Speaking twice at Dreamforce · Sept 15-17 →

Salesforce MVP Hall of Fame · Certified 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. The first week is in the org, reading what already exists.

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Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks

Starting a Salesforce org

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.

Sequence

Read, cut, hand back.

  1. 01ReadWe use the org the way your team does, then write down what is actually blocking them.
  2. 02CutTurn off what is safe to turn off. Leave a note for the next admin.
  3. 03ReconfigurePut the process back on configuration where it belongs.
  4. 04Hand backA 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.

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.