Salesforce is always evolving and so are the challenges that come with managing it. Whether you’ve been using the platform for years or just finished a new implementation, keeping your org clean, secure, and aligned with your business goals isn’t a one-and-done task. That’s where advisory-focused Managed Services (MSP) come in.
At Palladin Technologies, our Managed Services team does more than just handle tickets. We work as long-term strategic partners, helping Salesforce customers get ahead of problems, optimize performance, and map out what’s next. Our Managed Services Advisory Offerings are designed to provide exactly that kind of value through deep technical insight, cross-functional experience, and a proactive approach.
We support a wide range of Salesforce products including Sales Cloud, Service Cloud, Communications Cloud, Media Cloud, Field Service Lightning, and more. Whether you’re managing a complex industry solution or building out core sales functionality, our Managed Services team is ready to step in with the guidance and support you need.
Here’s what we focus on:
Health Check: Org Complexity and Technical Debt
Over time, even the most well-built Salesforce environments can grow messy. Layers of old automation, unused fields, and patchwork updates often pile up faster than you think. That’s why one of the first things we do is take a close look at the health of your org.
We evaluate configuration sprawl, automation overlaps, and metadata bloat to surface areas of technical debt that are slowing you down or increasing risk. Whether it’s a dozen unused Apex classes or workflows buried under Flows and Process Builders, we help you untangle it and set a plan for cleanup.
Outcome: A leaner, faster, and easier to maintain org that’s ready for what’s next. Now you can focus on building more automation or leveraging Artificial Intelligence to enhance your processes instead of untangling legacy issues.
Process Improvements
Salesforce isn’t just about features. It’s about how your people use them. That’s why we look closely at your business processes to identify friction points, manual steps, and redundant tasks that can be streamlined or fully automated.
This includes reviewing current usage patterns, finding areas where automation can replace manual work, and identifying where Artificial Intelligence tools can drive better decision-making or simplify user actions. Whether it’s improving your lead conversion journey or simplifying your case resolution process, we build recommendations that create meaningful efficiency.
Outcome: More efficient teams, cleaner data, and less time wasted on workarounds with automation and AI solutions that support real, measurable process improvement.
Security Review
Security is often treated as a checkbox, but in reality, it needs regular attention. We perform permission audits, access reviews, and sharing rule checks to make sure the right people have the right access (and the wrong people don’t).
Our reviews go beyond technical access. We also support both regulatory compliance such as industry-specific rules and internal compliance including governance, approval workflows, and data visibility policies. We help you align Salesforce security with how your business actually works.
Outcome: Peace of mind, stronger data protection, and a security posture that meets both your internal and external compliance needs.
AI, Einstein, and Slack Readiness
You’ve heard the buzz. AI is everywhere, and Salesforce is leading the charge with Einstein and Slack integration. But are you actually ready for it?
We help clients assess their org’s readiness for AI-powered features by reviewing data quality, object relationships, and current usage patterns. If you’re eyeing predictive insights, intelligent automation, or Slack workflows that simplify collaboration, we’ll guide you on how to prepare and where to start.
Outcome: A clear path toward using AI and Slack in a way that actually works for your business grounded in technical readiness and strategic value.
License and Cost Optimization
It’s easy to lose track of who’s using what, especially across multiple business units or teams. We review your current licensing structure, usage patterns, and entitlements to spot opportunities for cost savings or improved license alignment.
In some cases, it’s about downgrading unused seats. In others, it’s about realizing you already own features you aren’t using.
Outcome: Reduced waste, clearer visibility, and better ROI on your Salesforce spend without sacrificing functionality.
Roadmapping
One of the most valuable aspects of our Managed Services model is long-term planning. We help you build a strategic roadmap that balances quick wins with long-term goals whether that’s launching a new product line, consolidating systems, or preparing for new Salesforce releases.
Roadmaps aren’t static either. We revisit and adjust them as your business evolves so you’re always working on what matters most.
Outcome: A living plan that keeps your Salesforce org aligned to your business goals supported by a team that’s ready to pivot and adapt as you grow.
Why It Works
Our Managed Services advisory offerings are built on a simple idea: Salesforce should evolve with your business, not hold it back. We combine technical best practices with business context, helping you get the most from the platform without burning out your team or spinning your wheels.
Whether you need a full audit, a few cleanup sprints, or a long-term growth plan, we’re here to help you make smarter decisions and turn Salesforce into a true driver of value.
Ready to move from reactive support to proactive strategy? Let’s talk.
Learn More About Partnering With Us!
Salesforce Consultant
Sadiq Rashid is a Salesforce Consultant with a BBA in Computer Information Systems and Managerial Sciences, backed by multiple Salesforce certifications. With 3+ years of experience, he excels in configuring Salesforce platforms, creating workflows and validation rules, developing and deploying process builder, page layouts, custom objects, tabs, and fields, and maintaining security and data integrity. His strong background in business logic, attention to detail, and customer service is reinforced by his previous roles as a Configuration Specialist at Palladin Technologies and a Salesforce Administrator Intern at Configero. Sadiq is passionate about learning new skills and technologies, collaborating with diverse teams, and solving complex problems. His mission is to help clients optimize their business processes and achieve their goals using the power and potential of Salesforce.
