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Revolutionizing Salesforce Org Health

Revolutionizing Salesforce Org Health involves implementing advanced tools, best practices, and strategies to optimize the performance, security, and usability of your Salesforce environment. By leveraging automated diagnostics, real-time monitoring, and comprehensive analytics, organizations can identify inefficiencies, resolve technical debt, and ensure seamless integration across all business processes. This transformation empowers teams to maintain a clean, scalable, and secure Salesforce org, driving enhanced user adoption, streamlined operations, and a higher return on investment.

 

How it Works?

Comprehensive Analysis: Our tool scans your Salesforce org for potential issues across various categories, including:
    o CLM: Contract Lifecycle Management.
      o CPQ: Configure, Price, Quote.
        o EPC: Einstein Platform Core.
          o OP: Operation Management.
            o SF Core: Salesforce Core Platform.
Detailed Reporting: Receive detailed reports highlighting specific issues, their severity, and potential impact on your business..
Prioritize and Address: Use our insights to prioritize and address critical issues efficiently.

Real World Impact

Salesforce Org leaves a real-world impact which is as follows:

Innovative System Performance

Significant Improvements Experienced by Our Clients

1

PERFORMANCE

Reduced load times and optimized resource utilization.
2

SECURITY

Identified and mitigated security vulnerabilities.
3

DATA QUALITY

Enhanced data accuracy and consistency.
4

USER EXPERIENCE

Improved overall user satisfaction.

Org Health Assessment Tool

Take control of your Salesforce org with our cutting-edge Org Health Assessment Tool, designed to identify potential issues, misconfigurations, and inefficiencies. By analyzing your environment against 80+ custom rules, this tool provides a detailed health check, ensuring your Salesforce org is optimized for performance, compliance, and scalability.

With results visualized through Tableau dashboards, our tool highlights critical areas requiring attention, empowering you to make data-driven decisions to improve your org’s health.

What Our Tool Covers

CLM (Contract Lifecycle Management)

ITAS identifies bottlenecks in contract processes, enabling quicker resolutions and improved workflow efficiency. It also pinpoints underutilized templates and outdated configurations, ensuring optimal =ource usage and system effectiveness.

OM (Order Management)

ITAS identifies inefficiencies in order tracking and fulfillment processes, improving operational workflows. It also highlights gaps in integration with external systems, ensuring seamless connectivity and performance.

CPQ (Configure, Price, Quote)

ITAS evaluates pricing models and approval workflows to enhance efficiency and accuracy. It also assesses CPQ indexes to identify and implement optimization opportunities. By streamlining these processes, it ensures a more responsive and profitable sales cycle.

SF CORE

ITAS monitors critical org limits like governor limits, file storage, and data storage to prevent system issues. It also flags security misconfigurations and assesses object automations for inefficiencies or redundant logic, ensuring optimal performance and compliance.

EPC (Enterprise Product Catalog)

ITAS flags duplicate product records, ensuring data integrity and streamlined operations. It also highlights unused catalog items and inconsistencies in product relationships, optimizing the product database. This results in improved inventory management.

OmniStudi

ITAS evaluates OmniScripts, Integration Procedures, and FlexCards for performance and adherence to best practices. It also identifies unused components, poorly optimized configurations, and flags potential anti-patterns like re-serialization in Integration Procedures.
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