Sohonet's Salesforce Optimization Journey with Panaya

This case study outlines Sohonet's experience in optimizing their Salesforce platform using Panaya. Sohonet faced challenges due to a complex Salesforce org that had evolved over the years, making it difficult to manage effectively. The dual role of the Salesforce Admin, who also served as Legal Counsel, necessitated a solution that would streamline management and resolve issues efficiently. The team sought to improve visibility into their Salesforce processes, identify areas for simplification, and follow best practices. By implementing Panaya, Sohonet was able to gain insights into their org, filter out unnecessary elements, and understand field connections, which facilitated quicker and safer changes. The solution also helped the team reduce troubleshooting time and manage their org health effectively. Overall, Panaya played a crucial role in enabling Sohonet to enhance their Salesforce processes and ensure successful outcomes for their organizational enhancements.