Salesforce Managed Services
When Salesforce powers core revenue, you can’t afford slow releases, broken automations, or data issues. Our Salesforce managed services combine certified admins, developers, architects, and business analysts who keep your org healthy, secure, and continuously improving so your teams can ship faster and sell smarter.
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Brands We've Helped Transform
What Is Salesforce Managed Services?
Salesforce managed services is an ongoing, outcome-driven model for operating and improving your CRM. Instead of ad-hoc fixes or one-off projects, you get a dedicated team that handles support & maintenance, backlog delivery, integrations, release management, and governance under clear service levels and a shared roadmap.
Key benefits:
- Predictable support with severity-based response/restore targets
- Faster, safer releases via DevOps best practices
- Continuous optimization aligned to business KPIs and user feedback
- Stronger security posture and audit-ready evidence
How We Deliver Managed Services (Our Approach)
Dedicated Pod & Clear Ownership
Your pod includes an Admin, Business Analyst, Developer(s), QA, and a Salesforce Architect. We integrate with your ticketing tool, establish severity definitions, and agree on change windows, release cadence, and documentation standards.
Proactive over Reactive
We run recurring health checks, monitor automation and integration errors, review adoption metrics, and surface optimization opportunities every sprint so issues are prevented, not just fixed.
We align the backlog to quarterly objectives. Each month you’ll see what shipped, what’s next, associated risks, and value delivered. Quarterly Business Reviews (QBRs) recalibrate priorities and budgets with stakeholders.
What’s Included in Salesforce Managed Services
- User, role, and permission management; profiles & permission sets
- Data hygiene (duplicates, validation, backups) and org health checks
- L1–L3 help desk, incident triage, service restoration playbooks, knowledge base
Enhancements & Optimization
- Backlog intake and grooming tied to OKRs and user feedback
- Flow/Automation refactors, page performance tuning, UX improvements
- Adoption campaigns, enablement guides, and in-app tips
Integrations & Data Operations
- API/MuleSoft support, error handling, monitoring & alerting
- Data modeling, transformation, and stewardship guidance
- Backup/restore validation and documented RTO/RPO targets
DevOps & Release Management
- Branching standards, peer reviews, and sandbox strategy
- CI/CD using Copado or Gearset with automated testing and rollback plans
- Release calendar, change approvals, and post-deployment checks
Cloud-Specific Expertise
- Sales Cloud, Service Cloud, Experience Cloud (Digital)
- Marketing Cloud / Account Engagement (Pardot)
- CPQ & Billing, Field Service
- Industries solutions (where applicable)
Data Cloud & Einstein 1 / Agentforce Operations
- Data Cloud pipelines and identity resolution governance
- Prompt libraries, testing/evaluation protocols, and AI guardrails
- Monitoring of AI usage, exceptions, and user feedback loops
Security & Compliance
Security and compliance are built into how we operate your Salesforce org not bolted on later. We enforce strict access controls, harden configurations, and document every change so you stay audit-ready while moving fast. Our approach aligns to recognized frameworks (SOC 2, ISO 27001) and supports regulatory needs like GDPR and HIPAA without adding friction for your users.
Identity & Access Management (IAM)
We centralize login with SSO and require MFA to reduce account risk. Roles are granted on a least-privilege basis using profiles and permission sets, with quarterly access reviews and clear segregation of duties between admin, developer, and deployment functions
Data Protection & Privacy
Sensitive data is encrypted in transit and at rest, with Shield Platform Encryption where appropriate. We classify PII, limit exposure, mask data in sandboxes, and run privacy workflows to support GDPR/CCPA requests such as DSARs and right-to-be-forgotten.
Secure Development & Change Control
All changes follow a gated DevOps process: peer-reviewed pull requests, automated tests, and formal approvals before deployment. We maintain rollback plans and post-deployment checks so releases are safe, traceable, and auditable.
