Salesforce Data and Analytics
Overview
Helps customers improve data in order to glean insights and make data-driven decisions from their Salesforce application(s).
How to Request Service
Contact your IT Director or Agency IT Portfolio Manager or submit a ticket in the Customer Service Portal below.
Customer Benefits
Data Integrity
Assessment of current data quality and roadmaps to improve data integrity
Visual Insights
Dashboard development to give customers visual insights
Data-driven Decisions
Enhanced analytics to help customers make the most of their data-driven decisions
Service Description
Data improvement strategies to enhance analytics and data integrity
This service includes:
Discovery session to understand the current state of your Salesforce data, including best practices for cleaning data.
Data Hygiene Strategy catered to your data clean up needs.
Reports and Dashboards created based on the key information you need at your fingertips.
Enhanced analytics such as creating new List Views, building new Home Pages, and/or automating report delivery can also be included.
Training users on creating reports and dashboards as well as how to clean and maintain data hygiene.
Related Services
Customers can mix and match Salesforce capabilities to meet business needs - capabilities are not individually priced. See service costs for more information. Salesforce Platform Services are required before any of the other services or platform capabilities can be utilized.
Customer Responsibilities
Designing new Home Pages is only available for Salesforce applications on the Lightning Platform, not for those still using Salesforce Classic.
This Service Offering only supports the clean up and analysis of data stored within Salesforce.
Service Notes
Visit the Salesforce Colorado Program website for more information.
Service Owner
Service Levels
Priority 1 High and/or Service Outage: Goal is to resolve within four hours
Priority 2 Medium: Goal is to resolve within 24 hours, but no more than three business days
Priority 3 Low: Goal is to resolve within five business days, but no more than 10 business days
Service Support
How to Get Help
Call 303.239.HELP
Submit a ticket in the Customer Service Portal
Hours of Support
Monday-Friday, 8 a.m. to 5 p.m, excluding holidays
After hours service support may be required to meet communicated milestone dates or for technical guidance during the post go-live period.
24/7 Major Incident Management
Call 303.239.HELP
Access a live agent via Customer Service Portal Chatbot
Service Costs
View detail on current utilization here: OIT Common Policy Real-time Billing website
Rates for this CRM services include Personal Services for deployment which can come via Common Policy or via vendor services. OIT has a master contract with Salesforce for platform licensing at a significant price reduction.
Personal Services are individual resource hours charged via common policy for consultation, implementation, and education services. These services are charged back at the rate shown at the top of the page. A service engagement will utilize a mix of 2906-1 (Enterprise Salesforce Services (ESS) Technical Architect/Application Designer), and 2906-2 (Enterprise Salesforce Services (ESS) Developer/Administrator) to provide the desired customer outcome.
Platform Services are required and estimated at $18,048 per org per year.