SALESFORCE TECHNICAL TUNEUP

Maximize Your Salesforce Application Investment

Maximize Your Salesforce Application Investment

Let RTS Labs evaluate your company’s Salesforce Org. We’ll provide a detailed analysis of your Salesforce application’s security settings, data architecture and configurations to help your company maximize its Salesforce investment.

What We Examine

Architecture and Development Review icon
Architecture & Development Review
Business Process Review icon
Business Process Review
Scalability Review icon
Scalability Review
Application Security Review icon
Application Security Review

SALESFORCE TECHNICAL TUNEUP

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

Initial Application Review
1
INITIAL APPLICATION REVIEW
  • Review of business processes and Salesforce implementation.
  • Review of data requirements, data models, and classes.
  • Review of security requirements, level of access, and permissions.
Detailed Application Analysis
2
DETAILED APPLICATION ANALYSIS
  • 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.
Action Plans
3
ACTION PLANS
  • 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.”
Our Process is Simple & Consistent

Getting Started is Easy

It starts with a conversation — no strings attached. Schedule a call and we’ll give you a timeline and budget to get started.

SCHEDULE A CALL