Is It Time for a Salesforce Org Revitalization?

Let’s talk shop for a hot minute. If your Salesforce org has been around for more than a few years, it probably isn’t in peak shape anymore.

We’re talking legacy automation built in Workflow Rules and Process Builder, fields no one uses, dashboards that haven’t been opened since 2019, and customizations that no one can explain. Sound familiar? You’re not alone—and you’re not stuck with it.

At Dynamic Specialties Group (DSG), we specialize in Salesforce Org Revitalization. But this isn't just a cleanup. It's a business reboot—one that puts your people and goals back at the center of your Salesforce experience. 

Step One: We Actually Listen

Before we open up any diagnostics or dive into metadata, we talk to your people. Not just the decision-makers—the end users. We want to hear directly from the folks who log into Salesforce every day.

What frustrates them? What do they track in spreadsheets instead of in Salesforce? What workflows feel clunky, redundant, or unnecessary?

These conversations are pure gold. They give us real-world insight into where the org is breaking down—and what needs to change.

Step Two: Diagnose Before We Prescribe

Next, we go deep. We use tools like Salesforce Optimizer, metadata analysis (via Gearset or Copado), and field usage audits to understand what’s really going on inside your org.

Is technical debt slowing things down? Are outdated layouts and overlapping automation creating friction? Are reports and dashboards actually being used, or just collecting dust?

Diagnosing is less about surface-level tweaks and more about getting to the root of your org’s inefficiencies. It's a bit like an X-ray: we want to see the whole picture before deciding what to fix, upgrade, or remove.

Step Three: Rethink the Org Around Your Business

Now we get creative. This is where the real revitalization happens.

Instead of simply repairing what’s broken, we reimagine how Salesforce should work for your business today, not how it was configured five years ago. That might mean consolidating all your automation into clean, maintainable Flows—built modularly, with naming conventions and versioning best practices that make future updates easier. It could involve rolling out Dynamic Forms to simplify how your users enter and interact with data. Or it might mean removing dozens of fields and reports that serve no current purpose but clutter up every record and dashboard.

And we don’t just build it—we build it to last. That means structuring automation to be modular and easy to manage as your business evolves. We design with scale in mind, so your org grows with you instead of holding you back.

Step Four: Keep You in the Loop the Whole Time

We know Salesforce projects can feel like black boxes. That’s not how we work.

We deliver quick wins early, share regular progress updates, and walk your team through every change. Nothing’s hidden, and nothing’s pushed live without your input. We also document everything in plain English, so your admin isn’t left trying to guess how something works six months from now.

Our goal isn’t just to build you a better org. It’s to help your team actually use it—and love it.

What You Walk Away With

After a DSG revitalization, your Salesforce org isn’t just cleaner—it’s aligned to your business strategy, optimized for performance, and ready for what’s next.

You’ll have automation that works and is easy to maintain, dashboards that drive smart decisions, and a data model that’s clean enough to support AI tools like Einstein Copilot and next-gen analytics. (And when your data’s clean, your predictions get sharper, your automations get smarter, and your users start trusting the system again.)

It’ll feel less like a system you’re surviving, and more like the platform that powers your success.

Sound Familiar?

If your people complain about Salesforce, if your admin spends more time patching things than improving them, or if you’re unsure what automations are even running, there’s a good chance it’s time for a change.

At Dynamic Specialties Group, we don’t just tidy things up. We turn your Salesforce org into a strategic asset.

Ready to see what that looks like? Give us a holler.