Salesforce Developer Plan

ECHO provides flexible support plans accessible to any organization with a more mature Salesforce instance. If you have an in-house development team, we are ready to augment their capabilities so they can focus on larger initiatives. If you don’t have a development team, 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 Developer Plan, ECHO supports Volunteers for Salesforce (V4S), Community Cloud, Service Cloud, Pardot and more in addition to Sales Cloud, Nonprofit Success Pack (NPSP) and Chatter.

Interested in the Salesforce Developer Plan?

Developer Plan Features

Developer Support
Developer Support

For more complex Salesforce organizations, ECHO offers Salesforce developer support for any custom code needs.

  • Apex
  • Visualforce
  • Lightning Components
  • API Integration
  • Force.com Pages

 

 

 

 

 

 

Only available in the Developer Plan

Third-Party Tools
Third-Party Tools

ECHO will recommend, install, set up and maintain integrations with third-party tools from the Salesforce AppExchange and available connectors.

  • Data Quality
  • Document Generation
  • Email Marketing
  • Online Forms & Surveys
  • Payment Processors
  • SMS Communication

 

 

 

 

Only available in the Developer Plan

Salesforce Review
Salesforce Review

To provide the best support possible, ECHO will conduct a Salesforce review with your organization as part of initial onboarding. This Salesforce review will be revisited annually to assess scalability and help uncover opportunities for improvement.

Annual Salesforce Review

  • Architecture & Data Model
  • Technical Documentation
  • Feature Releases
  • Refactoring & Optimization
  • New Department Adoption
  • New Initiatives

 

Only available in the Developer Plan

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?

Developer Plan

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

Salesforce Developer Plan