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Premier+ Success: Configuration Services

Knowledge Article Number 000239782
Description

Configuration Services, included with the Premier+ Success Plan, is designed to increase your administration capabilities and capacity. Our team of certified experts helps you maintain and update your Salesforce instance with services such as creating roles, datasets, lenses, and dashboards. 

We have organized our Configuration Services into 3 categories:

  • Setup & Customization: Get Started Right
  • Data Management: Care for Your Data
  • Analytics: Drive Your Business with Insights
 

Salesforce Core Platform:

Setup & CustomizationData ManagementAnalytics
User Creation/Maintenance
Profile Creation/Maintenance
Role Creation/Maintenance
Custom and Formula Fields
Validation Rules
Page Layouts and List Views
Assignment/AutoResponse/Escalations
Workflows & Approvals
Process Builder
Data Import
Data Update
Data Delete
Duplicate Management
Dashboards
Report Creation & Execution
Report Folders & Sharing
Dashboard Folders & Sharing
Custom Report Types


+ Marketing Cloud:

Here is a list of configuration categories along with a description of what the task accomplishes. 

 

Email Account Configuration and Customization

 

  • Business Units - Create business units within a parent account1
  • Sender Profiles - Create sender profiles to assign to send definitions
  • Data Extensions - Create data extensions with fields and data types to facilitate sending or data storage
  • Lists - Create lists to facilitate sending
  • Groups - Create groups by segmenting a list
  • Headers and Footers - Extract the header and footer content assigned to an account to enable customer review/modification2
  • Delivery Profiles - Provide methods to manage headers and footers via delivery profiles
  • Account Settings - Review account settings within Administration to ensure proper configuration and customize settings as needed
  • Roles - Create roles and assign enabled permissions as requested3
  • Send Logs - Create send log data extensions with additional fields as needed4
  • Send Classifications - Create and configure send classifications with specific sender/delivery profiles
  • User - Create a user to access the Marketing Cloud5
 

Social Account Configuration and Customization

 

  • Customer classification levels - Customize default classification levels
  • Customize engagement levels - Customize default engagement levels

 

Mobile Configuration and Customization

 

  • Mobile Opt-In Template - Create opt-in for SMS and MMS within MobileConnect6
  • Lists - Create a standard list or filtered list within MobileConnect
  • Outbound Template - Create an outbound message via a MobilePush app6

 

Data & Analytics Configuration and Customization

 

  • Reports - Create a standard report from the report catalog
 

Automation Configuration and Customization

 

  • Tracking Extract - Create an automation that pulls tracking data for a specific time frame or rolling date range7
  • Reports - Automate the delivery of a report from the report catalog7
  • Data Extract - Create an automation to extract data from a data extension
 

+ Analytics Cloud:

Setup & CustomizationData ManagementAnalytics
Setup
User Creation/Maintenance
Profile Creation/Maintenance
Permissions
Page Layouts and List View
 

Create and Update Datasets from a CSV
Create and Update Datasets from Salesforce

 

Create and Modify Lenses
Create and Modify Dashboards
Embed Lenses & Dashboards


+ Platform & Apps:

Setup & CustomizationData ManagementAnalytics
Platform Encryption - Key Management
Platform Encryption - Encrypt Data
Platform Encryption - Custom Permission Sets
Platform Encryption - Create Profiles
Event Monitoring - Custom Permission Sets
Event Monitoring - Enable Transaction Security
Event Monitoring - Custom Transaction Security Preferences
Field Audit Trail - Custom Permission Sets
Field Audit Trail - Enable Field Audit History
Field Audit Trail - Set Data Retention Policy

Re-encryption with New Key
Set Life Cycle for Encryption Keys
Disable Encryption

 

Import Event Monitoring Information into Wave
Import Field Audit Trail Information into Wave and Dashboards

 


+ Financial Services Cloud:

Setup & CustomizationData ManagementAnalytics
User Creation/Maintenance
Profile Creation/Maintenance
Role Creation/Maintenance
Basic Security
Custom and Formula Fields
Validation Rules
Page Layouts and List Views
Assignment/Auto Response/Escalations
Workflows & Approvals
Process Builder
Data Import
Data Update
Data Delete
Duplicate Management
Dashboards
Report Builder
Report Creation & Execution
Report Folders & Sharing
Dashboard Folders & Sharing
Custom Report Types


+ Health Cloud:

Setup & CustomizationData ManagementAnalytics
User Creation/Maintenance
Profile Creation/Maintenance
Role Creation/Maintenance
Basic Security
Custom and Formula Fields
Validation Rules
Page Layouts and List Views
Assignment/Auto Response/Escalations
Workflows & Approvals
Process Builder
Data Import
Data Update
Data Delete
Duplicate Management
Dashboards
Report Builder
Report Creation & Execution
Report Folders & Sharing
Dashboard Folders & Sharing
Custom Report Types
 

+ Salesforce CPQ:

 
Setup&CustomizationData ManagementAnalytics
Price Rules
Process Builder 
Workflow Rules / Tasks / Alerts 
Non-Formula Field Updates 
Formula Field Updates 
Product Options & Features 
Search Filters 
Localizations 
Discount Schedules 
Block Pricing 
Contracted Pricing 
Custom Actions 
Discount Categories 
Favorites 
Quote Terms 
Solution Groups 
Summary Variables 
Additional Documents 
Configuration Attributes 
Costs and Cost Schedules 
Lookup Objects 
Quote Object and Quote Line Object Field Sets
Themes 
Guided Selling / Quote Processes 
Product Rules 
Import Formats 
Price Dimensions
Data Import
Data Update
Data Delete
 
 

Access the Premier Toolkit today:

The Premier Toolkit is your first step in learning about the services we offer you, our Premier Customer. Learn how to maximize your Premier Success Plan, log support tickets, and access our services. 

Premier Success Plans exclude the initial implementation of Salesforce; data migrations, data management or manipulation (de-duping, merging, cleansing); copy from one org/object to another; Flow, AppExchange installs/uninstalls/customization, VLOOKUPs, and custom code; assistance with non-Salesforce products, services or technologies, including implementation, administration, or use of third-party enabling technologies such as databases, computer networks or communications systems; assistance with installation or configuration of hardware, including computers, hard drives, networks, or printers; and creation or testing of custom code, including SQL queries, except as provided under Developer Support. 

For assistance with Salesforce password resets, users should click the "Forgot your password?" link on the login page or contact their system administrator. For assistance with Salesforce usernames, users should contact their system administrator. For assistance with Salesforce lockouts due to incorrect login attempts, users should contact their system administrator to unlock the account, or wait for the lockout period to expire. 

 





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