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S4G Onboarding Programs: how to know what your Salesforce needs

Choosing the right tools and following best practices allows us to keep our Salesforce instances flexible in the face of constant technological change. On the other hand, it allows the adoption of improved functionality that Salesforce continuously offers as part of its market-leading platform. That’s what S4G’s Salesforce Onboarding Programs are all about: ensuring your organization gets the most out of the platform, based on a thorough analysis and attention to detail.

Maintaining a high standard of quality in a Salesforce platform requires following a series of actions that can be summarized as follows:

  • Use tools that provide flexibility and organization in our instance. In this area, S4G offers its own pre-built packages of Bypassers, Workers, Flowkers, etc.
  • Carefully choose the development tools for each scenario, within the variety of options Salesforce offers.
  • Follow good development and configuration practices, avoiding pushing the limits of the instance.
  • Confront and challenge requirement designs to adapt them as much as possible to the Salesforce standard.

S4G Onboarding programms Salesforce

What are the benefits of S4G’s Salesforce Onboarding Programs?

If we underestimate the benefits of a good first implementation which prepares the platform for growth, adheres to Salesforce standards, and develops looking to the future, we pave the way to an organization likely to struggle with a lack of scalability and maintainability, high maintenance costs and frustration in finding constant limitations when building new processes.

Approximately 40% of our customers come from an implementation that did not meet their expectations, or needs additional work to get a return on their investment. We have even seen some instances as young as a few months old, knocking on the door of technical debt.

At S4G we don’t just dedicate our efforts to helping customers with new implementations, where we apply all of these quality standards from the start. Many of our new customers are already working on one or more Salesforce clouds and are looking to continue improving their CRM capabilities, adopt new clouds or refactor existing ones.

Which audit is best for me if I already have a Salesforce implementation?

Within the scope of existing instances, in our Salesforce Onboarding Programs we offer our customers a portfolio of audits with two objectives: Improving the adoption of the tool and increasing its current and future efficiency. Our audit programs are divided into:

  • Technical Audit.
  • Processes Audit.
  • Security Audit.
  • Devops Audit.
  • UI/UX Audit.
  • Data Quality Audit.

Together or separately, these audits allow S4G to add value from the first minute of working with clients. Evaluating and identifying areas that need improvement in their respective areas allows a quick impact by the S4G team within the client experience. If you are interested in any of these audits, do not hesitate to contact us.

Daniel Delgado. Business Solutions Manager