A complicated Salesforce cleanup
Years of acquisitions had left 45,381 custom fields in Salesforce, 4,617 of them on the 17 core objects, and 2,505 places where a field was referenced in hand-written code. About 40% of those fields were due to be switched off.
Nobody could see what each change would break. A single field could feed more than 14 downstream rules, flows and systems, including commissions and finance, so approvals slowed down and deals slipped at the end of a quarter.
Rig traced every field and delivered a read-only audit of the Salesforce estate
It took 22 days from the start of work. Every rule, trigger, flow and warehouse view that reads a field can now be traced, so the blast radius of each change, everything it would touch, is visible before it ships. Fields come out in a safe order, and each change gets a red, amber or green verdict.
“This blast radius is just probably the number one thing.”
SVP, Go-to-Market Operations
The cleanup found renewals lost without a warning
Project health and support signals had no route to the account owner. By February, 62% of the season’s lost renewal dollars had already been booked as churn, without anyone alerting the person responsible for the account.
The cleanup also found unanswered buying enquiries
The map surfaced over $1M of open customer enquiries that nobody had answered, including 206 from districts asking to buy. Larger districts that had never bought, with 100 or more staff, received 14% of the sales development team’s calls, yet those calls booked meetings at 5.3%, against 1.9% for calls to existing customers.