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Your Salesforce is Only as Good as Its Data and Its Setup
Your Salesforce platform is a powerful engine, but it runs on two critical components: your data and its underlying setup (metadata).
Without a focus on quality in both areas, you risk slow performance, broken automations, and a mounting pile of technical debt.
At Scalefree, our expertise in advanced data management, combined with deep Salesforce specialization, gives us a unique edge in solving these foundational issues.
Frustrated with Bad Data?
Duplicate leads, incorrect contact information, and outdated account records aren’t just an annoyance—they cost your team time and lead to missed opportunities. You’re tired of manually cleaning data and don’t know where to start with creating effective deduplication rules or privacy tracking. Bad data also undermines your analytics, leading to poor decision-making and a lack of trust in your Salesforce reports. It’s a systemic problem that requires a strategic solution.
Stuck with a Broken Org?
Your Salesforce org feels like it’s held together with tape. Automation processes suddenly break, validation rules fail, and new development is a nightmare because of low Apex code test coverage. The setup and configuration issues (metadata quality) are a constant source of inefficiency and risk, and you’re unsure how to get it back on track. This technical debt stalls innovation and makes every new feature rollout more difficult and time-consuming.
Our Solutions: Data & Org Health Mastery
1. Advanced Data Quality
We don’t just migrate data; we perfect it. Leveraging our company-wide expertise in complex data platforms, we tackle your most difficult data challenges. We implement sophisticated solutions that don’t just clean your data—they keep it clean over time:
- Deduplication & Master Data Management: We don’t just run a one-time check. We establish clear, company-wide deduplication rules for leads, contacts, and accounts and build sustainable processes to maintain a single source of truth for your most critical records.
- Data Quality Scoring & Reporting: We partner with industry-leading tools like DemandTools to create objective data quality scores. We then build custom reports and dashboards that make data quality transparent for your business users, empowering them to fix important issues and take ownership of data hygiene.
- Comprehensive Privacy Tracking: We ensure your data complies with privacy regulations from the ground up, implementing robust systems to track consent, manage data retention policies, and prepare for audits.
By treating your Salesforce data as part of a larger ecosystem, we ensure it’s not only clean but also ready to be leveraged across your entire business for smarter decisions and more effective workflows.
2. Metadata & Setup Health Audits
We are one of the few consultancies that actively works on your org’s metadata health. We go deep into your configuration to find and fix issues that are silently killing your org, preventing it from reaching its full potential. Our comprehensive audits tackle common, yet complex, problems such as:
- Inefficient Setups: Identifying unused fields, obsolete validation rules, and poorly configured automations that slow down performance and create confusion.
- Broken Automation & Triggers: Diagnosing and fixing broken processes, validation rules, and Apex code that have failed due to changes in the org, restoring reliability to your critical operations.
- Technical Debt Reduction: Improving low Apex code test coverage and cleaning up messy configuration, making your org more agile and ready for future development and upgrades.
This is where our proprietary tool, Salesforce Admin Buddy, comes into play. It helps us systematically identify these complex setup problems with unmatched efficiency, allowing us to make your org more stable, efficient, and ready for future growth.
Want to see your org’s health in action?
Try Salesforce Admin Buddy for Free
Jumpstart Your Org’s Health
Not sure where to start? We offer services to quickly assess and address your most pressing issues:
The Salesforce PIT Stop Meeting
A focused, high-impact 1-hour session to discuss your most critical pain points. We’ll provide immediate, actionable insights and a clear path forward on how to address your data or setup issues.
FREE
Request It For Free
The Salesforce Health Check
A comprehensive, deep-dive analysis of your Salesforce org’s health. We’ll perform a full audit and provide you with a detailed report and a tailored plan to fix your data quality, metadata, and performance bottlenecks.
Starting at 2.500 EUR
Schedule a Meeting
Data Quality Workshop
Target Audience: Business Users, Product Owners, and Admins
This two-day workshop is designed to empower your team to take ownership of data quality. Topics include:
- The business value of clean data.
- Identifying common data quality issues.
- Establishing deduplication rules and master data management processes.
- Creating data quality reports and dashboards for business users.
- Leveraging Salesforce features and third-party tools to automate data quality checks.
5.000 EUR
excl. Travel
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Org Health Workshop
Target Audience: Admins and Developers
Learn how to proactively identify and manage technical debt in your Salesforce org. This two-day workshop covers:
- The importance of metadata quality and its impact on performance.
- Auditing and cleaning up unused fields and obsolete components.
- Best practices for building robust flows and validation rules.
- Strategies for maintaining high Apex code test coverage.
- Using tools and methodologies for ongoing org maintenance and health.
5.000 EUR
excl. Travel
Contact Us
Data Quality & Org Health Expertise
Markus Lewandowski
Senior Consultant
Phone: +49 511 87989342
Mobile: +49 171 8435221
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Free Initial Consultation