Salesforce Platform Audit to Identify Gaps and Security Vulnerabilities for a U.S.-Based Nonprofit Organization

Expertise: Customer Relation Management (CRM) SaaS / Cloud Service Cloud Lightning Experience Customization
Verticals: Consulting
Technologies: Salesforce Service CloudSalesforce LightningSalesforce Nonprofit Cloud
Home > Portfolio > Salesforce Platform Audit to Identify Gaps and Security Vulnerabilities for a U.S.-Based Nonprofit Organization
Client Overview
People's Courage International (PCI) is one of the world’s largest worker-led initiatives, empowering migrant workers across India. Their Salesforce-powered Case Management System processes hundreds of thousands of critical cases, enabling PCI-MRC to deliver high-impact social programs across multiple states.

  • Salesforce-powered Case Management System optimized for large-scale operations
  • Advanced data governance to maintain worker data integrity
  • Enterprise Salesforce optimization to handle exponential growth
  • Salesforce Service Cloud consulting to enhance system scalability
Business Needs

People’s Courage International (PCI) required optimization for their Salesforce-powered Case Management System to sustain their exponential growth and expand their social impact efforts. Key challenges included managing high volumes of case records, enhancing data security, and ensuring system scalability for millions of workers.


  • Salesforce platform audit for comprehensive system evaluation
  • Salesforce performance optimization for large-scale operation stability
  • Salesforce role hierarchy and security to protect sensitive worker data
  • Salesforce integration with third-party systems to streamline operations
  • Salesforce case management optimization to improve case handling efficiency
  • Salesforce security best practices for regulatory complia
Strategy & Solution

Front-End:
The front-end strategy focused on improving Salesforce user adoption and optimizing the interface. The user experience was enhanced by implementing Salesforce Lightning Experience, streamlining workflows, and providing comprehensive user training.


  • User interface optimization with Salesforce Lightning
  • Salesforce custom reports to provide real-time insights
  • Comprehensive Salesforce case management improvements
  • Enhanced user experience with Salesforce Service Cloud

Backend:
The back-end strategy centered on Salesforce performance tuning and enhancing the system’s ability to manage large-scale data. This involved implementing Salesforce API integration and optimizing system performance for millions of records.


  • Optimized Salesforce platform architecture for scalable performance
  • Salesforce third-party integration with Knowlarity for helpline operations
  • Implementation of Salesforce security assessment for data protection
  • Salesforce data governance for accurate and compliant data handling

Development Process:
Flexsin leveraged its expertise in Salesforce consulting to ensure the system’s development aligned with PCI’s objectives. Customizations were made to improve Salesforce case management and enhance the system’s ability to support the mission’s rapid expansion.


  • Development of Salesforce custom reports for operational transparency
  • Salesforce performance optimization to handle large data sets
  • Scalable Salesforce cloud architecture for future growth
  • Salesforce security best practices to ensure data integrity
Business Outcomes

Through Flexsin's strategic Salesforce audit and optimization services, PCI achieved transformative results, ensuring their platform is future-ready and capable of supporting millions of beneficiaries. The platform is now optimized for security, performance, and scalability, ensuring PCI's continued success in supporting migrant workers across India.


  • 100% system reliability with zero downtime throughout the audit
  • 93% active user engagement across 200+ users
  • Scalable Salesforce platform ready to handle 10x growth
  • Advanced security frameworks protecting sensitive worker data
  • Enhanced case management efficiency with Salesforce optimization
  • Optimized performance with improved response times
  • Salesforce compliance audit completed with full regulatory alignment
  • Integration excellence with third-party system optimization
  • User adoption excellence through Lightning Experience optimization
  • Future-ready Salesforce platform supporting sustained growth
Client's Speak
We engaged with the Flexsin team to conduct a comprehensive audit of our CMS built on Salesforce, and we were highly impressed with their professionalism and rigor. Every object, field, and flow was thoroughly reviewed, ensuring a complete assessment of our environment. The team demonstrated flexibility by accommodating additional scope without compromising timelines and maintained excellent communication through structured weekly calls. Their responsiveness and clarity throughout the engagement made the process seamless. The audit was delivered on time, accompanied by insightful and actionable recommendations, giving us a strong foundation to enhance our system further.
Kapil Shah
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