CPAacademy.org faced significant hurdles with their Salesforce integration, primarily due to system overload caused by excessive objects and outdated automation. These issues compromised system performance, scalability, and hindered operational efficiency.

Additionally, the complex web of unused fields and dependencies within their Salesforce setup created barriers for future system enhancements, all of which required urgent attention to maintain their leading position in the educational sphere.

Redtag's solution for CPAacademy.org involved a structured approach with a clear focus on optimizing system performance. This involved multiple steps, from cleaning up the Salesforce environment to enhancing team collaboration.

Streamlining the Salesforce System. Redtag began by conducting a full system cleanup, removing unused fields, outdated dependencies, and automations. This cleanup helped reduce clutter, allowing the platform to operate more efficiently and scale for future growth.

Comprehensive System Discovery. Next, Redtag performed a thorough review of the current Salesforce setup. By documenting key components like architecture, data models, and process flows, we ensured CPAacademy.org had a clear foundation for future enhancements and identified gaps that could be addressed.

Operational Efficiency Through Analysis. To improve day-to-day operations, Redtag conducted an operational analysis. By redefining roles within the IT team and streamlining responsibilities, our team eliminated inefficiencies, leading to better resource allocation and increased productivity.

Enhancing Collaboration with Swarming Integration. The integration of Slack and Service Cloud played a crucial role in improving collaboration. Redtag introduced the “Begin Swarming” feature, which automatically notified teams in relevant Slack channels about case status updates. This real-time collaboration accelerated issue resolution and reduced downtime.

Bolstering the Development Team. Redtag also introduced additional resources post-discovery, including Quality Assurance personnel, to support CPAacademy.org’s development team. This increased the success rate of system enhancements, allowing for smoother ongoing operations and future scalability.