Unfortunately, while some automation tools are easy to pick up they can very quickly get you into situations where SOQL, DML, or CPU Timeout errors pop up regularly. We have vast experience refactoring existing automations to remove recursion and overlap that inevitably occurs over time if not managed from the beginning. Our comprehensive Automation Audit includes a per-object report outlining your existing automations, bottlenecks, red flags, and benchmark metrics before and after a refactor to provide a quantifiable visualization of where performance was improved. Ask for more details!
We have extensive experience working with external systems to provide one-way push/pull or 2-way synchronization between Salesforce and any other app or service that has an accessible API Endpoint and/or webhook. Stop exporting reports from one system and manually uploading them to another. Let us help you cut hours, even days off your recurring task list!
Need a critical feature but the only option is an App with high per-seat costs and license minimums? Have a great idea that you want to deploy to partner/peer orgs to allow direct synchronization between environments? Whatever you need, we have your back!
Data management can be tricky as your company scales or any time you transition from one app/platform to another. Let us help you with things your team may not have time for such as mass data updates, bulk record migration, and synchronization, data cleanup, and even backup and archival!
Completely custom UI's, replicating external websites on force.com sites, merging multiple steps or apps into a single streamlined process, even building out your own version of a feature or app you saw online... If you can explain it we'll help you obtain it!
Unfortunately, we all have to live with Governor Limits and system restrictions imposed by Salesforce. It's easy to paint yourself into a corner where SOQL, DML, or CPU Timeout errors pop up regularly or prevent you from adding new automations to your Org. Our team specializes in refactoring existing processes and customizations for optimal performance and scalability. Our comprehensive Org audit packages include options to focus on specific areas such as automations, security, best practices, license usage, and more!
Ever find yourself searching for apps on the App Exchange, find one that fits your needs perfectly, only to discover the setup is not at all simple? We can help! We are certified implementation partners with multiple App Exchange providers with more being added regularly. First time using Salesforce? We can help you get set up there too!
Let our team assist you with the heavy lifting each month with a Managed Services Retainer! You specify the monthly budget, and we work together with your team to complete the top priority items each month. A great option if you are unsure about your exact requirements or when you have a long list of small/medium tasks!
Process Automations are one of the most widely used features in Salesforce that can directly impact your bottom line. No matter how complex your processes are, or how big you can dream, we can ALWAYS find opportunities to streamline your org. We also take pride in our forward-thinking approach to automations. We don't just focus on what you need 'now' but also work with you to make sure the framework we put in place is both scalable and maintainable well into the future!
We all have deadlines and projects that pop up on short notice that can leave the team spread a little too thin. Or if that's not the case, perhaps you are considering adding a full-time admin but don't want to lock into a 40-hour week. Either way, we can help! When you hire an employee you get one resource with one skillset. However, with our staff augmentation services you get a dedicated resource AND the combined experience and knowledge of our entire team of admins, developers, and architects. If your dedicated resource is not familiar with a particular task or requirement, we can allocate another resource to assist them behind the scenes to make sure you always get what you need, when you need it!
We are lucky to be partnered with a well known Salesforce Training company that provides overviews, workshops, courses, and more, all tailored to specific aspects within Salesforce! Topics vary by season but include new user walkthrough, Admin training, Pardot admin, automations, and much more... all at an exclusive discount rate you won't find elsewhere! Ask us about the current schedule of courses and events and we can work with you to get you or your team on the fast track to becoming Salesforce Power Users!
We all do it, often without even realizing it. When stuck doing the same mundane tasks day in and day out we tend to accept them as ‘part of the job’ and mindlessly click through the same multi-step processes or copy/paste data from A to B and don’t even give it a second thought. Imagine the possibilities if you could take 30, 40, or even 50% of those tasks and fully or even partially automate the process. Sales reps could make more calls, management could conduct more training or focus on BD, the world is yours! Stop wasting hours on excise tasks that could be spent nurturing leads or building client relationships. Ask us how we can enhance your productivity by letting Salesforce do some of that heavy lifting!Talk to an Expert
With each new Project the first step should always be Discovery. During this phase, clearly identify your overall needs, challenges, known bottlenecks, bugs, etc., and provide a high-level walkthrough of your common use cases to the development team. Adequate background information provided upfront will ultimately result in a solution that not only provides you with the requested functionality you need but also seamlessly blend the addition into your existing processes with minimal interruptions.
