Optimizations & Refactors
Take control of your Salesforce org — don’t let it control you.
Salesforce orgs can get messy, especially when teams scale, processes evolve, or admins come and go. Over time, this creates inefficiencies that impact everything from reporting to system performance.
Our Salesforce optimization services are designed to help you rebuild, streamline, and future-proof your CRM. Through targeted Salesforce refactoring, we help you create a system that’s lean, fast, and aligned to your current business goals and team workflows.
Signs You Might Need a Refactor
Reporting is unreliable or difficult to generate
Users are frustrated or not adopting the platform
Data is duplicated, outdated, or inconsistent
Processes are over-automated, slow, or broken
You’re not sure what half your fields or automations do
Your Salesforce workflows no longer reflect your real sales or service processes
What We Do
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We begin with a comprehensive Salesforce system health check — an analysis of your data, processes, objects, automations, and integrations. You’ll get a clear breakdown of what’s working, what’s broken, and what’s missing — the starting point for smarter Salesforce development decisions.
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We clean house — removing redundancies, redesigning broken automations, and streamlining your Salesforce objects. This is where targeted Salesforce refactoring comes into play — making sure your CRM fits the way your team operates today.
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We apply best practices and tailor solutions to improve user experience, speed, and system usability. From better Salesforce automation to clearer Salesforce reports and stronger data integrity, we help your org run smoothly.
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Once your org is optimized, we provide detailed documentation, user training, and ongoing Salesforce admin support. Our enablement ensures adoption sticks and your org stays clean over time.
Deliverables Include:
• Full Salesforce system health report and cleanup roadmap
• Refactored objects, fields, and optimized page layouts
• Streamlined flows and Salesforce automation
• Improved Salesforce data integrity and validation rules
• Dashboards, Salesforce reports, and list views built for team needs
• Admin and user enablement sessions
• Integration cleanup or redesign as needed
Why Choose Prolexity?
Salesforce Certified Experts
Our team of Salesforce-certified consultants brings deep technical expertise and a business-first mindset to help you get the most out of Salesforce.
Tailored Solutions
Every business is unique, and so are our solutions. We take a personalized approach to designing systems that fit your specific challenges, goals, and needs.
Real Measurable Results
Our solutions are designed to drive business growth, with a focus on measurable outcomes like improved Salesforce adoption, higher efficiency, and faster time-to-value.
Let’s Work Together.
Your CRM should be a growth engine, not a roadblock.
Let’s bring order to the chaos and unlock a faster, smarter Salesforce org.