Salesforce Health Check

Vermont Gas Systems (VGS)

A strategic Salesforce Health Check delivers a scalable data model, improved governance, and long-term platform confidence.

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Two natural Gas Stove Elements Burning Flames

Energy Services | Vermont | B2B & B2C | ~140 Employees

Key Improvements

Salesforce Health Check identified structural risks and scalability gaps

Redesigned data model aligned to Salesforce best practices

Improved data quality and governance with minimal business disruption

The Challenge

Vermont Gas’s Salesforce environment had grown organically over time without centralized governance. Customizations made to support immediate business needs, particularly within the Opportunity object, introduced long-term risks related to data fragmentation, clarity, and scalability. As the organization looked ahead, these limitations made it increasingly difficult to rely on Salesforce as a clean, scalable system of record.

Pain Points

Opportunity object over-customized to store non-opportunity data
Increased maintenance effort and technical debt
Risk of inconsistent or fragmented data across the platform

Requirements

A clear assessment of Salesforce health and risk areas
A scalable data model aligned to standard Salesforce lifecycles
Governance controls that improved data quality without disrupting users

The Solution

Diabsolut partnered with Vermont Gas to address several Salesforce issues following a recent data migration, including correcting field mappings, improving page layouts, and stabilizing newly introduced objects such as Equipment, Feasibility, and Meter Details. To further streamline workflows and resolve inconsistencies across Opportunities, Accounts, Contacts, and key automations, Diabsolut conducted a comprehensive Salesforce Health Check evaluating the organization’s architecture, configuration, and governance. The assessment delivered prioritized recommendations, and Diabsolut worked closely with Vermont Gas to implement high-priority improvements focused on strengthening governance and optimizing the data model.

Products reviewed & Services delivered: