4 Strategies Salesforce Consultants Use to Future-Proof Your Salesforce Org

Salesforce is the world’s #1 customer relationship management (CRM) platform that helps businesses grow and make a more meaningful and lifelong relationship with their customers through the application of intelligent business and marketing processes. But few companies can adopt Salesforce on their own—and only 3% do according to the Salesforce State of Salesforce 2024–2025 report by IBM—because of how complex the implementation process is, opting instead to hire a Salesforce consultancy to help them with their Salesforce implementation.

Salesforce Consultants can guide the enterprise and share their experiences to ensure the organization optimizes Salesforce and achieves a return on its investment sooner. They also assist businesses in preventing their Salesforce implementation from becoming obsolete, so that the CRM system can continue to bring value for a long time.

Why Future-Proof Your Salesforce CRM?

Salesforce future-proofing is all about creating (and implementing) a Salesforce solution that is sustainable for a company over a long duration of time.

These are some of the most important reasons why you should seek to future-proof your Salesforce CRM:

• Enhanced Competitiveness: A future-ready Salesforce solution can better connect new technologies, tools, and processes. Technological agnosticism provides for the ongoing evolution of customer service and experience, ensuring companies remain competitive.

• Greater ROI: A future-proof Salesforce solution can meet future business requirements and customer expectations without new costly and time-intensive re-platforms. As a result, future-proofing enables companies to reduce long-term Salesforce costs and, in turn, increase their overall adoption ROI.

• Advanced Scalability: A Salesforce system that can look to the future can still perform smoothly when data volume spikes, transaction complexity multiplies, or a user base swells. As a result, a business can expand its Salesforce solution as it grows without sacrificing on software performance or usability.

How Salesforce Consultants Can Future-Proof Your Salesforce Org: 4 Key Strategies

Now we’ve seen why future-proofing is so essential, let me run through four different ways Salesforce Consultants do the work.

Building a Scalable and High-Performance Data Architecture

Like so many things in life, your Salesforce solution is only as good as its foundation, and that foundation is its architecture. If data architecture is half-baked, Salesforce can degrade over time, leading to increased complexity and maintenance headaches, as well as integrations that are not fully working, data errors, and scaling issues.

Therefore, it is best to design your architecture with scalability in mind and prepare for any future changes that may arise. And that's where Salesforce consultants who have proven experience can assist in designing a solution’s architecture that centers around a structured, clear, functional object structure and efficient data flow to keep gratuitous complexity in check and help the organization get well-organized.

Salesforce Consultants can also consult with an organization on establishing data archiving and cleansing strategies, which are essential for efficient data storage in the future. For instance, this could mean leveraging Salesforce’s data management solutions, such as BigObjects, to help keep less frequently used historical data in a separate storage location.

As a result, a business can lower storage costs and improve the Salesforce performance overall.

Providing End-to-End Integration Consulting

Future-proof your Salesforce solution. Businesses should also plan to smoothly integrate their Salesforce solution with other business software, such as third-party ERP, BPM, or LMS, if necessary. How do I do that transition? One technique is to deploy middleware — software that enables systems to pass information to each other without a direct connection.

Salesforce Consultants can help a business determine the best and most cost-effective middleware tools that fit their needs and budget (e.g., MuleSoft, Boomi, Zapier, etc).

Assisting in Future-Proofing Custom Salesforce Code

The Salesforce platform offers strong customization options, which means businesses have increased flexibility to adjust their CRM to their requirements by modifying page layouts, workflows, Dashboards, and all other parts of the solution with embedded tools such as the Lightning Process Builder.

But Salesforce’s out-of-the-box controls are, of course, limited — hardly a one-size-fits-all solution, even for software companies.

Companies that have exhausted their organization's configuration options can expand the CRM product's capabilities using customizations or code with custom objects. But if a corporation is littered with garbage written custom code everywhere, it's going to have a scaling problem.

A company can inadvertently break existing functionality and degrade the performance of the solution by making changes to code in a chaotic manner.

For example, we can educate a company on best coding practices to make sure that custom code is never a liability on the path to company growth. For instance, Consultants can recommend breaking code blocks down into units of work to promote code modularity and enable the client team to manipulate and reuse code in their own way.

Salesforce Consultant to ensure that code, written by a developer, is in a specific style form, resulting in good code quality and maintainability. If a company does not have developers to write good custom code in-house, Salesforce Consultants can also outsource Salesforce-talented developers to the IT team of a company.

Conducting a Comprehensive Salesforce Audit

Suppose a company is already encountering issues or blockages that prevent its ability to use and scale Salesforce correctly. In that case, Salesforce Consultants may also complete a comprehensive Salesforce audit, analyzing the used Salesforce tools and the custom code, and reviewing all errors linked to the platform’s integration or configuration.

They can assist in troubleshooting the highlighted inefficiencies or problems and make suggestions on how a business can better use Salesforce.

Final Thoughts

Salesforce implementation can offer numerous benefits to an organization, including operational efficiency, improved customer experience, and enhanced service quality.

However, a client certainly wants to future-proof its Salesforce solution to ensure that the long-term ROI is fully realized and that a few additional business benefits can be achieved along the way.

Certified as well as experienced Salesforce Consultants are available to assist a business in this respect. More specifically, they can help your company in designing a scalable Salesforce architecture, selecting the best integration tools, and future-proofing its custom code.

Consultants can also conduct a deep dive Salesforce audit and make suggestions for the best way to future-proof your specific org and scale it more effectively.