NEWTechBubble now offers AI-services across Claude, Perplexity & Gemini See how it works →
Back to Case Studies

LaunchIT – Salesforce Service Cloud Health Assessment

TechBubble conducted a comprehensive Salesforce Service Cloud assessment for LaunchIT to evaluate platform performance, governance, security, and scalability. The engagement identified optimisation opportunities, strengthened security controls, and provided a strategic roadmap to maximise the value of the existing Salesforce environment.

2k+
BUSINESS USERS
70%
SALESFORCE ORG ASSESSED
SALESFORCE
SERVICE CLOUD HEALTH CHECK
Background

Salesforce Service Cloud Performance Assessment

The project involved a detailed analysis of LaunchIT's Salesforce Service Cloud environment to assess platform health, configuration quality, governance, and overall performance. TechBubble reviewed the Salesforce org architecture, security model, automation, integrations, user roles, profiles, and permissions to identify optimisation opportunities. The assessment delivered actionable recommendations to improve system performance, scalability, and long-term platform governance.

No case study image
The Challenge

Optimising an Existing Salesforce Environment

As Salesforce adoption expanded, maintaining an efficient, secure, and scalable Service Cloud environment became increasingly important. Existing configurations, automation, and governance practices required review to ensure the platform continued to support business growth and operational excellence.

2,000+
Business users
Salesforce
Service Cloud
Critical
Platform optimisation
01

Platform Performance Constraints

The Salesforce environment contained configurations that impacted overall platform efficiency and user experience.

02

Inconsistent Security Configuration

User roles, permissions, and access controls required review to strengthen governance and reduce security risks.

03

Underutilised Automation

Existing business processes relied on manual activities despite opportunities to leverage Salesforce automation capabilities.

04

Limited Governance Visibility

The organisation required greater insight into platform health, scalability, and long-term administration practices.

Our Solution

Salesforce Service Cloud Health Assessment

TechBubble performed a comprehensive assessment of the Salesforce Service Cloud environment, reviewing system configuration, automation, security, integrations, and governance. The engagement identified improvement opportunities across platform performance, administration, and user management while providing practical recommendations for future enhancements. The resulting roadmap enabled LaunchIT to optimise platform utilisation, strengthen security, and improve overall system reliability.

1

Discovery & Assessment

Week 1-2

Reviewed the Salesforce environment, engaged key stakeholders, and documented existing platform architecture, configurations, and business processes.

DiscoveryOrg ReviewPlanning
2

Platform Analysis & Validation

Weeks 3-7

Evaluated configurations, security, automation, integrations, and governance while identifying optimisation opportunities across the Service Cloud environment.

Configuration ReviewSecurity Assessment
3

Recommendations & Optimisation Roadmap

Weeks 8-10

Delivered assessment findings, prioritised improvement initiatives, and presented a roadmap for platform optimisation and future scalability.

Health ReportRecommendations
Technology Stack

Technology

Salesforce capabilities and assessment areas evaluated during the engagement.

S

Salesforce Service Cloud

Customer service platform

S

Security & Access

Roles, profiles, and permission sets

A

Automation

Flows and business process optimisation

I

Integration Review

Connected enterprise systems

R

Reporting & Analytics

Platform insights and governance

P

Performance Assessment

Scalability and system optimisation

Client Testimonial
TechBubble provided a detailed assessment of our Salesforce environment that highlighted practical opportunities for optimisation. Their recommendations have given us a clear roadmap to improve platform performance, strengthen governance, and support future business growth.
Salesforce Platform Manager
LaunchIT

Our Practice Areas

Deep Expertise Across 5 Platform
Practices

We've built a culture where talented people do the best work of their careers — and have fun doing it.

ServiceNow

Cross-functional teams working across geographies, sharing knowledge and lifting each other up.

Salesforce

Comprehensive implementation across Sales, Service, Marketing, Commerce, Health & Education Cloud — plus Omnistudio and Vlocity.

Microsoft

Azure, Microsoft 365, Power Platform, and Dynamics — cloud migration, integration, automation, and enterprise governance.

SharePoint

SharePoint Online, Server & Power Platform integrations — collaboration, document management, and workflow automation.

Custom & AI Apps

Java, D365, React, Mobile (iOS/Android), AI/ML, Python — custom solutions built to your exact requirements.

Ready to be our next success story?

Let's discuss your requirements and how we can deliver measurable results for your enterprise.

Talk to Us

Ready to achieve similar outcomes with LaunchIT?

Tell us about your challenge and we'll respond with a tailored approach within 4 business hours.