Most Salesforce orgs do not fail. They accumulate. Fields nobody filled in, automations nobody can explain, duplicate records nobody merged, and reports that quietly stopped matching reality. We audit what you have, fix it in order of business impact, and leave you with something your team trusts again.
20x Salesforce certified. 1,400+ platform hours. 100% job success score.
Nobody schedules a Salesforce rescue. You notice the symptoms instead.
Two people run the same report and get different numbers, so leadership starts asking for the spreadsheet version. A rep searches for an account and finds three, none of which has the full history. An automation that worked last quarter now fires on the wrong records, and the admin is nervous about touching it because nobody documented what else depends on it. New requests take weeks, not because the work is hard, but because nobody is confident what a change might break.
Underneath all of that is technical debt. Years of small decisions, each reasonable at the time, now stacked into an org that resists change. Unused fields clutter every page layout. Workflow Rules, Process Builder and Flow all run on the same object in an order nobody wrote down. Permission sets were cloned so often that nobody can say who sees what.
The usual reaction is to blame adoption. It is almost never an adoption problem. People stop using a system when it stops being reliable, and they come back when it works again.
What's included
A full review of data, automation, code, security, page layouts, reports and actual usage. You get a written report listing each issue, what it costs you, and how we recommend fixing it. The audit stands alone, so you can take the findings elsewhere if you want to.
Duplicate records identified and merged with related activities and history preserved. Data cleansing for malformed addresses, inconsistent picklists and orphaned records. Then duplicate rules and matching rules configured so the problem does not rebuild itself over the next year.
Salesforce ended support for Workflow Rules and Process Builder on December 31, 2025. Existing automations can still run, but no longer receive customer support or bug fixes. We rebuild them as Flow, usually combining several overlapping legacy automations into fewer, clearer ones rather than porting the mess across unchanged.
Failing flows, misfiring Apex triggers and automation conflicts traced, fixed and tested. Where several automations compete on one object, we consolidate them into a predictable order and document what runs when.
Once the data underneath is clean, we rebuild the reporting so report accuracy is something you can rely on. Managers get dashboards worth opening instead of exporting to Excel.
Profiles, permission sets, role hierarchy and sharing rules reviewed and tidied, so access matches what people’s jobs require rather than whatever was cloned three admins ago.
Our process
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.
An org drifts again if nobody owns it. Most clients who go through a rescue stay on some form of ongoing support, because the alternative is repeating this in two years.
That can be light: a quarterly review catching duplicate growth, failed automations and permission creep before they compound. Or it can be a monthly retainer covering user requests, new reports, release readiness ahead of each Salesforce update, and the small customization work that otherwise queues up for months.
Either way you keep the documentation, and your admin keeps control. We are there for the work they should not have to do alone, not to become a dependency
Testimonial
Years of manual data entry left our org with thousands of duplicate accounts, and our sales directors couldn't trust a single pipeline report. iTeknologies ran a full health audit, merged our records without losing history, and set up matching rules so the mess doesn't return.
With the end-of-life deadline for Process Builder hitting us hard, we had a tangled web of overlapping legacy automations that nobody wanted to touch. iTeknologies audited the triggers, consolidated the logic into predictable Flows, and documented everything clearly for our in-house team.
Our reps had completely abandoned the platform and gone back to Excel because the system had become sluggish and cluttered with unused fields. iTeknologies optimized our page layouts, cleaned up our security profiles, and turned a frustrating system back into a tool our team actually relies on daily.
FAQ
A review of data quality, automation, custom code, security settings, page layouts, reports and user adoption. You get a written report listing each issue, why it matters commercially, and a recommended fix with an effort estimate. It is deliverable on its own, with no obligation to continue.
Minimally. Work happens in a sandbox first, production changes are scheduled for quiet periods, and anything affecting daily screens is communicated beforehand. Most users notice only that the system got faster and the duplicates disappeared.
Yes. We back up everything first, agree the merge rules with you including which record survives and which field values win, and keep related activities, opportunities and history attached to the surviving record.
The health check takes around a week. Remediation usually runs four to ten weeks depending on org size, data volume and how much automation needs rebuilding. You get a dated plan with the audit, and the work is staged so value arrives early.
Salesforce ended support for Workflow Rules and Process Builder on December 31, 2025. Existing automations can still run, but Salesforce no longer provides customer support or bug fixes for these features. Doing it deliberately lets you consolidate overlapping automations into fewer, clearer flows rather than rushing a like-for-like port under a deadline.
Tell us what is not working and we will come back within 24 hours with next steps for a health check. You get the findings and the remediation plan whether or not you hire us for the fixes.
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