Salesforce optimization consulting in Louisville.

With the reasons behind that behavior. We look at which fields and screens people skip, sit with a few users as they work, and compare what they record with what managers need to report on. Most often the fix is fewer required fields, layouts organized around the actual process and a couple of automations that remove duplicate typing, not more training alone.

Yes, by inventorying every rule, flow and trigger on the affected objects first and documenting what each one does. We rebuild the logic as consolidated Flows in a sandbox, test against real franchise support scenarios with your team, then switch over one object at a time. Old automation is deactivated rather than deleted until the new version has run cleanly for a while.

Sometimes, but usually later. Data 360 (formerly Data Cloud) helps when customer data sits in several systems and you want unified profiles for service, marketing or AI. It works poorly on top of duplicates and inconsistent fields, so we clean and simplify the core org first. Once that foundation is solid, we assess whether Data 360 adds enough value for your specific use cases.