Over the years, your Salesforce piles up forgotten automations, fields that no longer serve a purpose, and shortcuts that end up costing you: slowdowns, errors and avoidable risks. We untangle it all methodically, without breaking anything, to give you back a platform that's lean, reliable and ready for what's next.
Technical debt, in plain terms
Every quick fix, every automation added “just to get by,” leaves a mark on your Salesforce. Taken one at a time, these decisions are perfectly reasonable. But over time they stack up: your platform gets slower, more fragile and harder to evolve.
A step-by-step approach that starts from the real state of your org and moves forward by priority wins: we deliver the high-impact fixes first, then tackle the more complex work. Every change is tested before it's applied, without ever blocking your teams.
The exact scope is set with you right from the audit: you decide what we fix and in what order.
We analyze your automations, fields, reports, and access rights, while assessing risks and identifying technical bottlenecks.
We rank solutions by effort and impact, then define the scope and roadmap together.
We move inherited automations over to Flow and de-duplicate them with parity tests.
We remove what's unnecessary, after checking dependencies, and optimize views, reports, large data volumes and existing Flows.
We review and streamline profiles, permission sets and roles, and remove excessive or redundant access.
We document the final state, log the changes, and train your team for what's next.
COMMON SCENARIOS
If any of these situations matches your day-to-day, your Salesforce is probably carrying debt that's slowing you down.
“An automation stopped working, and no one knows which one, or why.”
We map your automations, consolidate them in Flow and document the logic. No more black boxes.
“We're afraid to delete a field: we no longer know what depends on it.”
We check every dependency (reports, pages, automations) before cleaning anything up. Nothing disappears blindly.
“Our views, reports and pages have gotten slow.”
We optimize list views, reports and Flows, and tackle large data volumes (indexing, skinny tables, ownership skew).
“We've built up profiles and access we no longer have a handle on.”
We review profiles, permission sets and roles, flag excessive or missing access, and give you a model that's simpler to maintain.
In an first no-obligation meeting, we can quickly pinpoint where your technical debt is hiding. We hand you an honest picture and concrete priorities. What comes next is up to you.