Salesforce MVP Hall of Fame · Salesforce consulting partner since 2010

Your Salesforce org already exists. It is slower than it should be.

We review automation, data quality, licenses, and the custom code that is now in the way. Then we cut, reconfigure, and document so the next release does not break you.

Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

The work

What we do in the org.

You inherited the org. A vendor left. Users keep a spreadsheet next to Salesforce. Pages are slow, licenses renew without a map, and nobody wants to be the person who turns off a flow.

Before and after

An org people work around, and one they work in.

Inherited

After the read

A spreadsheet open beside Salesforce
The spreadsheet column has a field
Process Builder and flows firing on the same save
One automation per rule, each with an owner
Pages that take long enough to give up
The slow queries named and fixed first
Seats renewed without a map
Seats mapped to the work they do
Nobody will switch off a flow
A note for the next admin on every change

Sequence

Read, cut, hand back.

  1. Free

    The assessment

    A short read of the org and a written note. No charge.

  2. Week 1

    Read

    We use the org the way your team does and write down what blocks them. AED/SAR 14,900, credited if you sign the build within 60 days.

  3. After week 1

    Cut

    Switch off what is safe to switch off, with a rollback someone has already run.

  4. Then

    Reconfigure

    Put the process back on configuration.

  5. Hand back

    A quieter org

    And a list of what we will not touch until you ask.

The honest no

When we are the wrong partner.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

Inherited orgs

Orgs people work around.

  • Example

    Sales manager at a Dubai car dealership

    Today: Reps log test drives in a spreadsheet beside Salesforce because the page is slow.

    After: The spreadsheet column gets a field, and the slow queries are named and fixed first.

    Sales Cloud
  • Example

    Service manager at a Riyadh facilities company

    Today: Process Builder and two flows fire on the same case save. Nobody will switch one off.

    After: One automation per rule, each with an owner and a note for the next admin.

    Facilities management
  • Example

    New Salesforce admin at a US nonprofit

    Today: The vendor left and there is no documentation.

    After: A read first, then the cuts, with a note on every change.

    Education and nonprofit
Examples of the work, not case studies. Roles and cities are typical of the desks we see.

Questions

What we actually say.

Is this a health check or a rebuild?
A read first. If the org should be rescued or rebuilt, we say that and send you to failed-project rescue. Optimization is for an org that should stay.
Do you fix licenses and code in the same pass?
When they are the same problem, yes. License waste and technical debt often sit together. See license optimization and technical debt if you already know which one it is.

The brief

Send the situation.

One email. The situation travels with it. The assessment is free: a short read of the org and a written note. If you go ahead, the first build week is a fixed AED/SAR 14,900 (about USD 4,050), credited in full when you sign the build within 60 days.