Nervescape

Integration & applications

Salesforce

Org assessment, automation review, integration and data quality.

Capability in business terms

Why this capability matters

Complexity compounds when nobody can explain how a record changes. Understand the execution order before adding another automation.

What we typically scope

Org assessment, automation rationalisation, integration, data quality, licence and permission review.

How we approach the work

Map the current behaviour first. Remove before you add.

Work we take on

Example engagement — illustrative. Typical scopes of work, not named client case studies.

Automations fighting each other

Why it happens
Workflow rules, process builders, flows and triggers all touch Opportunity, and updates behave unpredictably.
How we work it
Map every automation on the object and its trigger order, identify conflicts and recursion, consolidate onto a single framework, migrate in order of risk with regression tests.
What you end up with
A documented execution order, conflicts removed, and a single automation framework per object.

Adoption is low and reporting is untrusted

Why it happens
Reps work around the CRM; leadership does not believe the pipeline report.
How we work it
Measure field completion by rep and stage, interview users about where the process fights them, cut fields that nobody uses, align stages to how deals actually progress, instrument data quality as a visible metric.
What you end up with
A reduced field set, stages that match reality, and a data-quality measure leadership can watch.

Licence and permission review before renewal

Why it happens
Renewal is approaching and licence count has grown without review.
How we work it
Analyse login and feature usage by licence type, identify downgrade and reclaim candidates, review profiles and permission sets against least privilege, flag over-permissioned admin access.
What you end up with
A licence reclaim list with a quantified saving, and a permission remediation plan.

Integrating Salesforce with the back office

Why it happens
Orders are rekeyed from Salesforce into ERP, with the error rate you would expect.
How we work it
Define the order contract between the systems, decide the system of record per field, build with idempotency and retry, surface integration errors inside Salesforce for the person who created the record.
What you end up with
Single entry with an agreed system of record per field, and errors visible to the person who can resolve them.

Technical debt before a major programme

Why it happens
A new cloud is being bought and the existing org has years of accumulated debt.
How we work it
Assess code coverage and quality, unused fields and objects, hard-coded IDs, API version currency, sandbox and release process; rank by what will actually block the new work.
What you end up with
A debt register ranked by programme impact, with effort estimates and a remediate-or-accept recommendation per item.

Related business solutions

Management visibilityReports take too long to prepare, and exceptions stay hidden…Workflow automationTeams chase approvals and repeat the same manual steps acros…ERP and system integrationERP, CRM and spreadsheets disagree, so finance and operation…

In your sector

Medical devices and MedTechSector experienceShip owning and managementSector experienceTerminals, ports and container logisticsSector experience

Ways to engage

By the hourA specialist, for the time you need.By the sprintA defined outcome. A defined finish.By the squadA team you can get to know.Managed operationsA system with someone accountable.

How we approach the work

Understand the estate

Map dependencies, constraints, decision owners and the current operating model.

Make the decision explicit

Record options, risks, costs and acceptance criteria before implementation.

Make the handover usable

Document changes, operating instructions and the remaining risks.

Delivery is subject to specialist fit and availability.

Start with clarity.

What would make your business easier to run?

Tell us the operational challenge. We will discuss whether a short conversation, a scoped assessment or a delivery engagement is the right next step.

Discuss your business challenge