Salesforce health check: from issues to a clear roadmap
By running a Salesforce health check, ConceiveAbilities gained a secure and reliable CRM, reduced duplicate records, improved performance, and ensured a smooth path for future upgrades.
Client & product
ConceiveAbilities 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 ConceiveAbilities a clear, data-driven foundation for their Salesforce roadmap.
Our solutions
We conducted a Salesforce health check covering security, performance, automations, and data quality.
Key activities included:
Reviewed Visualforce usage and estimated effort for Lightning migration. Audited existing Process Builder Salesforce flows and mapped out the migration path to Salesforce Flow.
Identified duplicate leads, accounts, and contacts, and provided strategies for managing repeat applications more effectively.
Highlighted risks in existing Apex code and proposed improvements to strengthen security and optimize performance as part of our Salesforce security health check.
Flagged data skew and bottlenecks that affected lead management and system responsiveness.
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