Administration and Configurations
- We help you manage your user accounts, security settings, and data integrity, ensuring seamless access and compliance.
- Our team also configures and customizes objects, fields, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports to meet business needs, automate tasks, and maintain system performance.
Data Management and Security
- We ensure robust data management and security by maintaining user accounts, enforcing security settings, and preserving data integrity.
- Our team manages data imports, exports, and backups, addresses duplicates, and performs regular security audits. By staying current with best practices, our experts safeguard your Salesforce CRM platform while optimizing its performance and value.
Custom Build and AI
- Our team leverages the Einstein 1 platform, and its features and integrates advanced AI tools for predictive data analytics, enabling informed decision-making for your business.
- We also utilize low-code and no-code technology to develop custom applications and automate processes efficiently, enhancing the overall customer experience.
Automation and Workflow Optimization
- We aid you in enhancing efficiency through automation and workflow optimization by designing and managing workflows, process builders, and approval processes using Salesforce Flow.
- Our team also helps you in automating repetitive tasks to ensure optimal performance and adherence to best practices.
Salesforce Health Audit
- Our team helps you perform a comprehensive review and assessment of your Salesforce instance to ensure its optimal performance, security, and alignment with best practices.
- It includes evaluating system configurations, data integrity, and user permissions to identify potential issues or areas for improvement. The audit examines customizations, workflows, and automation to enhance efficiency and user experience.
Salesforce Troubleshooting and Evolution
- Our team helps you identify and resolve system issues and optimize performance by diagnosing and fixing technical issues such as errors, performance bottlenecks, or integration challenges.
- By doing so, we aid you in evolving your Salesforce ecosystem by implementing new features, customizations, or integrations to align with evolving business needs and industry standards.
LMTEQ’s Support Capabilities.