Salesforce Managed Services for a Media & Information Firm
A US-based media organization needed Salesforce managed services to tighten access controls, reduce system slowdowns, and improve visibility into key business metrics. CES delivered focused implementation and customization work – strengthening sharing rules, streamlining automation with Flows, tuning triggers and queries, and adding KPI reporting and Conga Composer document automation.
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The Challenge
Controlled access needs across roles
Process inefficiency from manual steps
Performance drag from trigger + query patterns
the client
Media and Information
Technology Stack
- Salesforce
- Conga Composer (plus Salesforce Flows / reporting)
Solution Area
- Salesforce Managed Services | Implementation | Customization
the impact
Fewer DML operations through trigger restructuring
Faster execution through optimized data access patterns
KPI-focused reporting for better business visibility
Automated document generation via Conga Composer
Salesforce-performance-led.
Faster execution, cleaner ops.
The Need
The organization needed a steady Salesforce partner to improve day-to-day efficiency and responsiveness, without compromising role-based access. Priorities included reducing system overhead, streamlining business processes, and making KPIs easier to track for faster decisions.
Challenges
- Role-based access control: Users needed access limited to what’s relevant to their responsibilities, without creating friction across teams.
- Manual and inconsistent process handling: Approvals, updates, and notifications required tighter automation to reduce manual dependence.
- Platform performance and responsiveness: Trigger execution and data access patterns were driving avoidable load, slowing common operations.
- Controlled access through Salesforce sharing rules: Configured sharing rules within the Salesforce security model to align access with role needs.
- Streamlined automation using Salesforce Flows: Built Flow-driven automation for approvals, data updates, and notifications to reduce manual intervention.
- Trigger and DML optimization: Restructured trigger logic and reduced DML operations to improve efficiency across core transactions.
- Query optimization and data access tuning: Improved retrieval patterns to reduce execution time and support better responsiveness.
- Custom KPI reporting: Delivered tailored reports to surface business KPIs for clearer operational and leadership views.
- Conga Composer integration for document automation: Implemented Conga Composer to automate document generation and support smoother integration touchpoints.
- System efficiency improved through trigger restructuring and fewer DML operations
- Faster execution and better responsiveness through optimized data access patterns
- KPI visibility strengthened through focused reporting
- Document generation automated through Conga Composer, improving functional completeness
strategic client partner
Take the Next Step
If Salesforce performance or workflow sprawl is slowing delivery, we can tune access, automation, and execution speed under one managed-services model. Talk to our Strategic Client Partner.
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