Managed Services

Ongoing Salesforce support that keeps your org clean, stable, and moving forward

Managed services designed to balance administration, release-driven improvements, enhancements, roadmap progress, training, and proactive platform guidance - without forcing clients to build a large in-house team.

Managed Services Program Objectives

Ongoing Platform Support

Consistent ongoing system administration, user assistance, and SLA-driven issue resolution

Salesforce Release-Driven Improvements

Feature enhancements based on each major Salesforce release (3 per year), prioritizing opportunities to improve user experience and ROI.

Enhancement & Development

Incremental updates or new configurations (e.g., custom fields, flows, dashboards, integrations) aligned with users’ short-term needs.

Strategic Roadmap Progress

Larger, multi-phase efforts that align Salesforce with the customer’s long-term goals- re-architecting functionality, building complex integrations, implementing AI, consolidating orgs, etc.

Scalability & Predictable Costs

Monthly services from 10 to 320 hours+, with flexible allocation of hours across support, releases, enhancements, and roadmap projects. Saasinct strives to use all purchased hours productively, balancing customer-requested work with proactive maintenance and enhancement activities.

Managed Service Tiers

  • For: Smaller teams / implementations needing support & light enhancements.

    • Administration & Maintenance: User and license management, basic security settings, minor data cleansing.

    • Incident Management: Level 2 issue resolution, quick bug fixes and minor enhancements, basic troubleshooting.

    • Salesforce Release Check-ins and Minor Update Benefits: “What’s New” overview each release to highlight important updates and opportunities; small config updates for quick wins. Quick-win features added from other managed services customers, when feasible.

    • Enhancement & Development: Minor enhancements (e.g., adding or changing custom fields, building reports, simple Flows).

    • Progress Strategic Roadmap: Primarily advisory at this level, hours are typically too limited for execution.

  • execution. Essential services plus:

    • Administration & Maintenance: Managing more complex sharing models, profiles/permission sets for compliance.

    • Salesforce Release-Driven Improvements: Enhancements generally relevant to the customer’s industry use cases (e.g. advanced Flows, new AI or analytics features), and implementation of feasible new release features within that month’s hours. Generally, features would be implemented as part of other projects to save budget and duplicated for Growth tier.

    • Enhancement & Development: Configuring custom objects, flows/process automations, moderate data migrations, comprehensive revops reporting or dashboards, etc.

    • Progress Strategic Roadmap: 20% of monthly hours allocated to multi-sprint initiatives; monthly or quarterly check-ins to align on objectives.

  • For: Larger firms with multiple business units or complex requirements, wanting continuous improvement. Growth services plus:

    • Incident Management: Tier 2 issue resolution, quick bug fixes and minor enhancements, basic troubleshooting.

    • Salesforce Release-Driven Improvements: Detailed reviews of each Salesforce release to identify enhancements relevant to the customer’s specific use cases, and implementation of feasible new features within that month’s hours.

    • Enhancement & Development: LWC development, Apex, third-party integrations, integration of Gen AI functionality, etc).

    • Progress Strategic Roadmap: 30 - 50% of hours focused on significant projects, for example, migrating legacy systems to Salesforce, launching new user groups, implementing HVS, advanced analytics, etc. Monthly planning sessions and collaborative project management to iterate on their roadmap.

  • For: Enterprise-level organizations with transformation goals, needing daily operational coverage and large-scale strategic initiatives. Scale services plus:

    • Dedicated Ops Team: Assigned resources for day-to-day admin, architecture, and relationship / platform oversight.

    • Salesforce Release-Driven Improvements: Deep dive into each Salesforce release features for competitive advantage; custom integration of advanced new capabilities (e.g., Einstein GPT, advanced CRMA).

    • Enhancement & Development: Cross-system integrations (MuleSoft, data warehouses), advanced automation, custom-coded solutions, periodic health checks / performance tuning for large data volumes.

    • Progress Strategic Roadmap: 50% - 60% + of hours driving large-scale transformations, for example multi-year projects, major feature launches, enterprise data governance initiatives.

Managed Services

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Managed Services ✳︎

Value-Add Services

Quarterly Release Webinars

  • Webinar each Salesforce release cycle on new features and recommended next steps

Roadmap Workshops (Growth tier and above)

  • Planning sessions to align on 6-12 month business goals

User Adoption and Supplemental or Advanced Training

  • End-user and administrator training to improve system oversight, user adoption, leverage new Salesforce feature, etc.

Compliance and Security Advisory

  • Best practices for Salesforce security and compliance, including encryption and monitoring tools like Shield

Change Management, DevOps, Testing

  • Center of Excellence, change management, CI/CD pipeline setup, regression testing

Integrating the Salesforce Release Schedule

  1. Release Readiness Reviews

    • Perform “What’s New & What’s Next” session prior to each release, highlighting relevant changes or new features.

  2. Proactive Feature Alignment

    • Recommend enhancement possibilities introduced in the latest release, for example new Lightning Web Components, Flow updates, Einstein GPT features, so clients can leverage new capabilities without having to learn about it themselves and ask.

  3. Enhancement & Development

    • Incremental updates or new configurations (e.g., custom fields, flows, dashboards, integrations) aligned with users’ short-term needs.

  4. Targeted Implementation

    • Recommend and implement new features that deliver quick wins or long-term strategic advantages (e.g., advanced analytics, security features, architectural adjustments, or adding new industry-specific objects.

  5. Post Release Maintenance

    • Maintain system stability, address regression issues, and monitor for performance or security issues.

  6. Rinse and Repeat Across Maintenance Customers

    • Implement Salesforce release-based enhancements and deploy across managed services customers when possible.

Keep Salesforce improving after go-live

From administration and release planning to enhancement delivery and strategic roadmap work, Saasinct managed services help clients protect stability while creating measurable momentum.


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