Salesforce Technical Tune-up

It starts with an in-depth analysis of your organization’s business processes, workflow, Salesforce goals and team adoption.


  • Review of business processes and Salesforce implementation.
  • Review of data requirements, data models, and classes.
  • Review of security requirements, level of access, and permissions.


  • Analysis and review of Salesforce application design and architecture.
  • Analysis and review of the application’s screens, including inputs and outputs.
  • Conduct review of custom code for adherence to Salesforce standards.
  • Review third party applications, connectivity and permissions.
  • Match user licenses to application functionality and business needs.
  • Conduct Security Check and review results.
  • Review peak usage situations, including high demand periods and scalability issues.


  • Application Optimization Plan with suggested object, code, screen and process improvements.
  • Application Security Optimization Checklist with review of data access, changes to sharing and permissions.
  • Application Licensing Plan with review of levels of licensing, changes to licensing, and savings benefits.

Our Process is Simple & Consistent:

Salesforce is considered by many to be the leading CRM system available. This complex piece of software is able to streamline your business.

  • We get to know you, your business challenges, and your goals.
  • We identify opportunities for improvement.
  • We help you craft your requirements.
  • We provide detailed, honest estimates we can stand by.
  • We get to work — balancing efficiency, quality and your timelines.
  • We partner with you to keep you informed and engaged.
  • We deliver your solution on time and on budget.
  • We are here for you beyond “go live.”



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