Integrations & API Security
APIs use standards-based authentication (OAuth 2.0/JWT), scoped permissions, and IP allowlisting where possible. We monitor for error spikes and anomalous traffic, enforce rate limits, and validate payloads to keep connected systems secure.
Monitoring, Audit & Evidence
Setup and event monitoring capture who did what and when, with near-real-time alerts on high-risk actions. We maintain evidence packs—screenshots, logs, and change records—so audits and security questionnaires are fast and painless.
Collaboration & Transparency
You’ll always know what’s happening, what’s next, and why. We work in your tools, share the full change history, and report on outcomes not just activities. From ticket SLAs to release notes and KPI dashboards, every decision and delivery is visible so stakeholders can move faster with confidence.
Shared Workflows & Tools
We plug into your stack (Jira/Asana, Slack/Teams, Confluence/Notion) so work is tracked where your team already lives. You’ll see the same boards, backlogs, and due dates we do no hidden queues.
Ticketing & SLAs
All requests flow through a single queue with severity labels and time-bound SLAs. Each ticket shows owner, ETA, status, dependencies, and blockage notes so you can forecast and prioritize.
Weekly Status Notes
Every week you get a concise summary: what shipped, what slipped and why, risk/issue callouts, next week’s plan, and any decisions needed. Links jump straight to tickets, docs, and environments.
Release Notes & Change Logs
Each deploy includes human-readable release notes, test results, and rollback steps. The change log ties every change to its ticket and approval for a complete audit trail.
Roadmap & Backlog Visibility
A living roadmap shows epics by quarter, with clear intake and grooming rules. Business owners can submit, score, and track requests from idea → in progress → done.
Dashboards & KPIs
Real-time dashboards track SLA attainment, MTTR, deployment success, adoption, and value delivered. We review trends monthly and adjust priorities based on data—not gut feel.
Onboarding: The 30-60-90 Day Plan
Days 1–30 — Discover &,
Stabilize
- Org audit (metadata, automations, security), quick-win fixes, SLA baselines
- Inventory integrations, environments, and deployment process
- Establish ticket taxonomy, severity matrix, and working agreements
Days 31–60 — Govern & Accelerate
- Backlog intake and prioritization; release calendar and change windows
- DevOps pipeline set-up (branching, CI/CD, testing gates)
- Security hardening, audit logging, and evidence capture
Days 61–90 — Optimize & Measure
- KPI dashboards go live; adoption nudges and enablement content
- Quarterly roadmap and budget alignment; value narrative and next-step recommendations
- Continuous improvement loop embedded with business owners
What does a Salesforce managed service provider (MSP) actually do?
An MSP operates and improves your Salesforce org continuously handling support, enhancements, integrations, releases, and governance under defined SLAs and a shared roadmap.
How is this different from staff augmentation?
Staff aug fills seats; managed services deliver outcomes. You get a multidisciplinary pod, SLAs, DevOps, security standards, and KPI reporting not just extra hands.
Can you cover multiple Salesforce clouds?
Yes. We support Sales, Service, Experience, Marketing (Account Engagement), CPQ & Billing, Field Service, and industry solutions—coordinated through a single backlog and release plan.
Do you handle integrations and data quality?
We support APIs/MuleSoft, error handling, and monitoring; improve data models and stewardship; and validate backups/restores with defined RTO/RPO targets.
Do you support Data Cloud and Einstein 1 / Agentforce?
Yes. We manage data pipelines, governance and security reviews, prompt libraries, AI evaluation, and guardrails to keep usage safe and effective.
How do you ensure secure and compliant operations?
We enforce least-privilege access, SSO/MFA, audit logging, segregation of duties, change approvals, and maintain evidence for audits and reviews.
What will I see each month?
A summary of incidents and enhancements shipped, KPI movements (adoption, MTTR, release success), the updated roadmap, and risks or decisions needed.
How do we get started?
We begin with an org audit and a working session to define SLAs, severity levels, change windows, and the initial backlog. From there we launch the 30-60-90 plan.
