Salesforce CRM Development and Consulting Services

The vendor required to provide salesforce CRM development and consulting services for include:
1. System cleanup: 
•    Assist staff with identifying and removing unnecessary or unused data, elements, objects, features or fields. 
2. Account architecture: 
•    Currently, we rely on account record type to identify the sector in which each client operates and identify which staff provides assistance to that client.
•    Some clients actually fit into multiple sectors requiring two accounts per client in those instances. 
•    We would like to redesign how client accounts are categorized with the goal of having only one account per client location. 
•    We will also need to understand how reports and other features might be affected as a result of potentially not using record type. 
•    One example of a feature that could be affected are the paths set up to guide staff and users through a set of regulatory compliance processes for different groups of accounts (account record types). 
3. Resource distribution and inventory tracking: 
•    Currently we use a resources object to log resources distributed to clients. 
•    We Use a custom visual force page layout for easy data entry. 
•    We would like to eliminate the visual force page and update how resources are tracked. 
•    We want to incorporate an inventory tracking feature. 
4. Review and update other objects: 
•    We use objects to identify account contacts, relationships between accounts, collection equipment and service levels. 
•    These need to be reviewed and, if needed, reconfigured to better serve our needs. 
5. Other tasks: 
•    Provide training to staff and assist with other tasks as determined by the county and the contractor such as reviewing and helping to optimize the salesforce maps environment for field staff or assisting with the development of reports and dashboards.
6. Environment management processes
•    Document changes to software environment, assets and configurations
•    Assist with developing processes to monitor and analyze performance.  

- Contract Period/Term: 2 years
- Questions/Inquires Deadline: February 11, 2026