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Case Study

Belay: Salesforce Audit

Case Study

Conduct an audit for recommendations to scale

Salesforce overhaul with a focus on scalability, efficiency and strategic growth

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engagement type

Audits
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product

Sales Cloud Experience Cloud
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industry

Professional Services
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Belay is a virtual staffing solutions company that pairs job seekers with hiring companies.

Overview
    • Key Challenges: Growth stalled by Salesforce, requiring improvements
    • Key Solutions: Audited to uncover problem areas and suggested improvements
    • Key Results: Roadmap implemented, Salesforce now responsive and scalable
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challenges
    • Organization was growing but Salesforce wasn’t scaling well
    • Troubleshooting was time consuming
    • Enhancements were complicated or not possible, requiring modifications to their data model
    • Management needed help to evaluate issues, prioritize recommendations and chart a path forward
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Solutions
    • CUBE84 was hired to conduct an audit 
    • Deep discovery found suboptimal setup of automations, ineffective use of process builders, and problematic use of update actions, necessitating review of code and data structure
    • Education about the limitations of process builders was shared
    • Recommendations were made for optimal implementation of workflow rules & triggers, deploying optimized process builder, streamlining field updates, and improving testing & deployment practices
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Impact
    • Recommended roadmap was approved and CUBE84 was hired to implement
    • Streamlined processes: Combine multiple processes to simple triggers and flows, to boost efficiency and reduce complexity
    • Custom settings: implemented to easily change key variables in the logic and point to a user dynamically
    • Regression testing: verifying automation changes in Sandbox, then UAT and then to Production, after strenuous review
    • Responsive, scalable environment

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