Salesforce Admin Plan

ECHO provides flexible support plans accessible to any organization. If you have an in-house admin, we are ready to augment their capabilities so they can focus on larger initiatives. If you don’t have an admin, we can provide the equivalent of a full-time staff person. Plans are available as a monthly allocation or an annual bundle of support hours. In the Admin Plan, ECHO supports Sales Cloud, Nonprofit Success Pack (NPSP) and Chatter.

Interested in the Salesforce Admin Plan?

Admin Plan Features

Admin Support
Admin Support

Clear your plate of daily admin tasks so you can focus on larger impact items for your organization.

  • User Creation & Maintenance
  • Access & Permissioning
  • Custom & Formula Fields
  • Custom Objects
  • Page Layouts and List Views
  • Validation Rules
  • Error Investigation & Troubleshooting
  • Security & Critical Updates

 

Data Management
Data Management

Maintain the integrity of your Salesforce data, one of your organization's most valuable assets.

 

  • Mass Delete Records
  • Mass Create Records
  • Mass Update
  • Duplicate Rules & Matching Rule

 

 

 

 

Business Process Automation
Business Process Automation

Automate actions to streamline business processes and create more efficiency for staff.

 

  • Process Builder
  • Flow
  • Workflows Rules
  • Tasks
  • Alerts
  • Field Updates

 

 

 

Analytics
Analytics

Track your daily activity, or report and share impact to executives and external stakeholders.

  • Reports
  • Dashboards
  • Custom Report Types
  • Folder Sharing
Training
Training

Drive user adoption with continued training for admins.

 

  • Admin Training

 

 

 

 

 

 

 

 

Documentation
Documentation

Document your org and provide resources for staff and admins during onboarding.

 

  • User Guide
  • Process Documentation
  • Data Model Diagram

 

 

 

 

 

 

Want to explore all Salesforce Support Plans?

Admin Plan

Get in touch to discuss the Admin Plan that best fits your organization’s needs.

Salesforce Admin Plan