Solution

There were multiple crucial and urgent challenges that needed to be confronted as soon as possible, e.g. GDPR and large data set close to the environment limit. The limitation we were facing was a limited budget. We decided to go for a flexible model where we switched a Salesforce specialist and a Business Analyst according to most important needs. This way, the client had an opportunity to secure its business continuity and resolve most of the hot topics. We helped our client to implement a strict data retentionand management policy compliant with the best standards and reduced storage cost by reducing data set size. As a part of the project, we performed a step by step Classic to Lighting migration based on the roles that used Salesforce most often Currently, we work closely with the client to build a roadmap for future improvements and still maintain the flexible cooperation model.