Unlimited administration
What unlimited administration gets you
Archer, our AI, is your org's Salesforce admin. Tell Archer what you need and it records the case, then helps you scope and estimate it. Once a requirement is fully scoped and needs no input from a Delivery Manager, it's delivered under your plan, with all Salesforce development included, from fully coded components to point-and-click configuration.
Examples
Requests, start to finish
Archer knows how your org is set up, so it spots what else a change affects. Here's how two requests go in sfadmin.ai: one Archer can scope on its own, and one that needs people to agree a design first.
A change Archer scopes
Archer
AI assistant · raises cases for your organisation
You: Can you add ‘Partnership’ to the Enquiry Type picklist on Lead? We're starting to get partnership enquiries through the website.
Archer: Sure. Your custom lead conversion uses Enquiry Type to decide what's created: ‘New Business’ becomes a sales opportunity, and ‘Support’ becomes a case for your service team. Should partnership leads be handled when they're converted too?
You: Good spot, yes. They should become a Partner account, with an opportunity for Sam in our partnerships team.
Archer: Got it. Your sales team gets an email when one of their leads is converted. Should Sam get one too?
You: Yes please.
Archer: Here's the case. Does everything look OK to you?
Your case
Add ‘Partnership’ to Enquiry Type and handle it in lead conversion
What's needed: Add ‘Partnership’ to the Enquiry Type picklist on Lead. When a partnership lead is converted, create a Partner account and an opportunity owned by Sam, and email Sam, as happens for the sales team.
Why: Partnership enquiries are starting to come in through the website.
Priority: Medium
You: Looks good.
Archer: That's all created for you, and I've started the work. I'll post on the case if I need your approval for anything.
Included under your plan: 100% administration
A request that needs a conversation
Archer
AI assistant · raises cases for your organisation
You: We'd like customers to be able to place orders on our website and have them come straight into Salesforce. Can you set that up?
Archer: Happy to help. A few questions first: what's your website built on, and who looks after it? Should each order go onto the customer's account in Salesforce? And does anything need to go back to the website, such as order status or stock levels?
You: It's WordPress with WooCommerce, and an agency looks after it for us. Orders should go onto the customer's account, and we'd like the order status shown on the website too.
Archer: Thanks. Both systems need to agree what's sent and when, so I'd recommend a call between your Delivery Manager and your website agency to agree the design. The call is professional services, and everything we build in Salesforce afterwards is included in unlimited administration. You're on Admin Pro with 5.5 professional services hours left this month, so an initial one-hour call is covered. Shall I book it in now?
You: Yes please.
Book a call
Website orders into Salesforce: design call
1 hour · your Delivery Manager and your website agency
- Tue 10:00
- Tue 14:30
- Wed 11:00
- Thu 09:30
- Thu 15:00
- Fri 10:00
Or suggest another time.
Administration (included in all Admin plans) + Professional Services (included in Admin Pro and Admin Max)
What's included
Administration is every change we make to your org, from a new user to a new integration.
| Change | What we do |
|---|---|
| User management | New users created, permission sets assigned and role assignments managed. |
| Permission set and permission set group management | Permission sets and permission set groups created and maintained, so each user gets the access their job needs. |
| Public group membership | Users added to or removed from public groups. |
| Picklist updates | Picklist values added, renamed, reordered or deactivated. |
| Field creation | New fields added to your objects, such as text, picklist, date and formula fields. |
| Field visibility | Who can see and edit each field, by profile and permission set. |
| Page layout design | Page layouts arranged so each team sees the fields, sections and related lists they need. |
| List view management | List views created and shared, so each team can find the records they work on. |
| Installing and configuring AppExchange packages | Packages installed from the AppExchange, configured, and access granted to the right users. |
| Creating reports and dashboards | New reports and dashboards built from the data in your org. |
| Creating report types | Custom report types, so a report can bring together the objects you need. |
| Automation | Flows and code that do the repetitive work for your team, such as updating records, sending emails and creating tasks. |
| Lightning components and pages | Custom components and Lightning pages, built for the way your team works. |
| New objects and apps | New objects to hold the data your business needs, and apps that bring them together. |
| Integrations | The Salesforce side of connecting your other systems, such as finance or marketing tools. |
If it's a change to your org, it's administration, however large the build.
Professional services
What isn't administration
Professional services are a person's time: one of our team working with you or for you, rather than a change to your org. They're billed at the standard rate, or taken from the hours your package includes: 10 hours a month on Admin Pro, and no limit on Admin Max.
- Calls and meetings
- Requirements gathering
- Solution design and planning
- Project management
- Data analysis
- Data transformation and migration
- Technical explanations
- Demos and training
Fair usage policy
- Administration is unlimited on every package, under the fair usage policy in your contract.
- Every request is estimated for you to approve before work starts.
- Included professional services hours don't roll over to the next month.