Salesforce Optimization
Org audit, data cleanup, Apex and SOQL optimization, security remediation and governance framework. We restore your Salesforce to peak performance and establish practices to keep it that way, with ARIA assistance.
Powered by ARIA — intelligent audit and AI-assisted remediation
Problems we solve
The most common symptoms of an org that needs urgent optimization.
Org degraded by technical debt
After years of use, the org accumulates obsolete fields, orphaned automations, duplicate profiles and undocumented metadata that degrade performance and increase operational risk.
Recurring governor limits
Inefficient SOQL queries, non-bulkified triggers and heavy flows generate limit errors that block critical business operations and frustrate users.
Data without quality or governance
Duplicate records, empty required fields, ownerless accounts and stageless opportunities. Reports that don't reflect pipeline reality and erode executive trust.
Unacceptable load times
Pages that take 8+ seconds to load, Lightning pages with too many components, reports that exceed timeout and dashboards that don't refresh correctly.
Fragile security model
Profiles with excessive permissions, unreviewed sharing rules, inconsistent field-level security and disabled audit trail. Risk of sensitive data exposure.
Conflicting legacy automations
Workflow rules, process builders and triggers that overlap, create loops, send duplicate notifications and make system behavior unpredictable.
Optimization capabilities
Complete performance, security, data and governance coverage for your org.
Complete org audit
Exhaustive metadata, security, limits, performance and data quality scan with specialized tools and manual analysis by certified experts.
Apex and trigger optimization
Apex code refactoring for bulkification, SOQL query reduction, recursive logic elimination and test coverage improvement to 85%+.
SOQL and data optimization
Selective queries with indexed filters, query-in-loop elimination, caching pattern implementation and efficient data architecture.
Automation migration to Flow
Legacy workflow rules and process builder conversion to Flow Builder with governance, testing and complete documentation per automation.
Security remediation
Profile, permission set, sharing rule, field-level security review and optimization plus Shield configuration for sensitive data.
Data cleanup and deduplication
Duplicate identification and merge, field normalization, record enrichment and permanent matching rule establishment.
Complete governance framework
Naming conventions, release management, environment strategy, code review standards and architecture documentation for sustainable maintenance.
Org health dashboards
Continuous monitoring of API limits, storage, CPU time, SOQL queries and automations with proactive alerts before reaching critical thresholds.
Lightning page refactoring
Page layout optimization, unnecessary component reduction, dynamic forms implementation and load time improvement on critical pages.
Complete technical documentation
Metadata map, automation diagram, data dictionary, security model and operations runbook for the internal team.
ARIA accelerates your org optimization
ARIA, our operational AI, scans your org metadata to identify technical debt, performance issues and security vulnerabilities. It generates prioritized reports with actionable recommendations and refactored code ready for deploy, reducing audit time by 40%.
Audit Agent
ARIA automatically scans org metadata, identifies unused fields, orphaned automations and risk configurations with impact-based prioritization.
Performance Agent
Analyzes SOQL queries, CPU time consumption and load times to generate optimization recommendations with refactored code ready for deploy.
Security Agent
Reviews profiles, permission sets, sharing rules and field-level security to detect risk configurations and generate prioritized remediation plan.
Data Agent
Identifies duplicate records, data inconsistencies and unvalidated fields. Generates matching rules and automated cleanup plans.
Optimization methodology
Six structured phases that guarantee measurable improvements without disrupting operations.
Discovery
Sessions with stakeholders to understand symptoms, define priorities and obtain org access for the initial scan with automated tools.
Deep audit
Complete scan with Salesforce Optimizer, Security Health Check, metadata analysis and manual review of Apex, SOQL, triggers, flows and data model.
Executive diagnosis
Report with findings prioritized by risk and impact, remediation plan with estimated effort per item and phased execution roadmap.
Impact-based remediation
We execute improvements in order: critical security first, performance second, data cleanup third, automations fourth. All in sandbox before production.
Validation and deploy
Exhaustive sandbox testing, validation with key users, documented rollback plan and controlled production deployment with real-time monitoring.
Continuous governance
We establish governance framework, quarterly review cadence, org health dashboards and knowledge transfer to internal team.
Technology ecosystem
Specialized tools we use to diagnose and optimize your org.
| Category | Technologies |
|---|---|
| Audit | Salesforce Optimizer, Security Health Check, Field Trip, Metadata API, Org Health Scanner |
| Performance | Debug Logs, Query Plan, Apex PMD, Lightning Inspector, Event Monitoring |
| Data | Data Loader, DemandTools, Duplicate Management, Data.com, Cloudingo |
| Security | Shield Platform Encryption, Event Monitoring, Field Audit Trail, Login Forensics |
| Automation | Flow Builder, Apex, SOQL, Process Builder Migration Tool, Change Sets |
| DevOps | Salesforce DX, VS Code, SFDX CLI, Copado, Gearset, GitHub Actions |
Success stories
Measurable results in real Salesforce org optimizations.
Grupo Industrial Saltillo — Enterprise org optimization
Org with 8 years of use, 450+ custom fields, 35 conflicting triggers and page load times exceeding 10 seconds. Governor limits blocked daily operations.
Banregio — Security and data remediation
Security model with excessive permissions, 18,000 duplicate records and sharing rules unreviewed for 3 years. Regulatory audit demanded immediate remediation.
FEMSA Logistics — Performance and automation
200+ users with reports exceeding timeout, legacy flows generating loops and non-bulkified Apex consuming 90% of CPU time in critical transactions.
Why iTechDev
What sets us apart from other optimization providers.
| Aspect | iTechDev | Other providers |
|---|---|---|
| Optimization approach | Comprehensive audit + impact-prioritized remediation | Point fixes without complete diagnosis |
| Analysis tools | Automated + manual expert review | Only basic automated tools |
| Post-optimization governance | Complete framework with quarterly cadence | No continuous maintenance plan |
| Documentation | Metadata map, ERD, runbook and data dictionary | Minimal or non-existent documentation |
| Testing | Complete sandbox + rollback plan + user validation | Direct changes in production |
| Knowledge transfer | Internal team training with materials | No transfer, creating dependency |
Included deliverables
Everything you receive as part of an iTechDev optimization.
Industries we serve
Org optimization experience across multiple sectors with industry best practices.
Frequently asked questions
Answers to the most common questions about Salesforce optimization.
How often should we optimize our org?
We recommend a complete audit every 6 months and minor quarterly reviews. Orgs with 50+ users, high data volume or multiple integrations require more frequent attention to prevent degradation.
Can we lose data during cleanup?
No. All cleanup is done first in sandbox with complete backups and documented rollback plan. We only execute in production after validation with your team and formal approval.
How long does a complete optimization take?
An initial audit takes 1-2 weeks. Remediation depends on findings volume: typical projects run 4 to 12 weeks, prioritizing business impact in each sprint.
Do you work with multi-country, multi-currency orgs?
Yes. We have experience with orgs operating in multiple countries, multi-currency, multi-language and complex security models with territories and business units.
What if our internal team can't maintain the improvements?
We include knowledge transfer and training. Additionally, we offer continuous support plans with quarterly cadence to ensure the org stays optimized long-term.
Can you optimize an org without disrupting operations?
Yes. Everything is worked on in sandbox first. Production deploys are scheduled during low-usage windows with rollback plans. Impact on daily operations is minimal or zero.
Recover your Salesforce performance
Schedule a free audit with our certified team. We scan your org, identify quick wins and design an optimization roadmap tailored to you.