Salesforce optimization: audit, cleanup and improvement of your existing org
We audit your Salesforce org, hand you a prioritized remediation plan and execute it: technical debt, obsolete automations, dirty data, security and performance. We bring your org back to a healthy state and leave the practices to keep it that way.
Salesforce optimization is a scoped engagement on an org that is already in production.
We start with a full health check —metadata, security, permissions, data quality and performance— which produces an executive report with findings, prioritized risks and a remediation plan with estimated effort. Then we execute the improvements in impact order: we migrate obsolete automations (Workflow Rules and Process Builder) to Flow, clean up the data, tidy profiles and permissions, and resolve the performance bottlenecks.
The code and configuration are 100% yours from day one.
Six operational reasons, zero adjectives
The code is yours from day one
Repos in your name, documented CI/CD and zero vendor lock-in. If you leave tomorrow, you take it all, running.
WhatsApp API with an official provider
We are a Meta Tech Provider: your WhatsApp Business API line with no middlemen, and chatbots wired to your ERP.
Sprint delivery, CMMI 2 processes
A working demo every two weeks and measurable progress. No "it’s 80% done" without something you can click.
AI applied to your operation
LLM agents, RAG over your data and process automation — the same practice we use to run iTech itself.
Real nearshore: Texas + Monterrey
Legal entity in the U.S. (iTech Corp, Texas), contracts under U.S. law, same CST time zone and USMCA.
ERP with CFDI 4.0 invoicing
We implement Odoo with integrated SAT stamping (PAC), client portal and reconciliation — a full operation, not just software.
When you need it
What it includes
Org audit / health check
A complete review with specialized tools (Salesforce Optimizer, Security Health Check and metadata analysis): unused fields and objects, automations, profiles and permissions, data quality, limits and performance.
Prioritized remediation plan
An executive report with the findings, risks ordered by impact and an action plan with estimated effort for each improvement. You decide what to tackle first with data, not blindly.
Migration to Flow
We migrate your Workflow Rules and Process Builder to Flow —the only declarative automation technology with a future-proof path on Salesforce— consolidating duplicate logic and removing orphaned automations.
Data cleanup
Deduplication, normalization and enrichment of records; ownerless accounts, stageless opportunities and empty required fields. Always in sandbox first, with backups and a rollback plan.
Security and permissions
We tidy profiles, permission sets and the sharing model; we close excess access and leave an auditable scheme aligned with Security Health Check recommendations.
Performance
We resolve the bottlenecks that cause limit errors: inefficient SOQL queries, non-bulkified triggers and heavy flows that degrade response times.
Adoption and governance dashboard
Org health and per-user adoption dashboards, plus a governance framework (naming conventions and review cadence) so the org doesn't degrade again.
How we work
1Audit
We scan the org with specialized tools —Salesforce Optimizer, Security Health Check and metadata analysis— and map automations, permissions, data quality and performance.
2Diagnosis
We deliver an executive report with the findings, risks prioritized by impact and a remediation plan with estimated effort for each improvement.
3RemediationDeliverableimprovements deployed with a backup and rollback plan on every change
We execute in impact order: security and permissions first, performance next, migration to Flow and data cleanup last. We validate everything in sandbox before touching production.
4VerificationDeliverablea before/after report with the indicators that moved, with no invented percentages
We re-measure against the health-check baseline —limit errors, response times, duplicates and adoption— to confirm the real effect of each improvement with your team.
5PreventionDeliverabledocumented naming conventions, health dashboards and a review calendar
We leave the governance framework, the health dashboards and a review cadence so the team keeps the org healthy without relying on emergency audits.
Tech stack
The tools and platforms we build it with — chosen for your problem, not for hype.
Frequently asked questions
Can't find your question? Talk to an engineer — no sales script.
Contact us →What exactly does the health check include?
A complete review of the org: unused fields and objects, automations (Workflow Rules, Process Builder, Flow and Apex), profiles and permission sets, the sharing model, data quality, limit usage (governor limits) and performance. We use tools like Salesforce Optimizer and Security Health Check, and the result is an executive report with findings and risks prioritized by impact, not an unreadable technical dump.
How long does an optimization take?
The initial health check is a scoped engagement that usually takes 1 to 3 weeks, depending on the size of the org and the data volume. Remediation is planned afterward, based on the number of findings and their complexity; when we hand you the diagnosis you already know the estimated effort of each improvement so you can decide scope and order.
Do you work on an org you didn't implement?
Yes. Most optimizations are precisely on orgs set up by another vendor or by an internal team that is no longer around. Part of the value of the health check is understanding what's there and documenting it. To get started we only need administrator access (or read-only auditor access for the initial phase) and a point of contact on your side.
Can we lose data during cleanup?
No. All cleanup and every change is tested first in a sandbox, with full backups and a defined rollback plan. We only execute in production after validating the result with your team. We never run a deduplication or a mass change directly on production without that safety net.
How do you measure the ROI of optimizing the org?
We don't promise a fixed improvement percentage because it depends on each org. What we do is measure a baseline during the health check —limit errors, response times, duplicate records, per-user adoption— and re-measure it after remediation with the health dashboards. That way ROI shows up in your own numbers (fewer errors blocking operations, reliable data to report on, and users who actually use the tool), not in a generic statistic.
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