Salesforce Platform Assessment and ISV/OEM Selection

Our client, a strategic advisory and risk intelligence firm, helps businesses manage risks through advisory, due diligence, investigations, and analysis. The client sought a partner to assess their Salesforce-based solution and make it viable for listing on Salesforce AppExchange.

Friction Points

• ‍Platform Architecture Gaps: The existing Salesforce solution lacked alignment with Salesforce standards, impacting its readiness for AppExchange listing.
• ‍Codebase Issues: Security vulnerabilities and performance bottlenecks were uncovered due to insufficient static code analysis.
• ‍DevOps Process Gaps: The client’s Salesforce DevOps practices needed enhancements, including automation pipeline improvements.
• ‍ISV/OEM Selection Uncertainty: The client required guidance on choosing the appropriate listing type for their business objectives.

Solution

• ‍Platform Architecture Review: Identified architectural gaps and proposed improvements to align with Salesforce standards.
• ‍Static Codebase Assessment: Used Qualys, PMD, and ESL int to analyze security, performance, and compliance with best practices.
• ‍DevOps and Process Review: Highlighted automation gaps and provided recommendations to optimize DevOps processes.
• ‍ISV/OEM Analysis: Conducted a detailed evaluation to recommend the most suitable AppExchange listing type for the client’s goals.
• ‍Security Review Preparation: Ensured the package adhered to Salesforce’s security standards, optimizing security, performance, and design.

Impact

• ‍Salesforce Platform Assessment Report: Delivered prioritized recommendations addressing architectural, codebase, and DevOps gaps.
• ‍Code Assessment Report: Highlighted issues and improvements in security, design, performance, and best practices.
• ‍Action Plan and Roadmap: Provided a step-by-step guide for Salesforce transformation, including risks and mitigation strategies.

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