Salesforce consulting and managed services in Tulsa.

A backlog owner who can settle priorities, and ideally a power user in each team who handles quick questions and list views. We take configuration, development, release testing, integration monitoring and documentation. Some clients keep a junior admin and use us for depth; others rely on us entirely. Either way the org's knowledge is written down, so it stays with your company rather than leaving with any one person.

Before each upgrade reaches production, we compare the release notes with the features your org actually uses, refresh a sandbox on the preview version, and walk through quoting, case routing, technician scheduling and your key reports there. Anything that behaves differently goes to your owner with a recommendation, and when a fix is needed it is scheduled ahead of the production upgrade date so users never meet the problem first.

Yes. Many Tulsa clients want operations, service and sales figures in one view, which often means Tableau alongside standard Salesforce reports. We maintain the data sources, repair extracts that break after field or object changes, and add new views as requests come in. Keeping dashboard work in the same backlog as org changes matters, because most dashboard failures start with an unannounced change inside Salesforce.