Our Discovery & Stabilization Services assess your current solution to identify what’s working, what isn’t, and what needs attention, providing expert insight and practical next steps before committing to larger investments.
Our advisory services are targeted reviews designed to bring clarity and direction to existing Salesforce® solutions and define actionable next steps. If you’re not seeing your exact match, review areas can be combined or tailored based on where you need the most insight.
Platform
$ Call
One-TimeEfficiency Assessment
- Org structure and release management
- Data model and object design
- Data quality and stewardship
- Roles, profiles, and permissions
- Overall scalability and technical health
Best for:
Organizations unsure if their org can support future growth
Automation
$ Call
One-TimeEfficiency Assessment
- Flows, approvals, and triggers
- Redundant, conflicting, or fragile automation
- Error handling and validations
- User experience evaluations and compilation
- Business process alignment
Best for:
Teams experiencing breakages, slowdowns, or user adoption issues
Integration
$ Call
One-TimeConnectivity Assessment
- 3rd party integrations and APIs
- Data syncing and dependencies
- Error handling and monitoring
- Risk areas affecting finance, sales or operations
Best for:
Organizations relying on multiple systems with integration, ownership or visibility issues
Need More Information? Select a Review Category for Details.
For Stabilizing and Strengthening Existing Solutions
This advisory engagement is designed for teams experiencing performance issues, scalability concerns, or architectural complexity in their environment.
We review your current org structure, data model, security design, and overall platform configuration to identify risks, inefficiencies, and areas that may limit future growth. The goal is not to rebuild immediately, but to provide expert clarity on what’s working, what isn’t, and what should be addressed first.
We will partner with you to:
- Review org architecture and environments
- Evaluate data model design and object relationships
- Assess security, profiles, and permission sets
- Identify performance and scalability risks
- Highlight technical and architectural gaps
- Document findings and recommended next steps
Engagements can be scoped independently or combined with other advisory reviews.
For Improving Reliability, Efficiency, and User Adoption
This advisory engagement is designed for teams experiencing automation issues, inconsistent processes, or low user adoption across Salesforce®.
We review existing flows, APEX, automations, and process logic to identify inefficiencies, risks, and opportunities for simplification. The goal is not to rebuild immediately, but to provide clear insight into what’s working, what’s causing friction, and how automations can be improved to better support your business and users.
We will partner with you to:
- Review existing Flows, Process Builders, and legacy automation
- Evaluate automation design, logic, and maintainability
- Identify redundancy, complexity, and performance risks
- Assess user interaction and adoption impact
- Highlight optimization and consolidation opportunities
- Document findings and recommended next steps
Engagements can be scoped independently or combined with other advisory reviews.
For Clarifying System Connectivity, Data Movement and Quality
This advisory engagement is designed for teams managing multiple systems, integrations, or complex data flows connected to their org.
We assess and document how systems integrate, how data moves between platforms, and where reliability, visibility, or security gaps exist. The objective is to provide a clear picture of integration health and define a practical path forward before changes are implemented.
We will partner with you to:
- Review current integration architecture
- Evaluate data flow, synchronization, and logic
- Identify error handling, monitoring, and gaps
- Assess authentication, security, and access controls
- Highlight scalability and reliability risks
- Document findings and recommended next steps
Engagements can be scoped independently or combined with other advisory reviews.
Not Seeing What You’re Looking For?
Not every challenge requires a deep technical review or a large initiative.
If your needs are more targeted, operational, or ongoing, we offer additional services designed to support you where you are today.
Whether you need help maintaining an existing solution, making incremental improvements, or getting guidance without committing to a major project, we can help you determine the right next step.
How We Can Help Beyond Advisory Reviews
We support customers across a wide range of services, including:
- Implementations and foundational support
- Experience Cloud solutions for partners and customers
- Ongoing administration and managed services
- Incremental enhancements, automation, and reporting
- Advisory support and solution design
If you’re unsure which service best fits your needs, we’re happy to talk through your goals and recommend the right path forward.
Related Use Cases
See how we’ve taken real customer challenges and transformed them into practical Salesforce solutions through thoughtful design, integration, and platform expertise.
More Use-Cases
Our Mission
To help organizations make confident decisions by bringing clarity, structure, and direction to complex systems, data, and business processes.
From discovery and stabilization through integration and custom development, we help you assess your current landscape, identify risks and opportunities, and design solutions that unify critical data and functionality into one trusted platform.
Our architecture-first, practical approach ensures solutions are built with purpose, supporting scalability, data integrity, and long-term adaptability and user adoption as your business evolves.
Start your Discovery journey with us and get a free assessment.
MyCRM Support Desk, Inc.
Phone: 212-253-2428
Email: info@mycrmsupportdesk.com