Salesforce Configuration
Get the most out of your Salesforce investment by configuring your Salesforce instance to take your specific business requirements and turn them into real-life application designs and processes.
The experts at Riptide can refine your Salesforce application, tuning it perfectly to the way your company runs, not the other way around. Salesforce was designed to be modifiable with granular, changeable parts, and with a little tweak here and some adjustments there, we can get Salesforce to perform more efficiently for your business, ultimately benefitting your bottom line.
Security Configurations
Security and privacy issues are not subjects to be taken lightly, especially when it comes to safeguarding the data in your Salesforce system. It's imperative that your Salesforce users only have access to information relative to their job. Not only is this a good practice to follow from a productivity standpoint, but there are also many regulated compliance rules that must be followed when it comes to data usage and visibility. Having a knowledgeable Salesforce Consultant configure your security model and the business hierarchy is crucial to your Salesforce implementation.
Data Capture
Application users, by nature, tend to enter the least amount of information possible in order to save a record in the system. Unfortunately, this leaves those who depend on this data for vital business insight stranded, forcing them to make speculative guesses instead of informed decisions. However, with Riptide's Salesforce configuration services, this behavior can be managed by requiring users to enter the complete and correct data every time with Validation Rules and other native tools Salesforce provides.
Workflows & Approvals
Did you know that many of your business and data-updating processes can be automated and tracked without having to physically update the data yourself? By configuring workflows and approval processes in Salesforce, your users will save time through automatic data entry, and get real-time tracking on where specific records are in an approval process. Configuring these processes can become very complex—especially when there are multiple business rules and workflows—but our experienced Salesforce Consultants are ready and able to accomplish any challenge set before them.
Reports & Dashboards
Reporting capabilities and dashboards are some of Salesforce's best features, but without the proper configuration of your Salesforce application's data model, those coveted reports won't be able to be generated at all. The pros at Riptide can quickly solve this delima by developing a customized data model based on the critical information that your company uses to make sound business decisions—and it can be supported by Salesforce's standard reporting features. Our team of experts will make sure your data model is configured right the first time, saving you time and eliminating needless headaches down the line.
