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Example engagements

Examples of Salesforce problems and their solutions

Discover six common situations and how they can be solved with targeted Salesforce work.

Illustrative scenarios inspired by common needs.

6 common situations and their solutions

Reporting and management

Custom sales report

A report of opportunities by sales rep and by month.

  • A relevant, custom report
  • Well-chosen filters and groupings
  • A matching dashboard
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Initial problem
Sales management wants to know which opportunities have stalled. Everyone keeps their own list in a spreadsheet.
Diagnosis
Salesforce fills in the Last Activity field, but no report uses it. Closed opportunities clutter the existing views.
Solution
A report of open opportunities, filtered on Last Activity older than 30 days, grouped by sales rep, with a Monday-morning subscription.
Steps
  1. Report type and filters chosen with the sales director
  2. Report built, then checked against three known opportunities
  3. Weekly Monday email subscription, folder access checked
Expected result
Each rep gets their follow-up list, and management sees the total per team.
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Automation and Flows

Fixing a Flow

An automation stops firing after an update.

  • Precise diagnosis of the error
  • Fix to the existing Flow
  • Testing and confirmation that it works
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Initial problem
Since Monday, creating an opportunity shows an error message. The admin receives error emails he doesn't understand.
Diagnosis
The error email shows that the Flow updates the account, but a new validation rule on the account blocks the update.
Solution
The validation rule is adjusted with the business, and the Flow gets a fault path that alerts the admin without blocking the user.
Steps
  1. Error email read and Flow debugged in a sandbox
  2. Rule fixed and fault path added
  3. Failing cases retested, Flow activated, monitored for a week
Expected result
Opportunities save again. A future error will be reported without blocking the sales team.
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Access and security

Blocked user access

An employee can no longer reach some records.

  • Permission analysis
  • Permissions and profiles adjusted
  • Access restored and checked
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Initial problem
A new sales rep cannot see the accounts in their region. They ask colleagues for exports.
Diagnosis
Their profile is correct, but their role sits in the wrong branch of the hierarchy, and no sharing rule covers their region.
Solution
Role corrected, a sharing rule per region, and a permission set rather than a profile change.
Steps
  1. Reproduced on a specific account with the record's Sharing button
  2. Written proposal of the change and its effect on others
  3. Applied after approval, tested with the rep
Expected result
The rep sees their accounts, and nothing more.
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Automation and processes

Setting up an automation

A Flow that alerts the team when an opportunity stalls.

  • Process design
  • Configuration and testing
  • Automatic alert to the team
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Initial problem
After each quote is sent, reps forget to follow up. Nobody knows who should call whom.
Diagnosis
The Proposal Sent stage exists in the pipeline, but nothing happens when an opportunity enters it.
Solution
A Flow triggered by the stage change creates a follow-up task due in 7 days for the owner, with a tracking report for the manager.
Steps
  1. Agreement on the rule: when, for whom, how long
  2. Flow built and tested in a sandbox
  3. Activated, then checked on the first opportunities
Expected result
Every quote sent has its follow-up scheduled, visible to the manager.
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Configuration and settings

Configuration changes

Fields, rules and page layouts adapted to your needs.

  • Objects and fields updated
  • Business rules and validations
  • A simpler, more efficient interface
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Performance and continuity

Maintenance and optimisation

Environment review and small monthly improvements.

  • Checks and data clean-up
  • Targeted fixes and optimisations
  • Improvement recommendations
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Initial problem
Hundreds of fields, duplicate accounts, old automations: users complain about heavy pages and errors.
Diagnosis
An inventory shows fields that are never filled in, duplicate accounts and workflow rules still active next to recent Flows.
Solution
A clean-up plan in three batches, approved in writing: duplicates, unused fields, and migration of old automations to Flows.
Steps
  1. Inventory and list of risks
  2. Clean-up in batches, with a backup before each one
  3. Written review and rules to keep the org clean
Expected result
Simpler pages, fewer errors and up-to-date documentation.
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Illustrative cases

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