Salesforce Administration Team

The Salesforce Administration Team at Foundations Investment Advisors is responsible for managing and optimizing the company's Salesforce platform to support the needs of financial advisors and portfolio managers. This includes configuring Salesforce to align with business processes, managing user access and permissions, creating reports and dashboards, and providing ongoing support and training to ensure efficient and effective use of the system. The team plays a crucial role in enhancing the overall client experience by ensuring the CRM system functions seamlessly and data is accurately maintained.