Rationalization Of Data Models In Salesforce

Finance Firm Leverages Jkt To Improve Its Saleforce Implementation

London based financial services firm provides cash advances and loans for small businesses

Financial Services

The Client

Clients provides simple, no-nonsense finance for small businesses. This London based financial services firm provides cash advances and loans for small businesses and has helped over 5,700 small businesses. In 2007 the Client filled a gap in the way small businesses were funded – there was no product specifically designed to help small businesses in the hospitality, retail and automotive sectors. They came up with Business Cash Advance, a simple advance of cash based on future credit and debit card sales. This is a flexible repayment option because fixed repayments don’t work for a lot of small businesses – which is why we link repayments directly to cash flow.

The Challenge

The Client was facing serious scalability and performance issues in their existing Salesforce implementation. Historically, there were no Business/Application owners for the Salesforce instance & since 2007, people were just using Salesforce without any process streamlining. As a result, some of the objects were legacy and across various initiatives through the years have been created / amended ad-hoc with little or no data engineering or design.

  • There were no proper configuration, Roles and Profiles defined.
  • Each user has added his/her own fields and have entered data in Salesforce.
  • Multiple people has admin access & no security roles defined.
  • No standard Reports and dashboards.
  • Objects and Fields, Page layouts are not standardized.

As we are heading into a heavy transformational initiative that draws on this data, we need to urgently rationalize this data model. Identify and delete redundant fields/redistribute/renationalize normalized data segments and then fix reports/workflows etc.

The Solution

Conduct meetings with Business stakeholders to identify business critical information (Fields & Workflows). Streamline the Data Model by Normalizing the Objects and fields. Leverage existing data model functionalities like Account & Contact, Opportunity contact roles etc. Installed field trip application to identify unused fields. Old & unwanted fields were removed from profiles through field level security. Page layouts were updated. Hidden fields were monitored for a period of 2 months and deleted from system after taking necessary back up.

The Benefits

Streamlined Data model improved usability and adaptability of the implementation Cleaner page layouts with minimum/required information for users to enter. Improved reports and dashboards as unwanted fields were removed from the system.