Salesforce health check: from issues to a clear roadmap
By running a Salesforce health check, our client gained a secure and reliable CRM, reduced duplicate records, improved performance, and ensured a smooth path for future upgrades.
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Client & product
Our client is a U.S.-based surrogacy and egg donation agency helping intended parents grow their families. With over two decades of experience, the company runs one of the nation’s most trusted matching programs, working closely with both donors and families through a highly personalized process.
Their operations involve managing large volumes of sensitive data and working with two main lead types: potential donors (egg or gestational) and clients seeking reproductive services. Each interaction must be handled with care, confidentiality, and accuracy.
Business challenge
The client’s Salesforce org had grown complex over time. They were still on a Visualforce UI while preparing to migrate to Lightning, but lacked clarity on the effort required. At the same time, they faced several issues:
- Heavy reliance on soon-to-be-retired Process Builder Salesforce flows;
- Duplicate records caused by repeated donor and client applications;
- Inefficient Salesforce Apex code creating security and performance risks;
- Data skew and bottlenecks in lead intake and evaluation processes;
- Limited visibility into the overall health of their Salesforce org.
They needed a thorough health check to uncover risks, assess migration complexity, and create a clear plan for modernization.
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Results achieved
- Detailed roadmap for migrating from Visualforce to Lightning and Process Builder to Flow.
- Clear understanding of technical debt and the effort required for modernization.
- Identification of duplicate management issues and proposed solutions.
- Improved visibility into security gaps and inefficient code practices.
- Actionable recommendations for better system stability and performance.
Business impact
The Salesforce health check services gave our client a clear, data-driven foundation for their Salesforce roadmap.
Building a stronger technical foundation
Our assessment outlined exactly what was needed to transition from Visualforce to Lightning and from Process Builder to Flow. This helped the team allocate resources, plan timelines, and prepare for modernization with confidence.
Improving security and performance
During the review, we identified vulnerabilities in Apex code and weak points in access control. Addressing these issues reduced potential security risks and improved system reliability. At the same time, recommendations on optimizing inefficient queries and fixing data skew resulted in faster system performance and smoother daily operations.
Cleaning and modernizing the data environment
Duplicate records were minimized using practical strategies for managing repeated donor and client applications, which led to more accurate reporting. We also flagged outdated technologies, giving the team a clear upgrade plan to prevent future downtime and ensure their Salesforce environment stays current and stable.
Testimonial
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Our solutions
We conducted a Salesforce health check covering security, performance, automations, and data quality.
Key activities included:
Migration readiness assessment
Reviewed Visualforce usage and estimated effort for Lightning migration. Audited existing Process Builder Salesforce flows and mapped out the migration path to Salesforce Flow.
Data quality analysis
Identified duplicate leads, accounts, and contacts, and provided strategies for managing repeat applications more effectively.
Security and code audit
Highlighted risks in existing Apex code and proposed improvements to strengthen security and optimize performance as part of our Salesforce security health check.
System health insights
Flagged data skew and bottlenecks that affected lead management and system responsiveness.
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FAQ
What are the benefits of cooperating with a Salesforce implementation and development partner?
When you hire Salesforce implementation services consultant, you access specialized expertise and relevant background. As a result, you get solutions customized to your requirements and hassle-free implementation with minimum to no risk.
How long does a typical Salesforce implementation take?
The time required for Salesforce tech implementation services depends on various factors, with data volume, Salesforce products implemented, and customization level being just a few of them. Simple projects typically take several weeks, while complex Salesforce mobile app development consulting services may need several months for implementation.
How much do Salesforce app development services cost?
There’s no set answer to this question, as the price depends on the project’s complexity and unique goals. Basic setups may cost around $10K, while solutions with complex integrations and customization may start at $200K. To get a precise estimate of Salesforce product development services, reach out to our experts at Noltic.
What factors influence the cost of Salesforce development?
The cost of Salesforce application development services depends on several factors: the number of users, the specific Salesforce Clouds used, the level of customization, data migration complexity, and the need for third-party integrations. Dev company’s location and team size influence the final price as well.
What happens after the Salesforce implementation is complete?
After successful deployment, Noltic, as your Salesforce implementation services remote provider, assists you with user training and system optimization. We keep improving your CRM for as long as you need it.
Das Team von Noltic ist immer offen für Vorschläge und Wünsche.
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Partnerschaft und Presse
moc.citlon@gnitekramStandorte
354 Stryiska Street, Lemberg, Ukraine
8 Muchoborska Street, Breslau, Polen
5 Narva mnt, Tallinn, Estland
8 Muchoborska Street, Breslau, Polen
5 Narva mnt, Tallinn, Estland
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