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Virtual Salesforce Administration

What is a Virtual Administrator?

A Virtual Salesforce Administrator is an outsourced service provider offering expertise in Salesforce and related technologies. A Virtual Salesforce Administrator will learn your specific Salesforce instance and maintain the health and integrity of the system over time. They will work with you to prioritize your requests and recommend when more advanced functionality is necessary. In essence, they take an “owner-attitude” – proactively reviewing, recommending and addressing all aspects of your database – as if they were an employee of your organization.

When should you hire a Virtual Administrator?

Your user count, the number of User licenses, the number of integrations and the complexity of your Salesforce instance affect both your need for Salesforce administration, the technical expertise required and the budget you have available to support it. Virtual Salesforce Administration is a good fit for most small and medium sized organizations.

  • You just lost your only Salesforce resource. You know this person did a lot to keep your Salesforce instance in good shape, and you want to keep it that way but you know finding their replacement might take awhile or might be cost prohibitive in today’s market.
  • You have a Salesforce Admin who has additional duties. You want to provide additional support and technical expertise to this person who’s only job isn’t Salesforce administration.
  • You have a technology partner that provides limited support. You don’t just need someone to perform tasks, you need someone to “own” the problem and drive progress, introduce new ideas and take initiative.
  • You have complex technical needs. Your technology stack includes more than just Salesforce and/or it is the heart of your organization’s operations.

Plans and Pricing

Leverage a virtual administrator to maintain a healthy system. All plans billed annually.

How do you get started with Fortafy?

Getting started is easy. Contact us or schedule an appointment to discuss in more detail.

What Clients are Saying About Fortafy:

Runi Limary -- BCRC
As most nonprofits, data is crucial in our day-to-day operations. We signed on with Fortafy at a very crucial time.  Fortafy helped us migrate from Classic to Lightening and helped guide us into uncharted waters when we received a multiyear grant that required a large amount of new data. They took the time to understand the intricacy of our needs. From there, they were able to automate and streamline surveys and several other processes. They help with any troubleshooting and reporting needs. I wholeheartedly recommend Fortafy for nonprofits that rely heavily on data and reporting.
Runi Limary
As most nonprofits, data is crucial in our day-to-day operations. We signed on with Fortafy at a very crucial time.  Fortafy helped us migrate from Classic to Lightening and helped guide us into uncharted waters when we received a multiyear grant that required a large amount of new data. They took the time to understand the intricacy of our needs. From there, they were able to automate and streamline surveys and several other processes. They help with any troubleshooting and reporting needs. I wholeheartedly recommend Fortafy for nonprofits that rely heavily on data and reporting.