4 Ways Consultants Can Help Future-Proof Your Salesforce Org

Salesforce is a leading CRM platform that allows companies to streamline sales, marketing, and other customer-facing processes while helping them operate more efficiently, become more competitive, and improve their revenue. However, only a few companies adopt Salesforce on their own due to the process’s complexity, with 97% relying on Salesforce consultancies to support their implementations according to the State of Salesforce 2024–2025 report from IBM. 

By sharing their experience and providing guidance throughout the project, Salesforce Consultants help companies optimize the Salesforce platform and get returns on their investments faster. Consultants also help companies make their Salesforce-based solution more future-proof to ensure that CRM delivers value for years to come. 

Why Future-Proof Your Salesforce CRM?

Future-proofing Salesforce means designing and implementing a Salesforce solution that remains efficient and relevant for a company in the long run. 

Some key reasons to future-proof your Salesforce CRM are:

1. Increased Competitiveness: A future-proof Salesforce solution can be integrated with new technologies and tools and adapted to new processes more smoothly. This technological flexibility enables companies to improve customer experience and service continuously and stay competitive.
2. Higher ROI: A Salesforce solution that is future-proof can cater to emerging business needs and changing customer expectations without time-consuming and costly overhauls. Therefore, future-proofing enables companies to lower long-term Salesforce expenses and thus improve overall adoption ROI.
3. Advanced Scalability: A future-proof Salesforce solution can continue functioning efficiently despite a rise in data volumes, growth in transaction complexity, or increase in user count. Therefore, a company can scale its Salesforce solution as the business grows without compromising software performance or user experience.

4 Ways Consultants Can Help Future-Proof Your Salesforce Org 

Now we’ve looked at why future-proofing is vital, let me explain four different ways how Salesforce Consultants get the job done.

1. Designing an Efficient and Scalable Data Architecture

Just as a building is only as strong as its foundation, the reliability of a Salesforce solution is largely determined by its architecture. If the data architecture is half-baked, Salesforce can become increasingly complex and difficult to maintain over time, with integrations not working correctly, data errors occurring, and scalability becoming limited.

Therefore, it’s critical to design an architecture that can easily scale and withstand any changes. Salesforce Consultants can help a company with this implementation aspect by designing a solution’s architecture that focuses on a clear and functional object structure and optimal data flow to avoid unnecessary complexity.

Salesforce Consultants can also help a company develop and implement data archiving and cleansing strategies to optimize data storage in the long run. For example, such a strategy can involve using Salesforce data management tools like BigObjects that help archive the data no longer actively used in separate storage systems. 

This way, a company can reduce data storage costs and enhance overall Salesforce performance.

2. Providing Integration Advisory

To future-proof their Salesforce solution, companies should also ensure that it can integrate seamlessly with other business software including third-party ERP, BPM, or LMS. One way to achieve this is to implement middleware – software that allows disparate systems to exchange data without directly connecting to each other. 

Salesforce Consultants can help a company adopt the most appropriate and cost-efficient middleware tools, such as MuleSoft, Boomi, or Zapier, based on its specific needs and budget.

3. Helping Future-Proof Custom Code

The Salesforce platform has robust configuration capabilities, allowing companies to tailor the CRM to their needs by fine-tuning Page Layouts, workflows, Dashboards, and other solution elements via in-built tools such as Lightning Process Builder. 

However, Salesforce’s configuration options are naturally limited, so they can’t meet every adopter’s unique needs.

If a company has reached the limit of Salesforce configuration, it can extend CRM functionality via customization, or writing custom code. However, if a company uses custom code that is poorly written, riddled with errors, or difficult to read, it can face scalability issues in the future. 

By modifying code carelessly, a company risks inadvertently disrupting existing functionality and compromising the solution’s performance.

Salesforce Consultants can share best coding practices with a company to help ensure that custom code never becomes an obstacle to business growth. For example, Consultants can suggest segmenting code blocks into smaller ones to increase code modularity, making the code much easier to modify and reuse. 

Additionally, Salesforce Consultants can help a company ensure that code written by developers adheres to a standardized style that enables high code quality and maintainability. In case a business does not have in-house developers capable of creating high-quality custom code, Salesforce Consultants can also outsource proficient Salesforce coders to a company’s IT team.

4. Running a Thorough Salesforce Audit

If a company is already experiencing errors and bottlenecks preventing it from using and scaling Salesforce efficiently, Salesforce Consultants can also conduct an in-depth Salesforce audit to analyze utilized Salesforce tools, audit custom code, and investigate errors related to the platform’s integration or configuration. 

They can also help eliminate the identified inefficiencies or issues and provide recommendations on how a company can improve its Salesforce utilization.

Final Thoughts 

Implementing Salesforce can bring numerous advantages to a company, including increased operational efficiency, enhanced customer experience, and improved service quality. 

Nonetheless, a company should future-proof its Salesforce solution to maximize the long-term ROI of its adoption and gain additional business benefits. 

Certified and experienced Salesforce Consultants are ready to help a business in this regard. They can specifically help your company design a scalable Salesforce architecture, choose the right integration tools, and future-proof your custom code. 

Consultants can also run a detailed Salesforce audit and provide recommendations on how to future-proof your particular org and scale it more efficiently.