Salesforce Services

Improve the functionality of your Salesforce to drive better results for your business, end users, and customers.

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3 services to achieve greater success with your Salesforce environment.

With Wursta’s array of Salesforce services, you can ensure best practices and optimize your current environment, reduce administrative time and costs, and increase productivity and collaboration.

  • Salesforce Assessment: Wursta reviews your current Salesforce settings and examines how they measure against best practice. This deep dive exposes risks you’re currently facing and lists potential improvements such as workflow optimizations.
  • Virtual Salesforce Admin: With a Wursta Virtual Salesforce Admin, you can improve the user experience in Salesforce, while offloading administrative tasks to expand your team’s bandwidth.
  • Salesforce & Google Workspace Connectivity Services: By integrating Salesforce and Google Workspace, you can enhance and customize your environment. A variety of powerful integrations can boost your team’s productivity and collaboration while enhancing security.

Salesforce Assessment

Wursta reviews your current Salesforce settings and examines how they measure against best practice. We do a deep dive assessment to expose risks you’re currently facing and clarify the implications to your business. We’ll also list potential improvements, such as additional functionality, workflow optimizations, and release updates to apply, along with recommendations on how to prepare for them.

Using Wursta’s Salesforce Assessment, you’ll get a better understanding of the following:

 

  • User activity and permissions
  • Custom fields
  • Validation rules
  • Installed AppExchange apps
  • Workflows, Flows, Process Builder solutions
  • APEX code and triggers
Inspect
Your Setup

Wursta will review the settings for your environment including objects, fields, triggers, low-code automations, workflows, administrative access, security controls, and more.

Understand Impacts to Your Business

Gain a thorough understanding of what’s being used in your organization, such as fields and objects, which can reveal potential opportunities, enabling you to optimize your operations.

Obtain a
Security Baseline

We’ll deliver a report detailing your security settings, clarifying any risks, and recommending improvements, such as enabling 2-Step Authentication.

Develop an Actionable, Prioritized Project List

The Salesforce Assessment prioritizes suggested improvements, such as release updates to apply, so you can determine where to focus and ensure Salesforce continues delivering.

Comprehensive Review of Salesforce Assessment Results

We’ll review the Salesforce Assessment with you, investing the time to answer your questions so you have a solid understanding of the outcome.

Comprehensive Review of Salesforce Assessment Results

We’ll review the Salesforce Assessment with you, investing the time to answer your questions so you have a solid understanding of the outcome.

How a Virtual SF Admin Works with your Team

Extra Set of Hands to Help Keep Your Organization Running Smoothly

With a Wursta Virtual Salesforce Admin, you can improve the user experience in Salesforce, while offloading administrative tasks to free up your team. Expanding your team’s bandwidth can enable them to focus on activities that bring value to your business and enhance your competitive advantage.

We can serve as an extra set of hands to not only execute important tasks but assist with strategy and help you move towards best practices

A Wursta Virtual Salesforce Admin can help manage and support your flexible Salesforce environment by:

Setting up list views
Managing system needs (users, configuration options)
Customizing your Salesforce user interface
Simplifying page layouts & adding/removing/moving fields from page Layouts
Onboarding and off-boarding users

Salesforce and Google Workspace Connectivity Services

Save Time, Reduce Costs, & Improve Productivity

Enhance & customize your Salesforce environment and empower your team with Wursta’s integrated Salesforce and Google Workspace connectivity service. By leveraging our connectivity services, you can fully customize and optimize your workspace, elevating your Salesforce experience to new levels. Wursta’s Salesforce and Google Workspace connectivity services span across three key areas:

Salesforce Files Connect For Google Drive

Achieve a Single Source of Truth, Eliminating Version Control Worries

  • Single source of truth for files, no version control problems
  • Time savings (less switching between Salesforce & Google Drive)
  • Enhanced security by eliminating file replication

Google Single Sign-On (SSO) for Salesforce

Ease User Experience, Reducing Admin Burden

  • Enhanced security, with the removal of an extra access layer
  • Fewer passwords for users to trace
  • Time savings (per user, per login)

Salesforce Einstein Activity Capture

Centralized Visibility, Saving Time

  • Google calendar events in Salesforce activity tab
  • Time savings (less switching between Gmail and Salesforce)
  • Google calendar event reminders within Salesforce

Interested in Salesforce Services?

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