Case Study
Conduct an audit for recommendations to scale
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
- Responsive, scalable environment