Ensuring Security & Sustainability for Salesforce

An org that became legacy…read how we helped a global risk specialist recalibrate for the next phase of an ongoing transformation

Customer Challenge

Our client is a leading global risk and reinsurance specialist. They had recently built a custom app inside Salesforce and wanted to validate the quality of the build and reassess the feasibility of Salesforce for rebuilding a new version of the app. As we began to investigate the current landscape, it became obvious that the overuse of contractors and consultants had resulted in an over-engineered Salesforce architecture. Numerous issues were highlighted, such as inconsistent designs and frameworks, unused redundant solutions, and a lack of privacy compliance.


The Solution

We commissioned a Solution Architect and a Technical Architect to conduct an Orientation project, providing an independent assessment of:

  • Business processes
  • User experience
  • Capabilities
  • Use cases


The technical assessment focused on:

  • Platform and architecture
  • Code quality
  • System maturity
  • Security and compliance
  • Governance


We reported our findings, identified the risks and made recommendations for a remedial product backlog.


The Result

We found that in addition to serious issues with code quality and security and privacy vulnerabilities, the org had become a legacy system, and had lost its relevance.

As a result, we recommended:

  • Prioritising a low-code approach
  • Developing design standards for requirements, pro-code and low-code, in line with current best practices
  • Establishing a Technical Design Authority and Centre of Excellence to productise Salesforce properly
  • Change mindset: Salesforce is Software-as-a-Service; it had been treated like Platform-as-a-Service


We also provided a roadmap including information on the below:

  • Remedial backlog
  • Governance plan
  • Permissions review
  • Steps for improving the codebase
  • A brown-field implementation plan

About the Author

Gemma Blezard

CEO and Salesforce MVP

Gemma is Founder and CEO of The Architech Club and a great inspiration to anyone dealing with life’s challenges. Gemma is also co-founder of Ladies Be Architects and an Award-winning advocate for diversity.
She is in demand as a conference speaker at Dreamforce, World Tour and Community events. She is open about living and working with breast cancer, and balances being a mother, with her roles as a Salesforce MVP, 18 x Salesforce Certified Solution Architect and leading The Architech Club.

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