Attain Plus

Attain Plus is a support and maintenance program that allows you to evolve and maximize the benefits of your Salesforce solution without carrying a full-time staff person. Our service plans provide you access to a complete and dedicated team of experts with more than 125 certifications.

You will benefit from and have access to:

Single point of contact

A dedicated Project Manager will serve as your primary point of contact and meet with you regularly to plan and execute your organization’s support needs.

Skilled Team of Experts

You’ll have access to a team of administrators, developers, and consultants to answer your questions and support your system.

Live learning

Join one of our live training sessions or schedule a custom one with one of our experts to deepen your knowledge of the platform.

Key Reporting

Receive regular reports with key metrics relating to your Salesforce solution, including user adoption, login usage, data storage, and program-specific metrics. We’ll then recommend strategies for improving your effectiveness.

Knowledge Library Access

Our Premium plan provides you access to our library of past trainings, quick reference guides, and more!

Data quality Assessment

With our premium plan we’ll evaluate your current use of Salesforce, checking for completeness and duplication. You’ll get a data quality score with recommendations for improving your data health.

Together, we will determine the appropriate level of support needed to help your team and address your backlog. Each month you will work with a dedicated team of Attain Partners full-time employees (no outsourcing!). You will have a predetermined set of hours that can be used towards:

User
Administration
  • User Adds/Removals
  • Password Resets
  • Profile Management
  • Permission Sets
Platform
Management
  • Data Management
  • Error Resolution
  • User Questions
  • New User Training
  • Release Management
System
Enhancements
  • Object & Field Creation
  • Reports & Dashboards
  • Automations
  • Development Tasks
  • 3rd Party Application
  • Evaluation

Your Managed Services Team

As an Attain Plus client, you’ll have access to the following roles and resources to address a variety of needs. Our standard services include the following roles:

Role

Sample Services & Solutions Provided

Salesforce
Administrator
Customer-focused
Reactive
USER ADMINISTRATION:

Create and manage Salesforce users. Reset passwords. Apply permission sets.

ANALYTICS:

Create and update Salesforce reports and dashboards.

USER TRAINING:

Troubleshoot customer issues. Answer customer questions.

SALESFORCE CONFIGURATION:

Create and update Salesforce objects. Create custom fields. Update page layouts and list views.

Salesforce
Developer
Customer-focused
Reactive
APEX DEVELOPMENT:

Create and update Apex Classes & Triggers.

LIGHTNING DEVELOPMENT:

Create and update custom lightning components for the app builder or Communities.

ADVANCED AUTOMATION:

Create, update, and troubleshoot complex process builders or flows.

INTEGRATION & CONVERSION SUPPORT:

Create and update Salesforce objects. Create custom fields. Update page layouts and list views.

Technologies We Support

Our Managed Services team is fully equipped to support (but not limited to) the following technologies:

RoleYour Managed Service team
Salesforce
Administrator
  • Nonprofit Cloud
  • Nonprofit Success Pack (NPSP)
  • Education Cloud (EDA)
  • Work.com
  • Student Success Hub
  • Tableau
  • Einstein
  • Service Cloud
  • Volunteers for Salesforce
  • Community Cloud & Lightning Components
  • Accounting Subledger
  • Program Management Module
  • Case Manager
  • Marketing Cloud
  • Pardot
  • MuleSoft
  • Insights and Elevate
  • Inbox
  • Platform Application Development
  • Certified Systems and Platform
  • Architect
Forms, Documents
& Merge
  • FormAssembly
  • Formstack
  • Conga
  • Apsona
  • DocuSign
Event
Management
  • Linvio
  • Cvent
  • Blackthorn
Online
Giving
  • Click and Pledge
  • Classy
  • Springboard
Integration,
ETL and Data
Management Tools
  • Informatica
  • DemandTools
  • Talend
  • Boomi
  • Workato
  • UIPath

How Managed
Services Works

Availability

The Attain Plus team is available to support your needs Monday-Friday 9:00am – 5:00pm ET. Our average response time is less than two hours.

Support Request Management

  • Resources at your organization will be named.
  • Managed Service Consultant triages issues and provides a resolution path. Issues are triaged for complexity, functional, and technology areas.
  • Issues are t-shirt sized and assigned to the appropriate resource.
  • Based on complexity and severity, immediate escalation may be required.
  • All communication is handled by the Managed Service Consultant and provided as needed depending on the level of severity of the issue.

Get Started

You’re making the world a better place and we want to help. Discover how Attain Plus can support your mission and streamline your operations. Contact our team to get started.

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