Messy data, broken Flows, legacy Process Builders and automations that stopped working months ago. We audit your org, fix what is broken, and get Salesforce running the way it should.
Over time, most Salesforce orgs pick up clutter. Duplicate records pile up, old automations fire in the wrong order, fields multiply, and reports stop matching reality.
Users lose trust, work around the system, and every new change takes longer because nobody is sure what it might break.
Our rescue service gives your org a full health check, then fixes the issues in order of business impact. You end up with clean data, reliable automation and a Salesforce your team actually wants to use again.
A full review of data, automation, security, code and usage, with a clear report of issues ranked by risk and business impact.
Duplicate accounts, contacts and leads merged, bad data corrected, and duplicate and validation rules added to keep it clean.
Legacy Workflow Rules and Process Builders rebuilt as modern Flows before Salesforce retires them, with fewer conflicts.
Failing Flows, triggers and integrations found, fixed and tested, so records update the way your business expects.
Reports and dashboards rebuilt on clean data, so managers can trust the numbers they use to make decisions.
Profiles, permission sets and sharing rules tidied up, so people see what they need and nothing they should not.
We run a complete health check of your org and talk to key users to understand what is broken, slow or confusing day to day.
We share a prioritized cleanup plan that ranks every issue by risk and impact, so quick wins and critical fixes come first.
We clean data, fix and migrate automation, and tidy up fields, reports and security in a sandbox, testing as we go.
We deploy the fixes, retrain users where needed, and leave you with documentation and simple rules to keep the org healthy.
A rescue project is the right move when Salesforce has grown messy over time and your team no longer trusts what they see in it.
iTeknologies completely transformed our Salesforce workflow! Their team understood our challenges and delivered a seamless solution.
We saw remarkable improvement in customer engagement after iTeknologies optimized our CRM system.
From consultation to deployment, iTeknologies guided us every step. Outstanding service!
We review data quality, automation, custom code, security settings, page layouts, reports and user adoption. You get a clear report that lists each issue, why it matters, and how we recommend fixing it.
We work in a sandbox first, plan production changes for quiet periods, and communicate what is changing before it happens. Most users simply notice that Salesforce starts working better.
Yes. We back up your data first, define clear merge rules with you, and keep related records, activities and history attached when duplicates are merged.
Salesforce is retiring Workflow Rules and Process Builder. Moving to Flow keeps your automation supported, and it is the right moment to combine and simplify old automations.
We hand over documentation and simple guidelines to keep your org clean. If you want ongoing help, our Fractional Salesforce Admin service can take care of day-to-day upkeep.
Tell us what is not working, and we will get back to you within 24 hours with next steps for a health check.