Once the development team has a solid understanding of your requirements and potential risks a senior developer and/or architect should work with the development and client teams to design a solution that not only meets your needs TODAY but also sets you up for future success! When it comes to design, there’s no such thing as too much detail so long as it is concise and well organized. Be thorough here and it will save you time once development begins!
During development the team should regularly work with stakeholders either directly or through the assigned Project Manager to ensure deliverables are meeting the requirements and staying within the agreed upon budget. Prior to client review, each work item should be tested by a Quality Assurance Engineer and validated per requirements. Once confirmed, the stakeholder / SME responsible for the module should give their approval once they have completed testing of their own.
Once the developer, QA, Project Manager, and client have all signed off on a work item or sprint a plan should be discussed to orchestrate the deployment into production. This will require stakeholder availability to re-test in production post-deployment to confirm functionality. It is critical at this phase to not only test the NEW functionality, but also any existing functionality that may have been inadvertently impacted by the deployment.
Once a project is deployed, stakeholders and development teams should closely monitor the org for unexpected errors over the first 3-5 days and report/fix/deploy any anomalies immediately. During this time there should be no new development in progress and all updates confirmed by stakeholders in sandbox and production orgs before closing the work item.
No matter how well you plan or design for the future there will always be maintenance required due to evolving company goals, new processes, security updates, and seasonal releases. While not required, it is recommended to consider adding a Managed Services Retainer for additional tasks and upkeep of your org. This is especially important if you typically use freelancers or non-certified admins to maintain your org. It is far easier to keep an environment organized and running well than it is to restore and rebuild after years of ad-hoc development.
Devops PM is a 100% Native-to-Salesforce Project Management app to help your team stay organized and on schedule! Allow your customers access to hours reports and dashboards in real-time, automate invoice generation, and collaborate at the record level with Chatter or our custom Slack Integration. Log hours and track team productivity with our native timesheet system OR take advantage of our Clockify Integration for a more powerful data collection and productivity tracking tool!
Apex Batch jobs are very useful until you have too many running at once, too frequently, on large data sets, or any combination of the above. By default, the Apex Flex Queue in Salesforce only allows a maximum of 100 jobs to be enqueued at any given time. Any overflow is essentially 'skipped' until its next scheduled run. With our Enhanced Fex Queue, those limits are handled with a prioritized queue that lets you decide which jobs should execute first (by class name), and any overflow from the Standard Flex Queue is enqueued in the enhanced queue until space is available. Once a spot opens, the next prioritized job will be added to the queue and executed in sequence.
High-Velocity Sales is a powerful Enterprise-Level tool for keeping teams organized and structured. In one of the recent updates, they included the ability to link cadences to Opportunities... but with some severe limitations. Out-of-the-box, HVS only supports having one opportunity in a cadence per contact at any given time. With EOC, you can relate multiple opportunities in cadences to a single contact! In addition, we have included a workaround for a feature-breaking bug within HVS itself that, as of this writing, causes the opportunity to be dropped from a cadence if you use the 'branching' feature in cadence steps and branch to a new cadence.
Cadence Creator! When it comes to organizing your sales team to follow a structured process there are not a lot of options for Salesforce that won't break the bank. Cadence Creator will be built with Small businesses in mind, providing you with the basic tools to keep your team organized and consistent. Ask us for more details!
We've been working with Legendary Consulting just over a year now. They are the 5th dev consultant I've used and by far the most thorough. Chad and his team are always looking out for the future of your org. Forget about those dev teams that just slap code in, do no testing.
Legendary Consulting has helped us implement High Velocity Sales and PhoneIQ for the past several months and I've been extremely impressed with their knowledge of Salesforce and ability to execute creative solutions to any business problem. Chad is one of the most patient people I have ever worked with - he will listen to your requirements and come up with a well thought out solution that follows Salesforce best practices. He and his team also worked tirelessly to help us refactor our org so that it runs more smoothly and efficiently. I've worked with many consultants in the past, but Legendary Consulting has been one of the most talented and hardworking Salesforce partners we have ever worked with.
