Salesforce Org Rescue & Cleanup Services
Your Salesforce was supposed to run your business. Instead, it’s running you ragged.
You’ve invested in Salesforce. Licenses, implementations, consultants, training — probably multiple rounds of each. And something still isn’t right.
Your reps work around it. Your reports don’t match what’s in the pipeline. Every change someone makes breaks something else. And the admin who built the original setup is long gone, along with any documentation.
This is not a training problem. This is not a user adoption problem. This is an architecture problem — and it gets worse every month you leave it alone.
You may be looking at an org rescue if:
- Automation runs on top of automation, and nobody knows what fires when
- Fields exist everywhere that nobody uses, and nobody wants to delete them
- Flows trigger twice, or not at all
- Leadership doesn’t trust the data in dashboards
- Every small change requires a project of its own
- You’re paying for capabilities you can’t actually use
What We Do
CRM Infusion performs structured org rescues. Not surface-level cleanup — a full architectural review and remediation effort, delivered in phases so your team isn’t disrupted.
Phase 1 — Org Health Audit We document everything: automation, data model, integrations, permission sets, page layouts, duplicate rules, AppExchange apps, and technical debt. You receive a complete findings report with a prioritized remediation roadmap. This phase alone has stopped clients from making expensive mistakes with new consultants who didn’t know what they were inheriting.
Phase 2 — Rescue Build We remediate in order of business impact. Highest-priority fixes first. No big-bang rewrites. No downtime surprises. We work in parallel tracks — structural cleanup and quick wins — so you see measurable improvement early.
Phase 3 — Stabilization and Handoff Documentation, change management guidance, and a governance framework so your team can maintain a clean org going forward. Optional ongoing managed services available if you want a partner on retainer.
What You Walk Away With
- An org your team actually uses — without workarounds
- Reports and dashboards leadership trusts for pipeline and forecasting decisions
- Automation that runs reliably, documented, and tested
- A foundation that’s ready for Agentforce, new integrations, or scale
- A clear picture of everything in your org — possibly for the first time
Who This Is For
Companies that have been on Salesforce for 1+ years and have experienced at least one of the following: consultant churn, admin turnover, a failed re-implementation, or ongoing low adoption. Industry doesn’t matter. We have performed org rescues across financial services, field service, healthcare, media, and professional services.
The Honest Reality
Org rescue is not glamorous work. But it is high-leverage. A broken org limits everything downstream — your ability to forecast, automate, integrate, and eventually deploy AI. Companies that invest in org health before the next big initiative spend significantly less over time than those who keep layering new tools on a bad foundation.
Results
- Average rescue engagement surfaces 40+ unused or conflicting automation components
- Clients report 60–70% reduction in admin support tickets within 90 days of cleanup
- Post-rescue orgs require significantly less ongoing maintenance than pre-rescue baseline
Start With a Free Org Health Assessment
Book Your Free Org Health Assessment → [Link to Calendly]
In 30 minutes, we’ll tell you exactly where your org stands and what a remediation engagement would look like. No obligation.