Salesforce Managed Services

Trifecta can help optimize, manage, and evolve your investment in Salesforce. We offer a Managed Services Program comprised of a team of diverse technical experts specializing across the Salesforce Platform, including commerce. Trifecta will help you succeed with Salesforce, the world’s #1 CRM and powerful Customer 360 platform.

What is Salesforce Managed Services?

Salesforce Managed Services is a comprehensive solution that provides ongoing support and maintenance for Salesforce implementations. This service is designed to help organizations maximize the value of their Salesforce investment by ensuring that the platform is running smoothly and efficiently. 

Managed Services typically include a range of services like system monitoring, performance optimization, user training, customization, and integration with other systems. This allows businesses to focus on their core operations while leaving the technical aspects of Salesforce management to a team of experts. 

By outsourcing the management of your Salesforce platform to a Managed Services provider like Trifecta, you will benefit from access to a team of experienced professionals who are well-versed in Salesforce best practices and can provide timely support and guidance. This can help businesses avoid downtime, improve user adoption, and ensure that their Salesforce implementation is aligned with their business goals. 

Overall, Salesforce Managed Services can help organizations customize a roadmap, streamline their operations, improve productivity, and drive better business outcomes through effective use of the Salesforce platform.


How to Tell if your Company Needs Salesforce Managed Services?

1. Struggling to Pull ROI out of Your Salesforce Platform?
2. Experiencing a Backlog of Salesforce Work That's Overwhelming Internal Teams & Resources?
3. Encountering an Inability to Self-Enable for Day-to-Day Salesforce Admin Tasks and Enhancements?
4. Wrestling with Production Issues Resulting from Poor Salesforce Implementation?
5. Failing to Improve Salesforce User Adoption Through Best Practices?
6. Lacking a Comprehensive Understanding of Salesforce Releases, Roadmap, and Constraints?
7. No Accessible Support for Salesforce and Associated Integrations?
8. Sluggish or Poor DevOps/Change and Release Management Practices?
9. Grappling with Dated Project Management Tools and Methodologies for Efficiencies?
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After Gemline launched their Salesforce B2B site they needed to augment internal staff to assist with maintaining, evolving, and expanding adoption.

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Why Trifecta?  

  • Pioneering Since 1991, Transitioning Seamlessly to Salesforce in 2012

  • Rooted in Custom Solutions, Empowering Clients with Innovative Out-of-the-Box Strategies

  • Featuring Renowned Experts and Salesforce MVP Hall of Famer, Peter Knolle, Neal Hobert, Chris Brown, and More

  • Setting Industry Standards: Co-Authoring Salesforce Certification Exams

  • Influencing the Future: Trifecta’s Key Role in Salesforce Partner Advisory Boards

  • Consistently Recognized: Trifecta Named ‘Top Place to Work’ Multiple Years Running”

  • Longevity and Loyalty: Over 30% of Trifecta’s Team Members Exceed 10-Year Milestones

  • Putting People First: Trifecta’s Commitment to Prioritizing its Greatest Asset

Interior Office Hallway
Man explaining concept to team
Salesforce logo

Salesforce Products We Work With:

  • Salesforce Commerce Cloud (B2B Commerce on Core) 
  • Salesforce Customer 360 Platform  
  • Salesforce Sales Cloud 
  • Salesforce Service Cloud 
  • Salesforce Experience Cloud 
  • And more
Program Details

What’s Included in Trifecta’s Salesforce Managed Services Offerings?

Trifecta’s Managed Services offerings provide you with the support your organization needs to be successful with your Salesforce investment. Our Managed Services program is designed to optimize, manage, and evolve your investment in Salesforce. Achieve your business goals with the help of our expert team. To determine which division of our three-tiered program is appropriate for your organization, explore the details below or contact us! 

Plan #1: CLASSIC

Recommended if you need short-term post-launch support and/or assistance in maintaining and administering your Salesforce instance.


  • Salesforce Best Practice Guidance  
  • Training & How-To, Documentation  
  • Break-Fix  
  • Integration Support 
Plan #2: ELITE

Recommended if your use of the Platform is simply transactional, but you need to augment your Salesforce capabilities or functions to be more strategic. A typical contract term is a minimum of 6 months, a flex team is optional with a lead time of 3 weeks, and 5% – 10% overage hours built into the agreement.  


  • User Administration  
  • Enhancements  
  • AppExchange Install & Configuration  
  • Business Capability Recommendations 
  • Salesforce Environment Management  
  • Version Control and Dev/ops  
  • UX/UI Expert Usability Review  
  • Standard Reports & Dashboard 
  • A-la-carte options available 
Plan #3: PREMIER

Recommended if you need a dedicated team of proactive subject-matter experts to strategize and innovate across a multi-cloud environment and maximize ROI. Our top-tier plan offers the option of a dedicated team structure, a minimum contract term of 6 months, a flex team is optional with a lead time of 3 weeks, and 5% – 10% overage hours built into the agreement.  

In Addition to the Classic & Elite Offerings, Services Include: 

  • UX/UI Accessibility Testing  
  • UX/UI – A/B Testing  
  • Tableau & Einstein Analytics  
  • Data Hygiene & Data Management  
  • Backlog Creation 
  • Salesforce Release Readiness  
  • Release & Change Management  
  • Security Audits  
  • Office Hours  
  • 24/7 Support Available a-la-carte 

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