Salesforce Administration

Salesforce Administration utilizes the declarative "out of the box" tools provided to customize the platform to meet your needs. Whether you need to create email templates, generate reports or manage day-to-day processes, Undefined Design's provides a Salesforce advanced administrator at your side.

Cloud Consulting Services

With years of experience spread across multiple Salesforce Clouds, we have the expertise to help guide your vision.

Salesforce Documentation

From Salesforce documentation and training to custom CRM reporting tools, easily track your ROI. 

Lightning Communities & Workflows

Make the most of user adoption and experience with Salesforce Lightning communities and custom workflows. 

Sales Cloud Consulting

Sales Cloud is the fully customizable sales performance and customer relationship management software from Salesforce designed to optimize business processes and increase conversions. Our team of Salesforce experts will configure a robust instance that offers functionality while maintaining performance on the backend.

Marketing Cloud Consulting

Marketing Cloud is the Salesforce platform used for digital marketing automation and analytics. It combines customer data and behavior to create real-time interactions between your business and the customer. Our Salesforce advanced administrator takes the guesswork out of setup and optimizes marketing efforts for peak performance to provide the greatest ROI.

Service Cloud Consulting

Service Cloud and Field Service Lightning is the platform that focuses on customer service and support. Set appointments, provide a help center, give real-time updates and notifications to customers, and much more. Leverage our experience to configure Service Cloud specific to your business and automate interactions between your technicians and support desk.
Salesforce Advanced Administrator
Consult with Our Certified Salesforce Administrators

Documentation & Training

Without proper documentation and training for end users, even the easiest solutions may seem daunting and may not be used to their fullest potential. We provide all the training and documentation your team needs to maximize Salesforce to the fullest potential. Increase productivity and reduce user error while providing the greatest and fastest ROI of your investment.

Custom CRM Reporting

One of the greatest strengths of a CRM is the reporting and analytics it can provide from all the data it collects. Undefined Design can create custom reports and dashboards to provide your team with the most relevant data and analytics for your business use case; everyone from the decision makers all the way down to the everyday end user.
Consult with Our Certified Administrators

Process Builder & Workflows

Reduce user error and increase Salesforce adoption by automating vital parts of your business processes. Process Builder and Workflows can be used to send email notifications to the appropriate party, automatically populate fields, even across objects or create Records when certain criteria are met.

Lightning Communities

Lightning Communities is an extension of your Salesforce platform for external users, customers, and partners. This allows external users to access a branded version of your platform without gaining access to confidential information. Our team will design a look and feel of your Salesforce Communities that promotes adoption and integrates external users into your Salesforce environment.
Reporting with salesforce customization
Increase ROI with Salesforce Customization
Deploy an Efficient Salesforce Platform