Salesforce consulting and managed services in Portland, Maine.

Yes. Many Southern Maine organizations run service and marketing in separate clouds that share contacts, consent and segments. We maintain both, watch the connection between them and take requests from either team in one backlog. That avoids a common problem where marketing changes a field that service relies on, or the reverse, because one team reviews every change for its effect across the org.

We prepare ahead of the season. Permission set groups and simplified layouts are built for seasonal roles, user records are loaded in bulk from your HR list, and short role-specific guides are refreshed with anything that changed since last year. When the season ends we deactivate those users and review what they created, so the org does not accumulate dormant accounts or half-finished records.

The first step is access: confirm your organization holds administrator credentials and knows which integrations exist. We then review the org and the open requests, set priorities with the person who will own the backlog and start on urgent items while the review is still under way. Knowledge the departing admin kept informally is reconstructed from the org itself and written down, so you are not exposed the same way again.