Salesforce Rescue & Fix Service
Is your Salesforce org broken, messy, or underperforming? We fix data quality issues, broken automations, security gaps, and poor adoption, transforming chaos into a system your team actually wants to use.
Before Rescue
- • Messy duplicate data
- • Broken automations
- • Low user adoption
- • Security vulnerabilities
After Rescue
- • Clean, reliable data
- • Automated processes
- • High user engagement
- • Secure & compliant
Transformation Timeline
Most rescues completed in 6-12 weeks with measurable improvements visible within the first month.
Signs Your Salesforce Org Needs a Rescue
If any of these scenarios sound familiar, it's time for professional intervention.
Daily Error Emails
You're getting automated emails about failed workflows, broken automations, or validation errors. These aren't just annoying; they indicate serious underlying problems.
Duplicate Data Chaos
The same customer appears 3-5 times with different information. Your team doesn't know which record to trust, leading to wasted time and customer confusion.
User Rebellion
Your team complains that Salesforce is "too complicated," "too slow," or "doesn't work right." Many are keeping information in spreadsheets instead.
Broken Reports
Reports show wrong numbers, dashboards are outdated, or key metrics can't be tracked because data is inconsistent or fields are being used incorrectly.
Security Red Flags
Salesforce Health Check shows red or yellow warnings. Users have more access than they should. You're not confident about data security and compliance.
Mystery Customizations
Nobody knows what certain fields, automations, or custom objects do. The person who built them is long gone, and documentation is nonexistent.
Slow Performance
Pages take forever to load. Reports time out. Users complain about waiting. Performance degradation indicates bloat, inefficient automation, or data volume issues.
Integration Failures
Connections to your email platform, accounting system, or other tools keep breaking. Data sync is unreliable, creating more work instead of less.
No Ownership
There's no clear Salesforce admin. Everyone assumes someone else is handling maintenance. Issues pile up because nobody's responsible.
Experiencing three or more of these issues?
Get a Free Health CheckWhat's Included in Salesforce Rescue
A comprehensive transformation from broken to brilliant, delivered in a systematic, prioritized approach.
Comprehensive Audit
We dig deep into your org to identify every issue, prioritize fixes, and create a detailed rescue roadmap.
- Security and compliance review
- Data quality assessment
- Automation health check
- Performance analysis
- User adoption evaluation
Data Cleanup
Transform messy, unreliable data into a clean, trustworthy foundation for your business.
- Duplicate record identification and merging
- Data standardization and formatting
- Missing data enrichment
- Validation rules to prevent future issues
- Data quality monitoring setup
Automation Repair
Fix broken workflows, optimize automation logic, and ensure processes actually work as intended.
- Fix failing workflows and processes
- Remove redundant or conflicting automation
- Migrate outdated tools to modern Flow
- Document automation logic
- Implement error handling and notifications
Security Hardening
Close security gaps, implement best practices, and protect your sensitive business data.
- Profile and permission set cleanup
- Sharing rule optimization
- Field-level security review
- Login and authentication policies
- Compliance readiness (GDPR, Privacy Act)
Performance Optimization
Make your Salesforce fast, efficient, and responsive by removing bloat and optimizing configuration.
- Remove unused fields, objects, and code
- Optimize page layouts and record types
- Improve formula and automation efficiency
- Data archival for historical records
- Storage optimization
User Adoption Revival
Get your team re-engaged with Salesforce through training, simplification, and process improvements.
- Simplify user experience and workflows
- Role-based training sessions
- Create user-friendly documentation
- Implement in-app guidance
- Establish support processes
What a Rescue Looks Like
Two typical before-and-after scenarios from the kinds of rescues we take on for New Zealand and Australian organizations.
Typical Scenario: Professional Services Firm
The Problem
- ×Duplicate contacts riddling the database
- ×Broken workflows causing daily error emails
- ×Low user adoption, with much of the team back in spreadsheets
- ×Revenue reports leadership could not trust
- ×Dozens of custom fields nobody could explain
The Transformation
- Duplicates merged and a single source of truth established
- Automation rebuilt, documented, and running cleanly
- Adoption recovered once the system matched how the team works
- Accurate reporting now drives business decisions
- Streamlined to essential fields with clear documentation
Typical Scenario: Nonprofit Organization
The Problem
- ×Salesforce Health Check score deep in the critical-risk zone
- ×All users had "View All" permissions and no real data security
- ×Donation platform integration broken for months
- ×Page loads so slow that staff avoided the system
- ×Hours of staff time lost to manual data entry every week
The Transformation
- Health Check score lifted well clear of the risk zone
- Role-based security implemented and data properly protected
- Donation platform fully integrated and syncing in real-time
- Pages loading fast enough that staff use the system willingly
- Automation winning back hours of manual work every week
Our Rescue Process
A systematic approach to transforming your broken Salesforce org into a clean, reliable system.
Assess & Prioritize
Comprehensive audit identifying all issues. Prioritize fixes based on business impact, risk, and user pain points. Deliver detailed rescue roadmap.
Critical Fixes
Address urgent security issues, fix broken automations causing errors, and resolve major data problems. Quick wins that provide immediate relief.
Systematic Cleanup
Deep data cleanup, configuration optimization, performance tuning, and documentation. Transform technical debt into a solid foundation.
Training & Handoff
User training on improved system, comprehensive documentation, and recommendations for ongoing maintenance to prevent future issues.
Frequently Asked Questions
Ready to Rescue Your Salesforce Org?
Stop struggling with a broken system. Let's transform your Salesforce org into the reliable business tool it should be.
Serving SMBs and nonprofits across New Zealand and Australia