

Create roadmap for security, performance, and feature improvements

1 week
03

Ongoing Support

Daily monitoring, user support, and configuration changes

Continuous
04

Quarterly Reviews

Regular health checks and optimization recommendations

Every 3 months
05

Release Management

Test and deploy Salesforce seasonal releases safely

3x per year
Success Story

Real Implementation, Real Results

See how we helped a healthcare network transform patient care with Salesforce Health Cloud

Healthcare
16 weeks
6 specialists
Salesforce Health Cloud Implementation

The Challenge

A regional healthcare network with 12 facilities struggled with fragmented patient data across legacy systems. Care coordinators lacked visibility into patient history, leading to delayed treatments, duplicate tests, and poor patient satisfaction scores (62% CSAT). Their existing CRM couldn't handle HIPAA compliance requirements.

Our Solution

We implemented Salesforce Health Cloud with Patient 360 view, integrating 3 EHR systems and creating unified care plans. Our team built custom Lightning components for care coordination workflows, automated HIPAA-compliant patient communications, and integrated with their scheduling and billing systems. We migrated 2.5M patient records with zero downtime.

Implementation Highlights:

Health Cloud configuration with Patient 360
Integration with 3 EHR systems (Epic, Cerner, AllScripts)
Custom Lightning Web Components for care coordination
Automated patient communication workflows
HIPAA-compliant security model implementation
Migration of 2.5M patient records
Training for 450+ care coordinators and clinicians

The Results

85%
Patient CSAT Score
40%
Faster Care Coordination
30%
Reduced Hospital Readmissions
90%+
User Adoption Rate

"IDEfforts' Health Cloud implementation gave us complete patient visibility across our network. Care coordination improved dramatically, and our patient satisfaction scores reached all-time highs. The team's healthcare expertise was evident throughout the project."

DSM
Dr. Sarah Mitchell
Chief Medical Information Officer
Regional Healthcare Network
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Frequently Asked Questions

Common questions about our Salesforce implementation services. Don't see your question? Contact us for answers.

Timeline varies based on complexity, but most implementations range from 4-16 weeks. A basic Sales Cloud implementation with minimal customization typically takes 4-6 weeks, while complex multi-cloud implementations with extensive integrations can take 12-16 weeks. We'll provide an accurate timeline after our discovery phase based on your specific requirements.
Our implementation team holds 50+ Salesforce certifications including Certified Technical Architects (CTA), Application Architects, System Architects, Platform Developers I & II, and various cloud-specific certifications. Every project is led by a certified Salesforce professional with relevant expertise for your industry and solution.
Yes, Salesforce integrations are a core service. We've integrated Salesforce with ERP systems (SAP, Oracle, Microsoft Dynamics), marketing automation (HubSpot, Marketo, Pardot), payment gateways, custom apps, and legacy databases. We use REST/SOAP APIs, middleware (MuleSoft when it fits), and event-driven sync depending on volume and latency: the right tool for each pattern.
Absolutely. Training is included in every implementation. We provide comprehensive administrator training, role-based end-user training, and create detailed documentation and video tutorials. Training sessions are customized to your team's needs and can be delivered in-person or remotely. We also offer ongoing training support post-launch.
Every implementation includes 30 days of hypercare support post-launch. During this period, we provide priority support, monitor system performance, track user adoption, and address any issues quickly. After hypercare, we offer managed services retainers for ongoing support, optimization, and enhancements.
Security is built into every phase of our implementation. We implement role-based access controls, field-level security, and encryption. For regulated industries, we ensure HIPAA, GDPR, or PCI-DSS compliance as needed. All team members sign NDAs, and we follow Salesforce security best practices. We can also conduct security audits and provide compliance documentation.
We use an agile methodology with regular sprint demos and feedback cycles, allowing us to adapt to changing requirements. For fixed-price projects, significant scope changes are handled through a formal change request process. For time & materials engagements, we can pivot quickly to accommodate new requirements without disrupting the project timeline.
Yes, we frequently work with companies who need help with their existing Salesforce org. We start with a comprehensive health check to assess your current implementation, identify issues, and recommend improvements. We can then take over support, fix technical debt, implement new features, or perform a complete overhaul if needed.

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50+ Salesforce Certifications
4.9/5 Client Rating
150+ Implementations Delivered