The need for Salesforce Architecture Review as a service (ARaaS) arises from several key considerations within an organization that utilizes Salesforce as its customer relationship management (CRM) platform. This service helps assess, optimize, and maintain the Salesforce architecture to ensure it aligns with the organization's goals and objectives. Hence the service is crucial to ensure that an organization's investment in Salesforce is both cost-effective and strategically in sync. It offers benefits in terms of cost savings, efficiency improvements, data insights, and overall user satisfaction, ultimately contributing to the organization's success.
Current Challenges
Escalating License Expenses
- Are all currently allocated licenses actively in use?
- What is the financial outlay for additional or supplementary licenses?
- Is there a genuine requirement for procuring extra licenses?
Insufficient Customer 360 Visibility
- Have the appropriate teams been equipped with the relevant feature set?
- Are we making full use of the features we've invested in?
- Have we empowered our Sales and Services teams to proactively support our customers?
Mounting Maintenance Costs
- Can manual tasks be streamlined and automated?
- Is it possible to redeploy administrative efforts into more strategic areas?
- Can we expedite feature releases for the benefit of our users?
Constrained Reporting and Data Visibility
- Can we generate customer reports directly from Salesforce?
- Are we still relying on manual data extraction and usage (e.g., in Pardot)?
How does Coforge's Salesforce Architecture Review as a Service (ARaaS) help solve the challenges?
Coforge's Salesforce Architecture Review as a Service employs a comprehensive 6-stage review process that evaluates various aspects of an organization's Salesforce implementation and utilization.
Comprehensive Salesforce License Configuration, and Workflow Analysis
- License assessment and optimization, aligning user needs with license mapping.
- Identification and management of unused reports, dashboards, unassigned page layouts, roles, and profiles.
- Evaluation of inactive workflow and validation rules.
- Analysis of triggers per object.
- Assessment of third-party managed packages.
Data Management and Storage Optimization
- Data usage assessment.
- Data and file storage analysis.
- Data purge and archival strategy development.
- Data backup and restore planning.
- Identification of redundant data.
Comprehensive Sharing and Security Assessment
- Evaluation of Multi-Factor Authentication (MFA) adoption.
- Review of data sharing settings.
- Analysis of profiles, permission sets, and role hierarchy.
- Assessment of Organization-Wide Default (OWD) settings.
- Enforcement of login IP ranges and password resets.
- Examination of Salesforce Shield implementation.
Integrated Systems Assessment
- An overview of the system landscape.
- Evaluation of the security and encryption of established connections.
- Analysis of integration pattern practices.
- Identification of redundant API calls.
- Generation of an integration matrix report and performance evaluation.
Comprehensive Technical Architecture and Customizations Assessment
- Examination of coding best practices adherence.
- Identification of redundant code.
- Assessment of required optimization levels.
- Evaluation of Lightning Web Components (LWC) and Visualforce (VF) page performance.
- Analysis of flow performance.
- Assessment of query performance.
- Review of API calls and testing
- Evaluation of Governor Limits adherence.
- Assessment of trigger frameworks.
- Migration to Lightning Experience (LEX).
Effective Release Planning and Management, encompassing
- Project execution and version control.
- Environment and release management.
- Assessment of deployment processes and associated challenges.
- Evaluation of release cadence and scheduling.
Benefits of Coforge Salesforce ARaaS
- Cost-benefit analysis of your Salesforce implementation.
- Plan to reduce maintenance efforts.
- Scalability and future-proofing.
- Compliance and security review.
