Executive Summary
LeedsSource, a leading Salesforce consultant, needed a robust monitoring solution to manage complex Salesforce environments. One of their key clients, an energy management firm, had a messy, multi-org environment that simply "could not fail."
The consultancy firm realized that traditional Salesforce error reporting was not up to the task, plus it burdened the team with lengthy troubleshooting processes.
To resolve this, LeedsSource deployed Pharos AI’s Connected Orgs functionality and immediately gained centralized dashboard visibility across all the client's environments—without modifying code. The switch also reduced error resolution times dramatically.
LeedsSource added Pharos' Flow debug view and Slack integration so it could stay in front of system issues. Today, the firm uses Pharos AI reporting to share its discoveries and insights with the clients, making for a more trusted, strategic engagement.
The Company
LeedsSource is a leading Salesforce consultancy specializing in full-scale Salesforce implementations, strategic development, and ongoing maintenance and support.
Its mission is to collaborate closely with organizations to identify bottlenecks, optimize workflows, and build Salesforce solutions that address both current needs and future growth. Serving a diverse clientele across industries such as Energy, Healthcare, and Non-Profits, LeedsSource is committed to delivering high-performance Salesforce solutions that drive efficiency and business success.
The Problem
One of LeedsSource’s key clients, a sustainable energy management firm, relies on a highly customized Salesforce environment to manage deal flow, procurement, pricing, and compliance.
Given the complexity of their Salesforce architecture—including custom UIs, multiple external integrations, and an extensive product library—it was critical that all system components functioned seamlessly. Any disruptions would cause significant breakdowns in sales and procurement operations.
LeedsSource needed a robust and proactive monitoring solution to safeguard the client’s Salesforce environment against critical errors and failures. Prior to working with Pharos AI, the LeedsSource team relied on Salesforce’s out-of-the-box reporting tools, which were insufficient for identifying and resolving errors efficiently. Troubleshooting was a cumbersome, time-consuming process, often requiring hours of investigation before pinpointing root causes.
Recognizing these challenges, LeedsSource turned to Pharos AI to enhance their ability to monitor, diagnose, and resolve system issues swiftly and effectively.
The Solution
LeedsSource implemented Pharos AI’s proprietary Connected Orgs functionality, allowing them to centralize logs and monitor multiple Salesforce environments from a single dashboard interface. This enabled them to seamlessly pass logs from the client’s Salesforce instances into their own internal Salesforce system.
By leveraging Pharos’ comprehensive log retention, LeedsSource could access historical issue records even if changes occurred within the source environment. This centralized visibility allowed the team to quickly assess and manage all issues in one place.
A key advantage of the Pharos AI platform was its ability to break down Salesforce errors in a clear and actionable format. The Flow debug view, in particular, proved invaluable for identifying and resolving deep-rooted errors within complex automation flows. Prior to Pharos, error troubleshooting often required sifting through extensive debug logs, a tedious and inefficient process. With Pharos, however, troubleshooting times were drastically reduced:
“Pharos drilled in and showed us the full root cause of a complicated flow error. It would've taken us 90 minutes or longer to dig into this on our own, but with Pharos, it was 15 seconds. It was an a-ha moment.”
Pharos also provided a built-in integration with Slack, which significantly improved LeedsSource’s ability to respond to issues in real-time. By receiving instant notifications about errors, the team could proactively address problems before users even reported them. This capability bolstered their reputation as a trusted Salesforce consultant, reinforcing their commitment to system reliability:
“Salesforce out of the box doesn't have much in terms of error reporting. Pharos definitely visualizes the pinpoint area of the problem much better than trudging through debug logs.”
Additionally, LeedsSource leveraged Pharos data to generate monthly reports showcasing the proactive monitoring and remediation efforts undertaken to maintain their clients’ Salesforce environments. This transparency strengthened client trust and deepened long-term engagements:
“We are able to show our customers the types of issues we are monitoring on a daily, weekly, and monthly basis through reports that show data from Pharos. This is really valuable as they can see what our team is doing to keep their org healthy.”
The Results
Integrating Pharos AI into its services significantly enhanced LeedsSource’s Managed Services offering, particularly within its SAMS (Salesforce Admin Managed Service) package. SAMS provides expert Salesforce administration at a fraction of the cost of in-house personnel, and Pharos’ monitoring and observability capabilities made this service even more robust and attractive to clients.
Internally, Pharos transformed LeedsSource’s approach to error management. Before Pharos, troubleshooting was reactive—issues were only addressed when customers reported them. This often led to inefficiencies, as not all reported issues were actual system failures. Pharos enabled LeedsSource to differentiate between critical errors and minor user-generated issues, reducing wasted time and resources.
By adopting Pharos AI, LeedsSource saw a drastic reduction in troubleshooting times and an overall improvement in system reliability. Its ability to proactively detect, assess, and resolve issues before they escalated significantly increased customer confidence in its services.
Ultimately, Pharos not only streamlined internal processes but also enhanced the value LeedsSource delivered to its clients, strengthening long-term relationships and reinforcing its reputation as a trusted Salesforce consultancy.
