Optimizing Salesforce Architecture with Panaya

This case study details how Clinical ink utilized Panaya to enhance their Salesforce org, which had been in operation for ten years and was highly customized. The organization faced challenges in understanding their complex infrastructure and aimed to optimize their Salesforce processes according to best practices. The need for a comprehensive Impact Analysis solution led them to choose Panaya, which provided essential insights into their metadata and helped mitigate risks during project planning. The study outlines the transition from Process Builders to Flows and the importance of identifying impacted components for successful implementation. Clinical ink reported significant improvements in project execution speed and collaboration among team members, as well as reduced onboarding times for new staff. The results demonstrate how Panaya facilitated a deeper understanding of legacy configurations and streamlined operations, allowing Clinical ink to effectively manage changes and optimize their Salesforce environment.