Salesforce Audit and Best Practice Alignment for Delta Dental
About the Customer
Delta Dental is the largest dental insurance provider in the United States, serving more than 85 million members through a nationwide network of 39 independent companies. Founded in 1966, the organization is part of the Delta Dental Plans Association and operates across all 50 states, the District of Columbia, and Puerto Rico. With a mission to improve health by increasing access to quality dental care, Delta Dental is recognized for its strong focus on trust, service, excellence, and innovation. The organization partners with individuals, employers, and providers to deliver affordable dental coverage while investing in community health programs through the Delta Dental Community Care Foundation
Client’s Challenge
Although Delta Dental had mature Salesforce implementations, the leadership team wanted an external review to:
- Validate their internal assessment of Sales Cloud and Marketing Cloud.
- Ensure licensing, permissions, and security controls followed Salesforce best practices.
- Uncover overlooked risks that could impact scalability, compliance, or system reliability.
Solution
MagicFuse delivered a structured Salesforce audit leveraging the Elements.Cloud diagnostic platform alongside expert consulting review. The assessment covered both Sales Cloud and Marketing Cloud, highlighting areas already aligned with best practices while uncovering risks and opportunities for improvement.
Key outcomes included:
- Confirmation of strong data, file, and API management in Sales Cloud.
- Identification of governance and security gaps, such as license capacity and excessive admin access.
- Actionable recommendations to streamline permissions, modernize processes, and strengthen compliance controls.
Technologies
Salesforce Sales Cloud
Salesforce Marketing Cloud
Elements.Cloud
Cooperation Results
Validated Salesforce configuration across Sales Cloud and Marketing Cloud.
Highlighted critical risks in licensing, governance, and security.
Delivered a prioritized remediation plan to ensure long-term stability and compliance.
Do you have Salesforce Challenge and looking for a reliable solution?
Our Team is ready to deal with your task.
We kindly
welcome you
Ross Kurhanskyi
VP of Business Development
