LevelShift Delivered a Scalable Sales Cloud Foundation for 35% Faster Growth

Our client is one of the largest independent, community-based blood centers in the United States, dedicated to supporting life-saving transfusion services, groundbreaking research, and vital public health initiatives. Within their organization, Salesforce serves as a mission-critical platform for managing donor engagement, stakeholder relations, and extensive educational programs. Because their work directly impacts public health and patient outcomes, maintaining high system usability and seamless data access is essential to fulfilling their life-saving mission.

Our client faced significant operational friction as their primary CRM platform became increasingly difficult to navigate and maintain.
The following challenges were identified across five functional areas and multiple applications, including Sales Cloud and Nonprofit Success Pack (NPSP):

• Excessive interface complexity: Users struggled with cluttered, overly complex page layouts, making it difficult to locate relevant information and negatively affecting overall productivity.
• Administrative overhead: System administrators were burdened by a tangled web of legacy profiles, page layouts, and permission sets, which slowed updates and led to errors.
• Inconsistent user experience: Disparate configurations across various departments led to significant onboarding delays and persistent data access gaps for staff.
• Declining user adoption: The lack of a streamlined, intuitive interface led to a surge in support tickets and a drop in system engagement across the organization.
• Stagnated scalability: The growing complexity formed a rigid environment that could no longer adequately support the client’s changing business needs or public health efforts.

To address the architectural complexity and improve system usability, we implemented a structured approach to streamline the client’s security model and user experience. Our focus was on cleaning up the existing configuration to better support their daily mission.

The following solutions were implemented:

• In-depth discovery and documentation: Conducted a thorough assessment across all functional groups—including Sales, Education Resources, CCS, Stakeholder Relations, and NPSP—to document how different users interact with the system.
• Redundancy identification: Analyzed the existing setup to uncover overlapping profiles, inconsistent permission assignments, and page layouts cluttered with non-essential fields.
• Standardized permission strategy: Designed a cleaner security model that reduced the dependency on complex profiles and moved toward a more manageable, permission-set-driven approach.
• Role-based layout alignment: Redesigned and rationalized page layouts to ensure each user role sees only the information and fields relevant to their specific responsibilities.
• Sandbox implementation and testing: Updated object access and record types in a sandbox environment, performing thorough functional testing to validate improved usability and access accuracy.
• Production deployment and support: Deployed the optimized configuration to the live environment, providing post-deployment monitoring and user enablement to ensure a smooth transition.
• Scalable foundation: Established a future-proof framework that reduces long-term technical debt and simplifies the process for onboarding new users and auditing the system.

We transitioned the client from a profile-heavy model to a scalable, permission-set-based framework. This alignment with Salesforce best practices reduced long-term technical debt and simplified audit readiness.

The redesigned foundation now supports future enhancements, including automated onboarding with Permission Set Groups, streamlined provisioning via Flow, and tighter alignment with compliance.

Below are the key achievements:

• 30% reduction in system navigation time: End users completed daily tasks more efficiently thanks to streamlined profiles, permissions, and page layouts.
• 50% decrease in troubleshooting time: Enhanced documentation and a clearer system structure allowed technical issues to be resolved twice as fast.
• 40% faster user provisioning: Standardizing the security model reduced the steps required for onboarding, enabling new users to get started faster while decreasing support tickets.
• 20–40% administrative time savings: System administrators saved significant time on ongoing maintenance due to reduced configuration complexity and a standardized security model.
• 35% faster system scaling: The streamlined architecture provides a flexible foundation that enables much faster scaling as the organization’s needs evolve.
• 25% decrease in data access errors: Strategic security improvements ensured more accurate access controls, directly improving data integrity across the platform.