Case Study: a U.S.-based surrogacy and egg donation agency achieves a secure, modern Salesforce roadmap with Noltic

a U.S.-based surrogacy and egg donation agency reduces duplicates and modernizes Salesforce with Noltic

The client, a U.S.-based surrogacy and egg donation agency, faced challenges with its complex and outdated Salesforce environment. Issues included a heavy reliance on soon-to-be-retired Process Builder, duplicate records from repeated applications, inefficient Apex code creating security risks, and a lack of visibility into the overall health of its org. The agency engaged Noltic to perform a comprehensive Salesforce Health Check to uncover risks and create a clear modernization plan.

Noltic conducted a detailed health check, assessing security, performance, automations, and data quality. The solution provided the client with a clear roadmap for migrating from Visualforce to Lightning and from Process Builder to Flow. The results included minimized duplicate records, improved system security and performance, and the identification of data skew and bottlenecks. Noltic delivered a data-driven foundation for modernization, giving the agency confidence to allocate resources and prepare for future upgrades.