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Get the most value from your Salesforce Investment

Dushyant Pandya • August 11, 2020

Over the years, enterprises leveraging platforms like Salesforce have either been underused or pushed to their maximum limits. They have been spending significant amount on Salesforce platform, and many times fail to get the ROI from the investment. The huge spends are primarily for licensing, releasing new features, maintenance, fixes, and troubleshooting. Additionally, enterprises might morph the Salesforce environment, add new applications, automate processes with written custom code, integrate enterprise applications, or create new workflows. 

All these changes over a period, results in Salesforce org to accumulate technical debt with respect to performance, complex customizations, under-utilized out-of-the-box functionalities, code and data quality, and point-to-point integrations making it difficult to manage and scale Salesforce. In fact, the technical debt increases with time and makes the life of an admin and developer extremely difficult with areas that consume lot of time to maintain such as: 

  • Security and governance: Duplicate profiles and permission sets consume admin’s time to on-board users
  • Process enhancements: Broken manual processes or poor data quality across sales or service cloud leads to poor user adoption
  • Reports and dashboard: Unused reports and dashboards makes it difficult to maintain
  • Governor limits: Poor code quality leads to run time errors
  • Code and object complexity: Complexity in code increases as multiple vendors perform implementations by writing new code instead of fixing existing one
  • Integration challenges: Complexity in point-to-point integration intensifies while dealing with more than two external systems
  • Performance: Not adopting the best practices around lightning or poorly written apex classes and triggers results in significant performance issues

Salesforce being a versatile platform can accommodate all these changes. However, multiple architectural and implementation approaches make Salesforce extremely complicated. This eventually result in performance issues, hit Salesforce Governor limits, run into issues related to SOQL queries and bulk Apex exceptions. In fact, most of the tech investments by enterprises are spent in supporting such break fixes. 

For instance, a leading SaaS based product company experienced problems around platform performance being deteriorated resulting in slow page load, real-time integrations challenges, process complexity with multiple tools across lead to cash lifecycle and poor data quality leading to lead routing problems. This limited the company to scale their business leading to reduced productivity of their sales team, hence impacting the overall revenue.

Another premier online real estate firm faced high technical debt due to poorly written codes, broken account and opportunity management process, many point-to-point integrations, under-utilization of Salesforce storage, more than 80% unused reports/ dashboards and 30% unused fields across Account, Opportunities, Leads. This led to spending 60% more time in maintaining the org and 40% more time to load pages when compared with industry best practices.

These examples show that over the years, Salesforce gathers huge technical debt declining its value and increasing the cost to serve. This forces enterprises to consider the need of implementing a complete healthcheck and identifying areas for improvement. Hence, Brillio devised healthcheck to proactively assess the performance and health of the Salesforce org. Such an assessment can ensure proper functioning of the system, reduce future accumulation of new tech debt, and help in scaling the business based on the current and future requirements.

Experiencing Brillio ForceClinic 

Brillio’s ForceClinic solution is a health assessment tool that analyzes and diagnoses the Salesforce org and AppExchange implementation and gives a detailed report across ten most important essential dimensions. This solution helps to evaluate critical aspects, such as:

  • Adoption, usage, and license assessment
  • Business process and analytics refinement
  • Customizations and code quality
  • Security and risk assessment 
  • Data quality and governance

The solution goes beyond just the diagnostics and gives a prioritized list of trouble areas, proposed recommendations based on the best practice, and business benefits. 

The assessment ensures business agility with faster releases, higher user adoption, better experience, and more secure application. Some of the tangible benefits include: 

  • 15% increase in performance and headroom
  • 20% savings in the development cost
  • 40% faster time to functionality release

Salesforce Healthcheck is a core element to digital businesses and getting it right is the key to business success. Have you implemented healthcheck yet? Talk to our Salesforce experts at info@brillio.com, and learn if your business is getting most out of their Salesforce investments. 

About the Author
Dushyant Pandya

With 25 years of rich experience, Dushyant works as a Managing Partner, Customer Engagement Solutions at Brillio responsible for helping global clients deliver customer experience through digital and cloud solutions; he worked on the Salesforce ecosystem in various roles across Enterprise Strategy, Operations, Product Management and Consulting

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