Salesforce Consulting Services

Unlock new levels of productivity and business intelligence with our tailored Salesforce consulting services, designed to meet the specific needs of your organization. At EruditeWorks, we specialize in designing solutions that align Salesforce with your unique business goals—whether it's automating repetitive tasks, improving customer engagement, or scaling operations efficiently. Our certified consultants work closely with your teams to evaluate your current processes, identify gaps, and implement strategies that boost efficiency, security, and profitability.

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Why Erudite for Salesforce Consulting Services

Our Salesforce consultants bring a fresh, objective perspective, identifying areas where operations can be streamlined and resources optimized. By analyzing your current processes, we uncover inefficiencies and implement tailored solutions that align with your business goals. Moreover, our Salesforce expertise enables us to provide customized strategies that address your unique challenges, ensuring that recommendations are relevant and actionable. This personalized approach not only facilitates immediate improvements but also positions your business for sustainable growth and a competitive edge in the market. Incorporating our Salesforce consulting services into your business strategy empowers you to make informed decisions, adapt to market changes swiftly, and achieve long-term success.

Services in Focus Salesforce Consulting

Salesforce Org Health & Optimization Strategy Services

A well-optimized Salesforce org is critical to long-term scalability and performance.

Our Org Health & Optimization service begins with a comprehensive audit of your current configuration, identifying unused components, inefficiencies, and bottlenecks. We then provide a strategic roadmap to streamline processes, improve system performance, and align Salesforce functionality with your evolving business goals, ensuring better user adoption and data-driven decision-making.

Technical Debt Cleanup Planning Services

Over time, Salesforce orgs accumulate redundant fields, outdated workflows, unused Apex code, and legacy components that slow down performance and complicate maintenance.

Our salesforce consulting team specializes in identifying and prioritizing technical debt, then planning and executing a cleanup that minimizes disruption while modernizing your environment. The result: a leaner, faster, and more maintainable Salesforce org that’s ready for future innovation.

Security, Compliance & Audit Support Services

With growing scrutiny around data privacy and compliance, having robust security and audit controls in Salesforce is essential.

As a top Salesforce consulting company, we conduct in-depth security reviews covering profiles, permission sets, field-level access, and data sharing rules. Our consultants ensure your org meets internal and external compliance standards (e.g., GDPR, HIPAA) and prepare you for security audits with documentation, monitoring strategies, and best-practice configurations.

Salesforce Licensing & Feature Recommendations Services

Many businesses overpay for Salesforce licenses or underutilize features they’re already entitled to

As a top salesforce consulting firm, we analyze your current license usage, business needs, and user roles to recommend the most cost-effective and scalable licensing strategy. Additionally, we help identify and activate underused features, such as automation tools, analytics, or AI ensuring you get maximum ROI from your Salesforce investment.

Salesforce Org Health & Optimization Strategy Services

Ensuring your Salesforce org operates at peak efficiency is crucial for maximizing ROI and supporting business growth. Our comprehensive Org Health & Optimization Strategy begins with a detailed assessment to identify system errors, functionality bottlenecks, and gaps in platform utilization. This process helps prevent data leakage, underperformance, and poor user adoption.

We evaluate key areas such as license usage, data storage, automation efficiency, and security configurations. By analyzing these components, we uncover opportunities to streamline processes, reduce technical debt, and enhance overall system performance.

Security Assessment

Conducting thorough security checks to align with best practices and mitigate potential risks.

Duplicate Record Checking

We Perform Record Duplicacy checking using our EW DupeFinder to find any potential duplicate records to solve data storage issues.

Automation Review

Analyzing workflows, triggers, and process builders to enhance efficiency and reduce complexity.

Security, Compliance & Audit Support Services

In today’s digital landscape, securing your Salesforce environment is not just important—it’s essential. Our Security, Compliance & Audit Support service is designed to protect your Salesforce org from vulnerabilities, ensure adherence to evolving compliance standards, and uphold the integrity of your business data. We start with a comprehensive security assessment to identify risks and misconfigurations, followed by actionable recommendations to align with Salesforce best practices. Our team helps implement robust user access controls, applying the principle of least privilege to minimize exposure to sensitive information. We also leverage Salesforce’s built-in Health Check tool to measure your org’s security posture and recommend improvements tailored to your business.

Comprehensive Security Assessments

We conduct thorough evaluations of your Salesforce security settings, identifying vulnerabilities and recommending enhancements to align with industry best practices.

User Access Management

Implementing the principle of least privilege, we help define and enforce user permissions, reducing the risk of unauthorized access to sensitive data.

Security Health Checks

Utilizing Salesforce Health Check tool, we assess your org security posture, comparing settings against Salesforce baseline standards and recommending necessary adjustments.

Expertise in Salesforce Consulting

Enhance your Salesforce ecosystem with consulting services that deliver measurable improvements in efficiency, scalability, and strategic direction. Whether you’re setting up Salesforce for the first time or optimizing an existing org, our experts help you unlock its full potential through tailored solutions and best practices.

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