# Salesforce org review and cleanup

> We review your Salesforce org, from Apex and Flow to permissions and deployments, fix what blocks changes, and leave it tested and documented.

URL: <https://helpfulbits.com/salesforce-org-review>

A small change is due, one new field on the quote. Nobody wants to deploy it, because the last release broke order creation and the developer who wrote the triggers has left.

You work directly with **an architect who can also write code**. We're in Grünwald near Munich. More than **12 years** on Salesforce, for companies directly and inside Salesforce partner teams.

[Book a call](https://calendly.com/kkazlovich-helpfulbits/30min)

## What we review and fix

- **Apex within governor limits**: We read triggers, batch jobs, and REST services for governor limits and add tests for every change.
- **Flow your admins can maintain**: Logic moves out of custom Apex into record-triggered and screen flows where your admins should change the rules themselves.
- **Profiles, permission sets, and sharing**: We review profiles, permission sets, sharing, page layouts, and reports and untangle them.
- **A path to production**: We set up Salesforce DX, Git, and a CI pipeline from sandbox to production.

## Examples from client projects

**Quotes and orders in Revenue Cloud**: Quote and order logic moved from custom Apex into Flow and OmniStudio, where **admins can change the rules**. We did this during a Revenue Cloud migration.

## Tell us about your project

Book a call, or send a few lines about your system and what should change.

[Contact us](https://helpfulbits.com/contact.md)

