Stabilise your Salesforce Platform while Maximising its Performance

To drive business growth, you need to not only need to build a trusted, scalable  and adaptable Salesforce solution but also ensure technical stability and security.

At Sierra Cloud we understand  the complexities of the evolution of your Salesforce org  and offer a unique combination of services: Sierra PulseCheck and Altitude Services. This comprehensive approach ensures that your Salesforce platform not only meets your current needs but also sets the stage for future success. This blogpost will highlight how you can leverage our services to scale your platform to transform your business and drive innovation.

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The Importance of Salesforce Org Health‍

The health of your Salesforce org is a critical factor in determining your organisation's ability to meet business objectives. Sierra PulseCheck is a powerful tool that addresses this issue head-on. It provides a detailed examination of your Salesforce org, offering insights into its current condition and complexities. This scan is a crucial first step towards enhancing the performance, stability, and security of your Salesforce org.

Sierra PulseCheck will enable you to:

• Reduce risks and avoid unexpected costs and delays in deployment and ongoing enhancements.
• Explore the consolidation of Salesforce orgs or assess the potential implications of such a move.
• Extract precise insights from analytics, and expand your cloud usage by leveraging Salesforce's broader capabilities.

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‍Common Signs of an Unhealthy Platform‍

Before diving into the solutions, it’s essential to recognise the signs of an unhealthy Salesforce platform. These issues can significantly impact your organisation's efficiency and productivity.

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‍Poor Adoption

• Lack of value-add functionality: Users do not see the benefit of using the platform because it does not offer functionalities that improve their workflow.
  
• Ineffective training and awareness: Users are not adequately trained, leading to under utilisation of the platform’s capabilities.
  
• Misalignment with  business processes: Increased frustration and inefficiency as the platform does not reflect the current needs and processes of the business.
  
• Limited automation and integration: Manual processes dominate, and there is a lack of integration with other essential systems creating further data silos.

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Legacy Features

• Using old features such as Classic or Process Builder: Outdated tools and methods prevent you from taking advantage of more efficient, newer functionalities.
  
• Outdated versions of installed packages: Compatibility issues and missed opportunities for improvements as the installed packages have not been kept up-to-date.
  
• Not taking advantage of new releases: Missing out on the latest features and enhancements that Salesforce continuously rolls out.

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Technical Debt

• Hitting technical platform limitations: Running into the limits of what the platform can do due to outdated architecture.
  
• Retired API versions: Using outdated API versions that Salesforce no longer supports, leading to potential security risks and lack of functionality.
  
• Cumbersome to maintain and enhance existing code: Difficulty in maintaining and upgrading the current system due to poor initial implementation or excessive customisation.
  
• Lengthy deployment and testing times: Deployments and testing take too long, causing delays in rolling out new features or fixes.
  
• Buggy releases: Frequent issues with new releases that disrupt business operations.

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Security Issues

• Complex web of permissions that are hard to untangle: Difficulty in managing user permissions and ensuring that everyone has appropriate access.
  
• Not sure who can see what: Lack of visibility into data access permissions, which can lead to security breaches.
  
• Unrestricted API access: APIs that are too open, leading to potential data leaks and security vulnerabilities.

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Data Problems

• Poor data quality and integrity: Inaccurate or incomplete data that affects good  decision-making. Inability to use demographic/behavioural data as desired and inability  to segment and analyse data effectively.
• Siloed data across business lines: Data is not integrated, leading to inefficiencies and lack of a holistic view.
  
• Difficulty in creating reports & dashboards: Struggle to  generate meaningful insights from the data.
  
• Key data not readily available: Important information is hard to access when required .

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The fusion of Sierra PulseCheck with our Altitude Services: Elevate  Your Salesforce Experience

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Our proprietary and data-driven approach uses a diagnostic tool to uncover  platform issues for Sales Cloud, Service Cloud, and Industry Clouds. It identifies business challenges and provides a clear, prioritised roadmap to optimal performance against the following:

Technical Health: Automated Org Diagnostics, Data Hygiene Analysis, Quantitative Health Scorecard.

Functional Maturity: People & Process Assessment, Domain Maturity Assessment, Qualitative Health Scorecard.

Roadmap to Value: Benchmark Findings against Salesforce & Industry Best Practices, Readout & Remediation Proposal, Roadmap with Quick Wins.

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Enhancing Data Security and Protection‍

By integrating robust data security measures into our recommendations, we address the growing concerns of data breaches and regulatory compliance. Our approach includes recommendations on:

Advanced Encryption: Protecting data both at rest and in transit using the latest encryption technologies.

User Access Controls: Implementing stringent access controls to ensure that only authorised personnel can access sensitive information.

Compliance Support: Assisting with compliance requirements via assessment of data retention and governance policies and recommendations of best practices.

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By combining the insights and remediation options provided by the Sierra PulseCheck with our Altitude Services you can ensure not only the technical stability and security of your Salesforce platform but also maximise its potential for growth and innovation.

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At Sierra Cloud, we are committed to helping you build a Salesforce ecosystem that delivers value not just immediately but over the long term. This comprehensive approach provides a clear path to achieving your business objectives and maximising the return on your Salesforce investment. We will work in partnership with you  to support your journey towards a healthier, more efficient, and more productive Salesforce platform. 

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By addressing common challenges such as poor adoption, legacy features, technical debt, security issues, and data problems, we ensure your Salesforce org is primed for success. 

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With Sierra PulseCheck and Altitude Services, you have the tools and support necessary to transform your Salesforce platform into a powerful driver of business success. Trust Sierra Cloud to help you unlock the full potential of your Salesforce investment, delivering sustained value and competitive advantage in today's dynamic business environment.

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