Brainiate | Salesforce Enablement
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Are You Struggling With Your

​Current Salesforce Configuration?

We will help you identify:

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  • Areas to improve your Salesforce configuration to support your current business processes.
  • Best practices to address deviations from standards to maintain and scale your business process on the Salesforce platform.
  • Available Salesforce features and functionality to help support, streamline and automate your internal operations.
  • Opportunities to improve data quality.
  • Recommendations to improve user adoption.

You will get:

We will provide you with a customized Action Plan confirming your current pain points and the related suggested projects/actions you can take to address them.
Our Action Plan typically includes:
  • Data cleansing recommendations.
  • 3rd party app recommendations.
  • API recommendations.
  • Suggested training modules for your team.
  • Suggestions to create, remove, update or enhance Salesforce:
    • fields,
    • objects,
    • page layouts,
    • roles,
    • profiles,
    • security/sharing settings,​

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  • record types,
  • formulas,
  • validation rules,
  • duplicate checking rules,
  • workflows,
  • email alerts,
  • ​automation,
  • Chatter notifications,
  • reports,
  • dashboards,
  • list views,
  • shortcuts,
  • integrations,
  • ...and more.​

Are You Ready to Brainiate?
Give us a call at (866) BRAIN88

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Contact Us:

📞 (866) BRAIN88


📩 info@brainiate.com

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©  2023 BRAINIATE, LLC. ALL RIGHTS RESERVED.
  • Home
  • Consulting
    • Health Check
  • Training
    • Admin Bootcamp
    • How to Simplify Your Screens
    • How to Clean Your Salesforce Org
    • Project Scoping Secrets
    • Personal Branding for Admins
    • Reports & Dashboards
    • Brainiate Academy
    • Custom Training
  • Store
  • Show
  • Resources