Continuous expert care that keeps your Salesforce org reliable, secure, and mission-ready, so your team can focus on the mission instead of the system.
Many nonprofits rely on a volun-told staffer, an overloaded admin, or nobody at all to look after Salesforce. When that person leaves or takes time off, critical org knowledge goes with them. Tight budgets and talent shortages can make a full-time replacement impractical or risky.
A Success Plan gives you a certified team that knows your org, keeps a record of every change, and works on a weekly schedule and on call. Adoption rises, friction falls, and your organization gets more value from Salesforce.
The building blocks of a Success Plan, each run by certified Salesforce professionals.
Weekly scheduled and on-call admin time from certified consultants with a combined 50+ years serving mission-based organizations. We streamline workflows, clean and govern data, build the right reports, and ship improvements, keeping a record of every change.
Daily change tracking, setup audit log review for suspicious activity, org limit monitoring, and security and code quality checks, backed by version-controlled backups of your configuration.
Each Salesforce release is analyzed against your org, tested in a sandbox, and paired with clear communication and a go-live plan, so new features arrive without disruption.
A dedicated channel to report issues and get timely help, plus live sessions, office hours, custom training, and recordings for onboarding and refreshers.
An automated, recurring export of your essential Salesforce records to a secure location outside Salesforce, with restoration by certified professionals if data is ever lost.
Every change runs a tested pipeline and is verified where it lands. Access rules are written down and checked in every environment, so what was true stays true and your team has answers before the board asks.
Agent Resource Management works like an HR department for your AI workforce: each agent gets a clear role, grounding in your data, quality and safety thresholds, and testing before it goes live.
Every request runs through the Buzzbold Success Hub, built on Experience Cloud, so each case is tracked and reportable from first report to resolution. The Hub is also your team’s knowledge center: searchable how-tos, quick reference guides, process playbooks, and recordings of our training sessions.
Org monitoring runs on GitHub, Salesforce CLI, and sfdx-hardis. Every change is captured in a visual journal with full logging, so when something breaks we can trace the exact date, time, and nature of the change, then reverse it or restore a point-in-time snapshot. Your team gets back to work in minutes, not days.
Salesforce ships new capabilities several times a year. Our program pairs AI agents with certified professionals to review release documentation against your org’s metadata, flag conflicts, and run targeted sandbox tests, keeping you informed along the way. Issues are addressed before the release reaches your users.
Public large language models are released and retired quickly, so a production agent will behave differently once it is moved to a new model. Agents, like team members, need coaching, oversight, and testing to keep performing to spec as things change.
Want the wider picture of how we approach ongoing care? See our managed services →