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Frequently Asked Questions
Getting Started & How It All Works
How do I get started with your monthly Salesforce and HubSpot services?
Easy! Schedule a consultation call with us. We'll use that time to learn more about your project and specific needs.
What should I expect for on-boarding with DSG?
On-boarding with us is like moving into a new house, but with less dust and fewer lost socks.
Here’s what goes down:
- Introductions—you’ll meet your project manager
- Kickoff call—meet the team, set expectations, and share goals
- Access setup & discovery—you hand us the keys (securely), review the project scope, and complete a “prep-checklist.”
- Quick-win identification—we find the easy wins and fast fixes
- On-boarding and backlog creation—everything you want, everything you need, everything your last admin didn’t get to
- 30-day plan—so you know exactly what to expect
By week four, you’ll wonder how you ever survived without us.
How does DSG keep my Salesforce org healthy and happy?
We run a monthly Release Update & Health Check to ensure your org stays secure, stable, and fast. Salesforce updates can be helpful, or quietly catastrophic. We make sure they behave.
We monitor:
- Breaking changes
- Security vulnerabilities
- Performance slowdowns
- New features you might be missing
And we’re proactive, meaning we’ll fix things before they become problems. Your team keeps working without surprise downtime.
What's Included (and What Isn't)
What’s included in a monthly contract?
Think of it as your all-in-one, “we’ve-got-you” support system:
- Weekly sync meetings
- Bug fixes
- Routine maintenance
- Feature updates (within your plan’s scope)
- Help desk options via portal, email, or weekly meeting
If something big pops up—like a complete new product implementation or a custom-coded masterpiece—we’ll scope it as a separate project so your monthly rate stays predictable.
Are there things that aren’t included in the monthly plan?
A few things live outside the monthly scope, such as:
- Large-scale implementations (CPQ, FSC, Marketing Cloud, etc.)
- Complex custom Apex development
- Major data migrations
- Net-new third-party integrations
- Multi-month strategic overhauls
If one of these shows up, we’ll give you a heads-up and propose a project before lifting a single finger.
What constitutes a “project” versus regular monthly support?
If it’s everyday maintenance, enhancements, support, or config, it’s part of your monthly plan.
If it’s multi-week or requires advanced specialization, it becomes a project—no surprises.
Examples of “project territory”:
- Implementing a whole new Salesforce module
- Migrating tens of thousands of records
- Custom development requiring testing cycles
- Integrating with external systems
We’ll always clarify which bucket your request falls into.
DevOps, Tools, and How We Work Behind the Scenes
What is “DevOps Management,” and why do I need it?
DevOps is what keeps your Salesforce changes safe, fast, and drama-free. We use Copado Essentials Plus to handle deployments, backups, version control, and testing—so updates don’t break your org or your team’s spirit.
Without DevOps:
- Data gets overwritten
- Features break
- Risks multiply
- Your admin spends hours fixing things that should've just worked
With DSG’s DevOps:
- Deployments are safer
- Releases are faster
- Mistakes get caught early
- Your org stays healthy
It’s basically insurance for your Salesforce, except fun.
What software does DSG use to deliver support?
We use:
- Copado + GitHub for DevOps
- Visual Studio Code for development
- Secure cloud storage for backups (when needed)
- Asana for project management
- Figma for process documentation & mockups
Tools we’re proud of—processes we trust.
What constitutes a “project” versus regular monthly support?
If it’s everyday maintenance, enhancements, support, or config, it’s part of your monthly plan.
If it’s multi-week or requires advanced specialization, it becomes a project—no surprises.
Examples of “project territory”:
- Implementing a whole new Salesforce module
- Migrating tens of thousands of records
- Custom development requiring testing cycles
- Integrating with external systems
We’ll always clarify which bucket your request falls into.