Salesforce System Enhancement and Optimization Services
Overview
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SUMMARY
DESCRIPTION
The vendor will provide Salesforce system enhancement and optimization services. Work includes assessing existing automation, including Flows, Process Builder, Workflow Rules, and Apex, to identify gaps, redundancies, and deprecated tooling. The vendor will build notification, reminder, and follow-up automations; consolidate legacy automation into a scalable, flow-based architecture; and configure custom Lightning apps, objects, record types, page layouts, and tabs for departmental workflows.
The engagement will also include configuring permission sets, profiles, and role-based access controls so users can access the data and tools relevant to their responsibilities. The vendor will clean, deduplicate, standardize, and validate contact data and establish data standards and lightweight governance processes for ongoing data integrity.
The vendor will build the required dashboards and supporting reports, report types, and custom report types. Dashboard configurations will include role-based visibility, dynamic dashboards where appropriate, filters, drill-down paths, refresh schedules, subscriptions, and automated distribution to defined audiences. Dashboards must render correctly in both desktop and mobile Salesforce environments.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 2, 2026.
- Who is a good fit for this opportunity?
- Salesforce consulting and implementation firm
- Expertise in Flow, Apex, Lightning configuration, and automation modernization
- Experience with Salesforce data cleansing, deduplication, and governance
- Proven ability to design role-based dashboards, reports, and analytics
- Salesforce-certified professionals with enterprise CRM project experience
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.