Legendary Consulting LLC

We offer a vast array of salesforce consultancy services so that you can choose the best suited CRM for your business type and ensure customer satisfaction and peak data management

We are honored to have achieved the tier of Ridge Salesforce Consulting Partner by Salesforce for our high-quality and consistent hard work toward driving customer satisfaction.

Every day we see ourselves and our team members wasting productive hours. It doesn't have to be that way!

We all do it, often without even realizing it When stuck doing the same mundane tasks day in and day out we tend to accept them as ‘part of the job’ and mindlessly click through the same multi-step processes or copy/paste data from A to B and don’t even give it a second thought Imagine the possibilities if you could take 30, 40, or even 50% of those tasks and fully or even partially automate the process Sales reps could make more calls, management could conduct more training or focus on BD, the world is yours! Stop wasting hours on excise tasks that could be spent nurturing leads or building client relationships Ask one of the best Salesforce development company how we can enhance your productivity by letting Salesforce solutions do some of that heavy lifting!

Six Simple Steps to Maximize your Salesforce Investment

With each new Project the first step should always be Discovery During this phase, clearly identify your overall needs, challenges, known bottlenecks, bugs, etc , and provide a high-level walkthrough of your common use cases to the development team Adequate background information provided upfront will ultimately result in a solution that not only provides you with the requested functionality you need but also seamlessly blend the addition into your existing processes with minimal interruptions

Once the development team has a solid understanding of your requirements and potential risks a senior developer and/or architect should work with the development and client teams to design a solution that not only meets your needs TODAY but also sets you up for future success! When it comes to design, there’s no such thing as too much detail so long as it is concise and well organized Be thorough here and it will save you time once development begins! During development the team should regularly work with stakeholders either directly or through the assigned Project Manager to ensure deliverables are meeting the requirements and staying within the agreed upon budget Prior to client review, each work item should be tested by a Quality Assurance Engineer and validated per requirements Once confirmed, the stakeholder / SME responsible for the module should give their approval once they have completed testing of their own

Once the developer, QA, Project Manager, and client have all signed off on a work item or sprint a plan should be discussed to orchestrate the deployment into production This will require stakeholder availability to re-test in production post-deployment to confirm functionality It is critical at this phase to not only test the NEW functionality, but also any existing functionality that may have been inadvertently impacted by the deployment

5. Post go-live Support

Once a project is deployed, stakeholders and development teams should closely monitor the org for unexpected errors over the first 3-5 days and report/fix/deploy any anomalies immediately During this time there should be no new development in progress and all updates confirmed by stakeholders in sandbox and production orgs before closing the work item

No matter how well you plan or design for the future there will always be maintenance required due to evolving company goals, new processes, security updates, and seasonal releases While not required, it is recommended to consider adding a Managed Services Retainer for additional tasks and upkeep of your org This is especially important if you typically use freelancers or non-certified admins to maintain your org It is far easier to keep an environment organized and running well than it is to restore and rebuild after years of ad-hoc development

14 REASONS TO CHOOSE SALESFORCE FOR YOUR BUSINESS

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UNLOCKING THE POWER OF SALESFORCE: A CRM FOR NON-PROFITS

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What is Trailhead in Salesforce and Why it Matters: A Complete Guide

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Understanding Salesforce’s Roles Hierarchy: A Comprehensive Guide

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Salesforce Service Cloud Implementation: Comprehensive Guide

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What is SalesForce Sales Cloud & How it can help your business in 2023?

UNDERSTANDING THE CLOUD PLATFORM Sales Cloud is one of … What is SalesForce Sales Cloud & How it can help your business in 2023? Devops PM is a 100% Native-to-Salesforce Project Management app to help your team stay organized and on schedule while using the Salesforce platform! Allow your customers access to hours reports and dashboards in real-time, automate invoice generation, and collaborate at the record level with Chatter or our custom Slack Integration with our Salesforce professional services Log hours and track team productivity with our native timesheet system OR take advantage of our Clockify Integration for a more powerful data collection and productivity tracking tool!

HVS - Enhanced Opportunity Cadences

High-Velocity Sales is a powerful Enterprise-Level tool for keeping teams organized and structured In one of the recent updates, Salesforce solutions included the ability to link cadences to Opportunities

but with some severe limitations Out-of-the-box, HVS only supports having one opportunity in a cadence per contact at any given time With EOC, you can relate multiple opportunities in cadences to a single contact! In addition, we have included a workaround for a feature-breaking bug within HVS itself that, as of this writing, causes the opportunity to be dropped from a cadence if you use the 'branching' feature in cadence steps and branch to a new cadence on the Salesforce platform

Apex Batch jobs are very useful until you have too many running at once, too frequently, on large data sets, or any combination of the above By default, the Apex Flex Queue in Salesforce platform only allows a maximum of 100 jobs to be enqueued at any given time Any overflow is essentially 'skipped' until its next scheduled run With our Salesforce development company, Enhanced Fex Queue is implemented, those limits are handled with a prioritized queue that lets you decide which jobs should execute first (by class name), and any overflow from the Standard Flex Queue is enqueued in the enhanced queue until space is available Once a spot opens, the next prioritized job will be added to the queue and executed in sequence

We are delighted to have achieved the tier of Base Salesforce Managed Services Partner by Salesforce for our high-quality and consistent hard work toward driving customer satisfaction. We aim to climb even higher by continuing to serve our clients with utmost good faith and skillset.