Salesforce overhaul with a focus on scalability, efficiency and strategic growth
Engagement type
Audits
Product
Sales Cloud Experience Cloud
Industry
Professional Services
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
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
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
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
Challenges
Solutions
Impact