| Scope for Platinum Support Package |
- Architecture review and customizations: Object relationships, creation or modification of custom objects, record types, fields, page layouts, custom links and buttons ; introduction of junction objects, if necessary
- Data Quality Management: Validation Rules, Automated Workflows, Assignment Rules, Auto Response Rules ; Approval Processes
- User management and adoption: Profiles and Permission sets Management, Role Hierarchy Setup, Public Groups, Queues and Setup, Adoption Reports and Dashboards
- Security model enhancements: Modify and Implement Organization-Wide Defaults, Owner and Criteria Based Sharing Rules, Session Management
- Leverage standard salesforce objects & features: Ideas, Campaigns, Products, Assets, Contracts, Leads, Account, Opportunities, Activities, Cases, Solutions and Flows
- Analytics support: list Views, Reports, Report Types, Dashboards, Analytic snapshots/Reporting snapshots
- Email administration: Work flow email alerts, creation or modification of email templates, mail merge templates
- Salesforce1: Administration and User Trainings
- AppExchange package support: Suggestions, installation, management or removal of AppExchange packages
- Feature activation requests: Person accounts, extended mail merge, multi-currency
- Bulk data services: Mass Transfer, Bulk loads and Imports
- Desktop apps installation and support: Connect for Microsoft Outlook, connect for Office, Force.com connect offline
- Small custom components: Apex, Visualforce, Triggers, API ; Web Services and Visualforce templates
- Google apps: Initial set-up, user management and configuration
- Communities maintenance: Include best practices to enhance UI
- CRM best practices: Depending on the CRM needs, best practices will be suggested
- Documentation: Functional Specifications Documents and User Manuals
- Training: End-user and administrator
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