ColabContentOne working system
The admin queue, worked one request at a time.
Our CRM needs a full time admin. Every small change sits in a queue.
CRM admin desk
A request written in plain words becomes a proposed change to a sample CRM, shown line by line, tested on a copy and held for one named person to approve, with every applied change logged and able to be undone.
What it does
From a request to a logged change, in four steps.
The change is written out before anything moves
A request for a renewal date field and a report becomes three plain lines: the field, the records that get a value, and the report. Beside them the desk lists what each object holds today and what it will hold afterwards.
A copy takes the change first
The whole sample database is copied and the change is applied there. Checks confirm that existing records are untouched and that the new report returns rows, and only then is the change held for the person who approves.
The log can put things back
Every applied change is listed with who asked and who approved. Undo on a routing rule returns the leads it moved and removes the rule, and the log says so.
A weekly sweep looks for rot
The sweep reads contacts, deals and automations and lists duplicate contacts, open deals gone quiet, and an alert that still notifies someone whose account was closed. Each fix becomes a request like any other.
Ownership
You own it. All of it.
An admin's knowledge usually lives in one person's head and one login. Here every change, its test and its approval are written down in a log you hold, so the history of your CRM stays with the company when people move on.
Hire or own
What the hire costs, and what this costs
Count the requests in your own queue that are a field, a report, a user or a routing rule. A desk like this one, built against your CRM at a fixed fee, can take that share, and the administrator you hire spends the week on the design work the post really asks for.
What this role is paid, and what that comes to with benefits, is on the Salesforce administrator salary page.
When the hire is the right call
Hire the administrator when your Salesforce org is large, heavily customized or changing every sprint. Flows, integrations, permission design and release management need someone who knows the platform deeply and is there every day.
Read this first
What you are looking at, said plainly
Demonstration system, sample data
This desk runs on a sample sales CRM that lives inside the demonstration, with an invented software company and invented deals. No real CRM product is imitated or connected, and the reading of a request is written rules that cover four kinds of change; anything else goes to a person.
What it costs
Three public prices. Nothing per user.
Jim Glaser Law takes reference calls.Ask in your note and we set it up.
One step
Send me a version customized for my company
Questions buyers ask
Before you ask for your version
Does this work inside Salesforce?
Not today. The demonstration runs on a sample CRM of our own so that nothing real can be touched. A version for you would be built against your Salesforce org, and that work is scoped after we see what your queue holds.
Does it do a Salesforce administrator's whole job?
No. It handles routine change requests and a data health sweep, which is a core part of the job. Flows, integrations, security design and training are not in it.
What happens to a request it cannot read?
It is marked as needing a person and nothing is proposed. Requests to delete, export or change prices or passwords are never handled by the desk.
Who approves a change?
One named person. Nothing is applied until that person presses approve, and a change that fails its test on the copy is never offered for approval.
What would our customized version look like?
Your objects, your field names and the kinds of request your team sends, on sample records shaped like yours. No access to your org is needed to make it.