They are a great partner to work with. We are working on multiple projects and very happy to collaborate.
We've been working with Legendary for about four months and have made great progress together. Our initial engagement was to obtain help implementing HVS for Salesforce (as a replacement to SalesLoft). Chad has deep experience with both HVS and our phone provider PhoneIQ, which is why we initially hired Legendary. The team has been really helpful and identifying issues and helping us improve our instance well beyond the scope of our initial engagement. We're excited to introduce new and better functionality to our sales team and appreciate the assistance we've received from Chad and the team.
Chad and his team at Legendary Consulting helped us build a better version of our Salesforce Org that is optimized for large data sets and faster load times. The best thing about them is they engage with you and deliver the best you can think of. I would recommend "Legendary Consulting" any day over some hefty consulting business out in the market.
Throughout my career I've had the privilege of working with many consultants from McKinsey & Accenture to smaller boutique firms on a myriad of technology and process improvement projects. Chad and his team at Legendary Consulting are second to none in terms of acumen, expertise, foresight, and desire to help. Legendary was able to migrate us (Daas/SaaS firm) to Salesforce in record time with significant gains in productivity (true customer 360), velocity, and sales rep retention. If your looking for significant returns on your tech stack investments, you're in the right place. I'm happy to provide more detail and a reference so don't hesitate to reach out to me directly. Sincerely, Adam Pagano Find me on LinkedIn as well: https://www.linkedin.com/in/adam-r-pagano-0184004/
Legendary Consulting is a great partner when it comes to everything Salesforce. Chad's knowledge and commitment are second to none, and his team will work non-stop till they get the job done. If you are looking for a boutique Salesforce dev shop where you get personalized support and 100% dedication, I'd look no further.
We hired Legendary Consulting to help us implement High Velocity Sales and PhoneIQ. They went above and beyond to not only help us get started and satisfy our requirements, but also identified issues with our org and refactored our existing code. They are incredibly knowledgeable of the Salesforce ecosystem and best practices. We're very satisfied with the work that has been produced over the past couple of months.
Legendary Consulting helped us refactor our existing code that we've customized over the past several years. We were starting to run into issues where we were hitting governor limits, but they were able to rewrite a lot of our code and refactor our automations. In the end, our org is now running much more smooth and faster. They provided flow charts of our automations and before/after of our CPUs time. We're very impressed with the results of this project.
They do a great job listening to your needs and getting the job done!
Chad and the team at Legendary did a great job capturing the requirements, providing suggestions, and moving the project along. I especially appreciated their flexibility working with a difficult customer who kept changing the requirements almost daily. Chad has great patience and expertise, and both were needed to get the project done.
We've been working with Legendary Consulting for little over a year now implementing HVS/CTI Solutions and more, to Sales and Service Cloud users. Chad Hammond and his team have proven to be the best consultant/partner we've came across so far. Their knowledge and experience about the ecosystem and the Salesforce platform is second to non, helping customers achieve their objectives in a very effective way. Everything from planning, to execution and deployment is carefully & professionally coordinated and their dedication and ongoing support makes their company unique and a trustworthy partner to grow your business.
We have worked extensively in the legal services industry primarily focused on the Litify App, available on AppExchange, in partnership with Empiric Solutions.
We have had multiple clients in the Real Estate industry and would be happy to assist you in configuring a complete software solution for sales, lease, property management, condominium management, lending, and more!
We understand that when competing for leads in a fast-paced industry like Lending & Financial Services, response time can be the variable that makes or break a deal. We have implemented hundreds of automations focused on reducing the time gap from Lead creation to initial outreach, including SLA tracking so you can hold your sales team accountable!
Whether using WordPress, Commerce Cloud, Shopify, or even a custom site, we know the importance of a seamless and organized sales process. You should never have to copy/paste or manually generate emails and invoices for each sale. Let Salesforce do that for you with automations!