Summary

Nebula, a boutique Salesforce consulting partner, uses HappySoup to bring understanding, speed, and confidence to their work with clients. By using HappySoup to map automations, understand dependencies, and uncover how processes evolved over time, their team can work faster, make safer changes, and strengthen the trust that’s core to their business.

About Nebula

Nebula is a boutique Salesforce Partner that helps businesses get the most out of their Salesforce platforms, from Sales and Marketing Cloud to Revenue Cloud.

We spoke with Dan Beer, Head of Development at Nebula, who shared how he and some of his colleagues use HappySoup to navigate complex client orgs and ensure every change they make truly adds value.

Guided by their values of Collaboration, Trust, Empowerment, and Flexibility, Nebula’s mission goes beyond just implementing technology. They aim to be trusted advisors, helping customers understand and manage their own systems confidently.

Each client is different, with unique business models, configurations, and layers of historical changes, so having a deep understanding of every Org they work on is a requisite.

“Being a trusted advisor means knowing more than just Salesforce. It requires a deep, functional understanding of our customers' Org and how every piece of metadata interacts.”

Before HappySoup: A Time-Consuming and Risky Process

Before adopting HappySoup, Nebula’s team faced a common challenge among Salesforce partners: understanding how an org really works under the surface.

Whenever a client asked something like “Where is this field used?” or “What process updates this data?”, the process to find answers was slow and technical.

Developers had to download large amounts of metadata from the client’s org and manually search through it using development tools like VS Code. This approach was:

• Time-consuming: Taking hours or even days to locate where certain fields or automations were being used.
• Inconsistent search results: Queries sometimes returned false matches or outdated components, such as deactivated flows.
• Exclusive to developers: Only technical team members could perform this kind of analysis, leaving consultants dependent on them.
• Risky for client trust: Without quick, reliable answers, it was harder to appear confident and in control of the org’s inner workings.

As Dan explained:

“It’s one of those processes that everyone used to hate doing. Long, manual, and left no room for error.”

This meant that Nebula’s ability to advise clients confidently was sometimes limited by how long it took to understand what was happening in their systems, a serious problem for a company that values being trusted and adaptable.

After HappySoup: Understanding, Confidence, and Cleaner Orgs

HappySoup changed the game for Nebula’s team.

Now, instead of relying on manual searches and technical scripts, they can instantly visualize how automations, fields, and processes connect inside a client’s org.

This not only saves time, it empowers the whole team, not just developers, to explore and understand the systems they manage.

Dan shared a great example:

“A customer once asked us how a specific field was updated and whether they were still using it. With HappySoup, we could immediately see every place that field was referenced. Which flows, which record types, and in what situations it was being updated. From that, we realized the process was doing nothing useful anymore. We were able to safely remove it, reducing technical debt and simplifying their system.”

This story shows the real value of HappySoup:

• Faster analysis: What once took hours now takes minutes.
• Fewer errors: No more false positives or overlooked components.
• Empowered consultants: Non-developers can confidently explore dependencies themselves.
• Simpler, healthier orgs: Unnecessary processes are identified and cleaned up.
• Restored client trust: Nebula can now explain with confidence why a process exists and how it works.

As Dan put it:

“We’re like archaeologists in a Salesforce org: We can see the history, how things evolved, and what needs cleaning up. HappySoup makes that possible.”

The Outcome

By using HappySoup, Nebula has transformed a painful, developer-heavy process into a collaborative, transparent workflow that aligns perfectly with their values.

They can now:

• Work faster and more efficiently,
• Empower consultants to participate in org analysis,
• Clean up systems with confidence,
• And, most importantly, strengthen trust with clients.

HappySoup has become the bridge that helps Nebula turn its mission into action, giving clients true visibility and control over their Salesforce orgs.