Salesforce Managed Services

Recommendations, best practices, troubleshooting and instructions on how to:
- Create/modify users and user roles
- Create/modify Custom fields
- Create/modify Communication profiles
- Setup Product catalog
- Batch segmentation
- Create/modify Email and callout notifications

Enabling controlled release features and other actions which are not available to customers to perform in self-service mode

Creating, modifying, and deleting any objects/entities in customer's tenant at customer’s direction

Resetting customer user IDs and passwords

Creating, activating, changing work email, or deactivating users in customer's tenant

Recommendations, best practices, troubleshooting and instructions on out-of-the-box reports, billing documents and their functionality

Creation of custom reports

Creating or modifying any custom report which was built by LeadTo or an outside vendor

Creating or modifying billing documents based on customer mockups/requirements

Delivering weekly report on Salesforce activity and Managed Services delivery

Delivering Salesforce out of the box reports

Modifying templates based on customer mockups/requirements

Instructions and troubleshooting on available UI operations that allow mass change updates, such as:
- Mass Order Entry
- Usage Upload
- Customer Accounts
- Payment Methods

Creation of Mass Order Entry or Usage files

Conducting mass changes across Accounts, Contacts, Subscription data (including pricing, payment methods, and usage records)

Providing complete solution design logic on how to execute batch operations via API

Data fixes due to incorrect/inaccurate data entered by Customer

Add/update rules in tenant environment for Billing, SalesForce, Accounting, Tax codes, etc.

Provide recommendations on rules

Data loads using Salesforce tools

Complex data loads

SOW Required

SOW Required

SOW Required

Troubleshooting of Salesforce API (SOAP and REST) calls when complete Request/Response is provided, along with additional requested information as needed (e.g. version, timestamps, etc)

Performance analysis of API calls when provided with a timeframe

Consulting on how to modify sample code to meet specific use cases

Consulting on how to upgrade sample code to higher WSDL version

Troubleshooting programming code errors in any language (Java, PHP, Ruby, C#, etc.)

Troubleshooting client side (HTML, JavaScript) errors

Solution design of Salesforce API calls to meet specific use cases

Code support for any custom tools development by LeadTo

Performance optimization design for Salesforce API calls

Support customer development efforts. Customer must provide an explanation of the code classes, triggers, entry points, behavior expected and behavior outcome

Creating, developing and debugging custom APEX code

Providing Salesforce transaction logs for authorizations, payments, refunds and void operations when logs are not available to customers in a self-service mode

Identifying the source of an error: whether or not an error is originating from Salesforce, gateway, processor or merchant bank or other third-party applications

Debugging and providing resolution for payment failure errors originating from a gateway, processor or merchant bank

Providing logs for payment failure errors originating from a gateway, processor or merchant bank, and assisting in troubleshooting with 3rd party initiated by customer

Identifying the source of an error: whether or not an error is originating from Salesforce

Explanation of Salesforce data model, object and entity

Review of Salesforce application logs to determine inputs/output from and to Salesforce

Providing logs for failure errors originating from a 3rd party, and assisting in troubleshooting with 3rd party initiated by customer

Recommendations, best practices, troubleshooting and instructions on available Salesforce API operations needed to conduct data migration activities

Solution design for legacy accounts migration

Migration of data from one tenant to another (sandbox->production or sandbox->sandbox or production->production)

Request to clean-up/delete data (e.g. delete all Product, Accounts, Subscription)

Identifying whether application requests are being received by the Salesforce platform

Identifying whether error messages are being sent by the Salesforce  platform

Troubleshooting proxy server connection issues and other issues originating from customer-specific hardware and devices

Determination of root cause for any networking issues outside of Salesforce data center

Guidance on where to find resources to obtain information on best practices and training materials.

Provide recommendations on best practices when provided specific subjects to review

Onsite support at customer location

SOW Required

Determination of whether or not a specific feature/behavior is currently available in the application

Submission of feature requests into the Product Management tracking system

Determination of whether or not a specific issue/behavior is a defect in the current application

Coordination with Salesforce for the submission of defects into the Engineering tracking system

Providing updates on status of any previously filed feature request or defect

Continuous engagement with Engineering on behalf of customer until resolution is obtained for any Severity 0 or Severity 1 defect

Providing an ETA for any feature request unless it is published in Product Release Notes

Entering tickets for incidents

Tracking ticket activity

Receiving escalations and expediting ticket activity where necessary