Case Study

Managed Service: Support Services

Keep your Salesforce environment running smoothly with reliable managed support. Application House provides ongoing Salesforce assistance, troubleshooting, maintenance, and optimization to help you resolve issues quickly and keep your business operations on track.

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Uninstalling the Managed Package & Keeping Data and Application Unaffected

The Client A Nonprofit Educational Organization

The client is an organization helping students from low-income backgrounds to get into college, get their degrees, and land a job. Their programs provide students with one-on-one support and mentoring, which creates genuine partnerships that they believe are significant to a student’s success.

Uninstalling the Managed Package & Keeping Data and Application Unaffected

The Situation

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Challenges

  • The client onboarded Application House, together with other partners, to accomplish the list of overdue technical debt they have accumulated by the end of 2021.
  • Application House deployed a Salesforce Developer committed to a part-time for the project. After a month of working on the project, the client’s Manager of Data and Systems left.

Requirements

  • While the manager was more on the business side, he also handled every Salesforce requirement and Salesforce support for the client, making his role like that of a Salesforce Admin.
  • He worked on admin-related activities for their Salesforce, so his absence left the operational management of the platform unattended.

The Project: Managed Service: Support Services

The client’s Chief Technology and Data Officer notified the Salesforce Developer from Application House of the Manager of Data and Systems’ departure by the first week of January 2022. As such, they have decided to delegate all the admin and support work to him, tasks that are from the tickets on the service desk covering the following areas below:

Service Cloud

Service Desk Covering

Since the Chief Technology and Data Officer was on leave, she requested the assistance of a colleague to support Application House’s Salesforce Developer with prioritizing program-related tasks as they come in and have a weekly or bi-weekly call to get accustomed to working together.

  • user activation or deactivation;
  • weekly backups;
  • investigating & troubleshooting issues; and,
  • routine data updates like caseload reassignment, creating tasks for programs, & freezing program data into student progressions (occurring in March)

The Purpose of the Project

A Salesforce Admin knows how to make Salesforce work to the best of an organization’s goals. Their responsibilities are:

  • Maintaining the platform;
  • Simplifying the use of the platform for users at any technical level;
  • Being up to date with new tools, capabilities & releases for the platform.

The role of a Salesforce Admin can be simple or complex, depending on the size and structure of the organization. Regardless, the absence of one means no one to ensure the platform is running smoothly and is being used to its fullest potential.

  • That is why Application House’s Salesforce Developer was assigned to the role: to keep the light on by providing support services, including day-to-day operational support to the business single-handedly.
  • Application House’s part-time Salesforce Developer provided support service that matched the workload of full-time resources.

The Results

The Salesforce Admin vacancy affected almost everyone on the program side of the organization, including advisors, managers, and program leaders.

To address this, Application House’s Salesforce Developer supported admin-related activities and handled service desk tickets, including data-related tasks. He addressed critical issues and minor platform changes to meet users’ needs.

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The Application House Value

Application House gets to the core of an issue. By doing so, we can provide the most appropriate solutions that give you the results that underpin your success. Yet you, as nonprofits, continue to do good and serve people. Our part in helping make the world better is by offering our pro bono program, which will give you the first month of our service free of charge.

Uninstalling the Managed Package & Keeping Data and Application Unaffected

Client Testimonials Our Customer's Experience with Application House

At Application House, our customer’s success defines our success. We make sure that all engagements are carried out with end-to-end support from our consultants.

Project Review · Salesforce Verified
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We brought on Application House to support our team as our in-house Salesforce Admin was planning to transition out of the organization. The Application House team did an exemplary job learning about the organization and our data needs in order to support us. I have worked with data consultants in the past who struggled to learn all of the nuances of our program and our staff's needs, but I had the complete opposite experience with Application House. Over time, we were able to transition from merely focusing on short-term "survival" maintenance to bigger-picture projects like cleaning out old fields, relieving technical debt, and completing important documentation work to help us maintain our systems over time.

Client in the Salesforce Industry · Salesforce Verified