Transforming Your Salesforce Ecosystem

In today’s highly scrutinized regulatory and digital landscape, maintaining a secure cloud environment is absolutely non-negotiable. Yet, as Salesforce becomes more deeply integrated into critical, day-to-day business functions, the attack surface naturally expands. Our new continuous Security and Health Check practice is designed to deliver enterprise-grade compliance—including strict adherence to SOC 2 and HIPAA standards—ensuring that your org stays private, protected, and fully ready to scale.

Historically, conducting a thorough security audit or system health check required weeks of tedious, manual metadata review by senior architects. Through our partnership with Hubbl, we now offer our clients the equivalent of an "Instant MRI and DNA test" for their Salesforce environments. Using automated Org Audits, we can gain complete visibility into the health, security, and performance of your system in just two minutes.

One of the most critical aspects we evaluate during these rigorous Health Check engagements is the security architecture surrounding third-party integrations and managed packages. As Salesforce becomes more critical than ever before, connected apps and OAuth configurations are rapidly emerging as the weakest links on the security front lines. Our enhanced security services pinpoint exactly where these real risks originate and provide practical, immediate steps to reduce your exposure without slowing down your team's development lifecycle.

Furthermore, astonishing industry research reveals that 99% of Salesforce orgs are currently operating with installed packages that have newer, more secure versions available. Through our automated Org Monitoring, we continuously identify these out-of-date packages and execute safe, structured remediation plans.

If your Salesforce org is bogged down by years of undocumented customizations, unmanaged Apex code, and obsolete workflows, you simply cannot innovate at the speed the market demands. Technical debt has fundamentally become the new legacy for Salesforce orgs; it increases system fragility, slows down critical innovation, and actively blocks your future AI adoption. To unlock the future potential of the platform, organizations absolutely must modernize their architecture first. Therefore, we are launching highly targeted Technical Debt reduction programs powered by Hubbl's actionable intelligence.

Instead of broad, undefined cleanup efforts that drain IT budgets and frustrate developers, our Technical Debt reduction service utilizes automated Org Audits and AI-powered Org Monitoring to benchmark your Salesforce against thousands of other orgs, creating a clear, actionable roadmap that eliminates waste. By preventing tech debt before it starts, we empower teams to build what matters most.

A key component of this service is the implementation of am Action Plan, which drastically accelerates the process of targeting high-impact areas. This functionality takes almost all of the guesswork out of addressing areas of concern. For example, our clients can now automatically generate production support and tech debt cleanup tickets as soon as a monthly scan runs. The results of this targeted Technical Debt reduction are staggering.

Mergers, acquisitions, and enterprise restructuring frequently necessitate the merging of distinct, highly customized Salesforce instances. Historically, Salesforce org merges have failed for years due to sheer complexity, conflicting codebases, and a lack of clear visibility into the overarching architecture. We are revolutionizing this notoriously challenging space by introducing AI-backed Org Consolidation services that actively de-risk these massive digital transformations.

For our clients undergoing enterprise M&A, accurately assessing a target company's Salesforce org is a critical step in technical due diligence. Our new Org Consolidation offering leverages Hubbl’s AI-driven process intelligence to transform what previously required days of manual analysis into comprehensive, highly accurate org assessments that are delivered in mere minutes. By identifying technical debt, security risks, and massive automation opportunities instantly, we enable our clients to provide data-driven recommendations that drastically accelerate deal timelines and deliver measurable value from day one of an engagement.

A major hidden hurdle in any Org Consolidation project is what industry experts call the "metadata problem." The aggressive push for Salesforce AI is now exposing messy, inconsistent CRM metadata. When merging two distinct orgs, colliding metadata can ruin system integrity. Our consolidation service will seamlessly map and harmonize the metadata across both environments prior to the actual merge. By aligning data models and uncovering hidden dependencies, we ensure that the unified org is architecturally sound. With AI/ML transforming software delivery beyond just coding, teams can finally plan their org merges and consolidations with absolute confidence.

The conversation around Salesforce today is inextricably linked to Artificial Intelligence. However, while many organizations are eagerly attempting to pilot generative AI, the World Quality Report 2025 reveals a widening "Agentic Divide". Currently, 89% of organizations are trying GenAI, but only a mere 15% are successfully scaling it to see real, tangible results. The primary reason most organizations cannot scale AI is a lack of architectural readiness. Our new use case focuses heavily on bridging this divide by ensuring complete AI Readiness.

AI is ultimately only as smart as the metadata it relies upon. If your metadata is inconsistent or your system is plagued by technical debt, your AI investments will fail to deliver real business value. To combat this, we guide our clients toward what Salesforce defines as "Agentic Maturity"—a readiness model that determines how prepared a business is to delegate autonomous decisions to intelligent systems.

We help Chief Information Officers (CIOs) accelerate their journey from basic experimentation to full-scale transformation by perfectly aligning strategy, security, and process intelligence across the Salesforce ecosystem. Operationalizing context, integration intelligence, and smarter governance is the only way to unlock AI that truly performs.

An architecturally sound, highly secure, and AI-ready Salesforce org is only valuable if users actually adopt it and workflows run efficiently. Often, business leadership wonders, "Why is my Salesforce so slow?" or struggles to understand why users resist logging their activities. To address this human element, our new use case deeply embeds continuous insights and optimisations into our core consulting methodology.

Utilizing Hubbl's Process Discovery and Process Monitoring—tools built as a native Salesforce application—we capture real-time user behavior and complex data flows to reveal exactly how work really happens. This level of process intelligence uncovers hidden inefficiencies and automation opportunities that would otherwise remain completely invisible to management.

We provide our clients with actionable guides and tips for speeding up their Salesforce org today. At the end of the day, our primary goal as a partner is to make your Salesforce org fundamentally better for your users, establishing a single source of truth focused on trust, adoption, data quality, and reliable analytics.

A major component of our continuous optimisations strategy involves modernizing legacy automations. We actively prioritize and execute our clients' migration to Salesforce Flow. By migrating to Salesforce Flow, you can directly improve employee adoption, enhance the customer experience, and boost your bottom line. Furthermore, we use AI-driven recommendations to drive ongoing support activities with actionable insights that save time and money. By continuously tracking adoption and proving the ROI of our interventions, we empower organizations to build what truly matters and deliver custom experiences that users genuinely love.