Common admin requests
These are representative admin-sized requests we're often asked to handle. For the exact boundary and exclusions, see the admin scope.
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Core configuration
- Add or tweak fields, page layouts, and record types
- Create list views and tidy up object usability
- Adjust validation rules and required fields safely
- Refine lead, opportunity, and account processes
Reporting & visibility
- Build reports and dashboards for teams and leadership
- Improve pipeline hygiene and reporting consistency
- Tidy up existing dashboards to match current processes
Support workflows
- Update case routing rules, assignment, and queues
- Create email templates and quick text/macros
- Small UX tweaks for faster case handling
Access & permissions
- Tidy up profiles / permission sets (small scoped changes)
- Permission updates limited to a small number of profiles/perm sets
- Role / sharing tweaks when the change is narrow and testable
Automation (small)
- Tweak approvals / simple automations
- Minor updates to existing Flow automation
- Simple notifications and routing adjustments
Portal & experience
- Improve portal/self-service setup and small UX tweaks
- Minor Experience Cloud configuration updates (where applicable)
Data hygiene support
- Data cleanup guidance + targeted mass updates
- Define dedupe rules for a small, specific dataset
- Sandbox refresh support and release checklists