Salesforce
Configuration
for New Salesforce Clients
New to Salesforce? We’ve Got You Covered.
For over 14 years, we’ve been designing expert Salesforce solutions for businesses of all sizes—Small, Medium, Large, and Enterprise. At Sowed Consulting, we don’t just implement Salesforce; we partner with you to be SOWED into your success.
Every implementation is unique—some simpler, some more complex—but there’s no need to worry. When we create your custom proposal, we’ll outline exactly what needs to be done to ensure a seamless and successful rollout.
Read on to see how we work and how we can bring Salesforce to life for your business.
0
Welcome to the Salesforce Ecosystem
We're thrilled you've chosen Salesforce for your business! As part of the vast Salesforce ecosystem, we're here to support you every step of the way. By partnering with you, we are SOWED into your success, ensuring you get the most out of your investment.
Let's do this right to protect your investment and to allow you to scale faster and further!
1
Comprehensive Discovery
We start by understanding your business processes, goals, and challenges to ensure Salesforce is tailored to your needs. We identify strategies related to your configuration, applications, integrations, data, and maintenance.
2
Requirements Gathering and Planning
We collaborate with key stakeholders to define project scope, document requirements, and create a roadmap for a successful implementation.
3
User Provisioning Setup & Security Configuration
We configure user roles, permissions, and security settings to ensure the right people have access to the right data. We map out base profiles that are further enhanced with permission set groups. Role hierarchy, territories management, and sharing settings set your Salesforce up for proper access controls to remain compliant.
4
System Configuration, UI/UX Configuration
We customize Salesforce to fit your workflows, including objects, fields, page layouts, and user interfaces. We leverage the latest technologies and best practices to ensure your user experience exceeds your expectations.
5
Automation of Business Processes
We streamline operations by automating repetitive tasks using flows and Apex Code, improving efficiency and accuracy.
6
Introduction of 3rd Party Applications
We integrate essential third-party apps from the Salesforce AppExchange to extend functionality and enhance productivity. Notable applications we offer are Sowed Data tooling, and Sowed DevOps tooling - Sowed built efficiency and security tools that help improve your bottom line.
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Data Cleansing, Mapping, and Migration
We clean, organize, and migrate your data into Salesforce, ensuring accuracy and eliminating duplicates. We will leverage Sowed Data tooling, a data tooling package expertly crafted by Sowed Consulting.
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Introduction of DevOps
DevOps enhances development efficiency by streamlining code deployment, automation, and version control. It enables teams to collaborate, track changes, and deploy updates faster with reduced risk. By leveraging tools like CI/CD pipelines, Git, and automated testing, DevOps ensures smoother releases, better system stability, and continuous innovation. We will leverage Sowed DevOps tooling, a DevOps tooling packaged expertly crafted by Sowed Consulting.
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User Acceptance Testing
We conduct thorough testing with real users to validate that Salesforce meets your business needs before going live. Ideally, these individuals will be involved in the Software Development Life Cycle that Sowed follows while building your Salesforce environment, becoming Subject Matter Experts during the engagement.
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Training
We provide hands-on training to ensure your team is confident and ready to further use Salesforce effectively. We also offer guidance for self-paced learning.
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Go Live & Go Live Support
We deploy Salesforce into production and provide real-time support to ensure a smooth transition.
12
Post Go Live Maintenance
We address any post-launch adjustments, troubleshoot issues, and refine the system for optimal performance. Often we find the adjustments are related to User Interface changes and User Provisioning.
13
Managed Services for Ongoing Maintenance
We offer Managed Services. Managed Services is ongoing support, enhancements, and optimizations to keep Salesforce aligned with your evolving business needs. This is reserved for clients that want to continue to build and drive more value out of their Salesforce environment.
Mini project work, introduction of a custom built solution, introduction of 3rd party applications, and integrations are a few examples of future enhancements. Additionally, data retention policies can be further refined and even automated.
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SOWED becomes your System Administrator
Need a dedicated Salesforce expert? We act as your admin, managing day-to-day operations, support, and system improvements. This is bundled into a Managed Services package. Let us show you how our expertise can improve your bottom line.
