Over time, Salesforce environments naturally become more complex. New workflows, automations, and integrations can create hidden technical risks, performance bottlenecks, and usability issues.

Userlytics needed a clear understanding of their Salesforce setup to identify blockers, assess current performance, and uncover areas where improvements could deliver the most impact. They also required practical recommendations and a structured plan forward — not a generic audit report.

Userlytics partnered with Redtag to identify configuration and automation areas that required attention, along with system risks that could impact long-term stability and maintainability.

Redtag started with business and technical discovery sessions to understand key workflows and identify friction points. Based on these insights, Redtag reviewed Salesforce configuration, data model structure, and automation logic to uncover improvement opportunities.

The engagement included an audit of relevant fields, triggers, and automation tools such as Flow and Apex, along with a review of Salesforce release updates that could support better system performance.

Following the assessment, Redtag delivered best-practice recommendations and a prioritized roadmap to guide future enhancements and optimization work.