CONSULTANTS
Navigate any Salesforce org with confidence
Coming into a new client’s org is often like navigating through the wilderness with now compass or map. oAtlas changes all of that. With just a few clicks, you can get a high level overview of how the org was built and how it’s being used. Then, on any area of the org, drill down for more details.
Quickly and seamlessly get a map (“data dictionary”) of the org you are working on. With just a few clicks, see how the org is built and how it’s being used. You’ll understand what areas of the org are the building blocks, which areas are rarely used, and even what users use each area the most. Armed with this info, you’ll be ready to dive in and make changes, offer recommendations to your client, design new solutions, or simply provide a high level overview document to your client on the current build.
Once you have the lay of the land, your client may be looking to “clean up” their org. oAtlas provides powerful out of the box tools to help you identify technical debt across many areas of the org. Use our pre-built tools to identify areas for removal, then drill-down into each to perform an impact analysis across the org.
Not only does oAtlas provide a high level overview of the org, it gets down into the nitty gritty details. For example, with a single click you can export all of the permission data (Profiles and Permission Sets) in the org. Performing a system audit for a client has never been easier.
Leaving documentation behind is often a difficult and time consuming task. With oAtlas, keep the documentation where it belongs, right in the Salesforce org itself. oAtlas makes org documentation straightforward and simple, tying the documentation directly to every part of the org that it’s for. Whether it’s for the client or for other members of your team who may work on the org in the future, everyone will be on the same page and informed of how the org was built and why.
Consultant Pricing
We offer a variety of options for our consulting partners.
The standard model is a sizeable revenue sharing agreement that is a win-win-win for us, you, and your clients. With this model, you get the power of oAtlas to quickly get up to speed on new client orgs, and your client is left with an invaluable tool to document and manage their org.
Want to make oAtlas the ‘standard’ option for any client you do business with? We offer customized packages for this kind of resell model. Drop us a line and we can discuss.