Salesforce Administration

Salesforce is one of the most powerful CRM platforms available — and one of the most expensive to get wrong. Out of the box, it doesn't match anyone's business. Without proper configuration, it becomes an expensive contacts database that sales reps avoid and managers can't trust for reporting.

Delaware Digital configures Salesforce to match how your business actually runs: your lead stages, your sales process, your internal handoffs. We build the automations that eliminate manual data entry, the reports your team will actually look at, and the integrations that keep your website, marketing tools, and CRM in sync.

What we administer and configure

• Custom objects and fields — Salesforce's default data model rarely matches what a Delaware professional services firm or regional contractor actually tracks. We build the custom objects, fields, and page layouts that reflect your pipeline and client lifecycle.
• Workflow and process automation — automated lead assignment, follow-up task creation, status change notifications, and approval flows. Less manual work for your team; fewer leads that fall through the cracks.
• Reports and dashboards — built around the numbers your leadership team reviews in Monday morning meetings: pipeline by stage, revenue by rep, lead source performance, close rate by market. Not Salesforce defaults.
• User management and permissions — the right people have access to the right records. Reps see their accounts; managers see the full pipeline; finance sees what finance needs.
• Ongoing administration — as your business changes, your Salesforce org needs to change with it. We serve as your on-demand or retainer admin for new user setup, field additions, report requests, and configuration changes.

Salesforce data migration

If you're moving from another CRM — GoldMine, Sage ACT, Sugar CRM, ZohoCRM, NetSuite, or a custom database — we handle the full migration safely and without data loss.

Our migration process:

1. Field mapping — every field in your legacy system mapped to its Salesforce equivalent. Custom fields created where no standard match exists.
2. Data cleaning — duplicates removed, field formats standardized, incomplete records flagged before migration begins.
3. Sandbox test migration — we migrate to a sandbox org first and validate every record before touching production.
4. Production cutover — final migration scheduled for minimal disruption. Legacy system stays accessible during the transition window.
5. Validation — record counts verified, relationships confirmed, and a sample set reviewed by your team before sign-off.

Web-to-lead and marketing integration

Every contact form on your website should feed leads directly into Salesforce — not into someone's email inbox. We configure web-to-lead or custom API integrations so submissions create lead records automatically, trigger assignment rules, and notify the right rep in real time.

We also connect Salesforce to marketing platforms: Mailchimp, HubSpot, Mautic, and others. When a prospect opens an email, clicks a link, or fills out a form, that activity appears in Salesforce alongside your sales data. Marketing and sales finally see the same picture.

Common questions

Do you work with Salesforce Sales Cloud, Service Cloud, or both?
Primarily Sales Cloud for our typical client — regional businesses focused on lead management, pipeline tracking, and sales process. We also work in Service Cloud configurations where clients manage post-sale support workflows.

Can you serve as our part-time Salesforce admin?
Yes. Many clients don't have enough Salesforce work to justify a full-time admin but need regular support. We offer retainer-based administration — a set number of hours per month for configuration requests, report builds, user support, and maintenance. You submit a request; we handle it, typically within one to two business days.

How do you handle Salesforce security and data access?
We review your profiles, permission sets, and sharing rules to ensure data is accessible to the right people and protected from the wrong ones. We do not use your data for any purpose outside the scope of the engagement, and all access is logged and auditable.