Salesforce Optimization
Health check, performance tuning and adoption improvement. If your Salesforce isn't performing as expected, we diagnose and fix it.
The problem
Low adoption
The team doesn't use Salesforce. They see it as a burden, not a tool. Data is incomplete and reports don't reflect reality.
Slow performance
Pages taking 5+ seconds, reports that don't load, automations failing due to governor limits. Frustration grows.
Accumulated technical debt
Years of customizations without standards. Obsolete fields, duplicate flows, undocumented code. Every change is a risk.
Our solution
- Comprehensive health check: configuration, code, data and security
- Performance tuning of pages, reports and automations
- Data cleanup: deduplication, normalization and enrichment
- UX simplification to improve adoption
- Apex code refactoring and governor limits optimization
- Technical documentation and governance plan
Methodology
Health Check
Complete org audit: performance, security, code, data and configuration.
Action plan
We prioritize findings by impact and effort. Quick wins first, structural improvements after.
Execution
We implement improvements in sprints, validating each change with automated testing.
Governance
We establish standards, documentation and processes to prevent future deterioration.
Tech stack
Reference case
For CAINTRA, we optimized a Salesforce org with 3 years of technical debt, improving load times by 60%, eliminating 200+ obsolete fields and increasing team adoption from 45% to 85% in 8 weeks.
Frequently asked questions
How do I know if my Salesforce needs optimization?
Clear signals: low adoption (<70%), slow pages, reports that don't load, users who prefer Excel, automations that fail frequently.
Can I optimize without disrupting operations?
Yes. We work in sandboxes, validate each change and do incremental deployment. Users don't experience disruption.
How long does a health check take?
1-2 weeks for the complete diagnostic. Improvements are implemented in 2-week sprints, prioritizing quick wins.
Do you offer ongoing optimization?
Yes. We have monthly maintenance plans that include proactive monitoring, adjustments and continuous improvements to keep your org in shape.
Rescue the potential of your Salesforce
Schedule a free health check and let's discover what's holding back your Salesforce.