Krystal Solutions provides Salesforce Support and User Training for clients who need convenient access to a Certified Salesforce Consultant for administrative tasks, technical guidance, third-party app installation, or training on best practices. This service is ideal for companies who do not have an in-house, full-time Salesforce Administrator or who make regular changes to their Salesforce configuration.

Salesforce Administration

Regular Salesforce administrative tasks can be as simple as adding new users and resetting passwords, or more complex such as adding new custom objects and fields. Whatever it may be, our Salesforce consultants can advise you on the best approach to take and get things done quickly and correctly the first time around.
Example Administrative Tasks:
  • ​Creating Custom Objects & Fields
  • Creating Validation Rules
  • Modifying Page Layouts
  • Adding New Salesforce Users

Third-Party App Installation*

There are thousands of third-party apps available on the Salesforce AppExchange that can add to the native functionality of Salesforce. Whether you're in need of document generation, electronic signature, accounting integration, or project management, we can help you select, install and configure the best app for your needs.
​Popular Third-Party App Uses:
  • Document Generation (e.g. Conga, Drawloop)
  • Electronic Signature (e.g. DocuSign, EchoSign)
  • Email & Calendar Sync (e.g. Ebsta, Cirrus Insight)
  • Accounting (e.g. Intacct, Xero)

Salesforce Training

Probably one of the biggest hurdles to Salesforce user adoption is the lack of proper training. Once your users understand the capabilities of Salesforce and how to leverage them, you will not only increase productivity, but start to see a real return on your investment. Our knowledgeable Salesforce consultants are available for remote and on-site training to help build confidence and competency for all of your users, no matter their level of Salesforce experience.
Example Training Areas:
  • Managing Tasks & Events
  • Collaborating Using Chatter
  • ​Customizing Reports & Dashboards
  • Salesforce Best Practices

Data Migration & Data Management

Maintaining data integrity and accuracy is one the biggest challenges for any organization. If you are new to Salesforce and migrating from another system, this is especially important. Our Salesforce Administrators can help prepare and migrate your data and advise you on best practices to avoid losing any historical data or creating duplicates. We also can assist with regular data maintenance, that may include mass imports, updates, or exports of data such as Leads, Accounts, and Contacts.
Example Data-Related Tasks:
  • Importing Leads, Contacts & Accounts
  • Mass Updates to Existing Records
  • Migrating Data from Another CRM (e.g. Pipedrive)
  • Backing-Up or Exporting Historical Data

Other Salesforce Support Services

  • Lightning Experience Training
  • Salesforce1 Mobile Configuration
  • Web2Lead Form Creation
  • Community Portal Setup
  • Custom Process Design

Salesforce Support & Training (2 Hrs.)

$250.00
A 2-hour block for Salesforce Support & User Training @ $125/hour. Includes a Free 30-Minute Consultation. You will be contacted within 1 business day after your order is placed to schedule your consultation and discuss how you would like to allocate your hours. If you have a preferred contact method or a best time to reach you, please include this in the Note to Seller during checkout.
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Pricing & Hours

Our Salesforce Support and User Training services are billed at our standard rate of $150 per hour. Our competitive rates provide access to a team of Certified Salesforce Consultants specializing in different areas. All Salesforce Consulting Services clients receive a Free Initial 30-Minute Consultation to evaluate the scope of work and help you select the right services, after which we will provide a formal proposal with estimates before we move forward. Support and training hours can also be purchased in blocks (prepaid in advance) and combined with any of our other Salesforce Consulting Services. You may allocate these hours however you choose, until they are used up, without any contractual obligation.
* Third-Party App licensing or activation costs are not included in our pricing.