Salesforce Managed Services

Begin with an assessment of your Salesforce environment, integrations, documentation and current backlog. Agree responsibilities between CXTech, your internal team and other vendors so requests reach the right owner.

• Define supported clouds, integrations and environments.
• Agree support hours, priorities and response arrangements in the engagement scope.
• Separate incidents, service requests and enhancements so urgent issues do not hide strategic work.

Routine administration can include access reviews, configuration changes, reporting support and troubleshooting within the agreed scope. Changes should be documented and tested rather than applied directly without review.

Monitor integration errors, data quality issues and recurring user problems. Use these signals to identify underlying causes instead of repeatedly resolving the same symptom.

A predictable release process reduces disruption. Review Salesforce seasonal releases for relevant changes, test critical workflows and coordinate deployment with business owners.

• Maintain a prioritised backlog and agreed acceptance criteria.
• Test in an appropriate non-production environment before deployment.
• Document release decisions, rollback options and user communications.

Support should also improve how people use the platform. Review adoption, process friction and reporting needs alongside the enhancement backlog, then agree a manageable roadmap.

Where appropriate, add Flow, Agentforce or other AI assistance to support approved workflows. Evaluate each change against business value, maintainability and governance requirements rather than adding automation for its own sake.