Toptal streamlines Salesforce operations for global nonprofit through platform modernization.
A global nonprofit partnered with Toptal to address technical debt and improve its Salesforce environment, reducing operational inefficiencies caused by a poorly implemented system.
Client
A Colorado-based Christian nonprofit supporting families with teaching and resources on marriage and parenting.
Employees
Revenue
Industry
Nonprofit OrganizationsDelivered Services
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Schedule a CallChallenge
A previous vendor’s Salesforce implementation left the nonprofit with fragile architecture and overly complex processes. Internal teams relied on manual workarounds, while persistent technical issues slowed daily operations and made system updates difficult.
Solution
Salesforce Architecture Optimization
Toptal assessed the existing Salesforce environment to identify technical debt and architectural weaknesses, then refactored complex Apex logic and improved data models to simplify processes without requiring a disruptive system rebuild.
Business Process Automation
Working with stakeholders, Toptal refined Salesforce automation and addressed inefficient workflows using the platform’s existing capabilities, prioritizing incremental improvements that supported daily operations.
Outcome
Improved Operational Efficiency
The streamlined Salesforce environment reduced manual work and accelerated everyday tasks, allowing internal teams to complete processes more efficiently while making system changes easier to implement and understand.
Restored Platform Confidence
A more stable, maintainable Salesforce environment encouraged employees to rely on the platform rather than work around its limitations, while creating a stronger technical foundation for expanding the nonprofit’s offerings.
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