Keep your Salesforce CRM at peak performance with regular Health Checks, ensuring it’s secure, efficient, and in line with your business objectives. Before you embark on new projects or settle into ongoing support arrangements, let our experts conduct an in-depth analysis of your Salesforce Org.
Ensure Peak Performance with Our Salesforce Health Check Services
Diagnose, Analyze, and Optimize Your Salesforce Environment
Regular health checks can reveal areas for improvement that, when addressed, prevent potential issues from impacting your business operations, thereby optimizing system functionality and contributing to sustained business growth.
Below is one of our Sample reports:
| Colour code severity | Category | Description |
|---|---|---|
| 1 | Sharing & Securities | Key security features that are in high priorities and marked with the recommendations. The Production Salesforce environment shows a score of 42% out of 100%. |
| 2 | Data Quality | Lead, account, contact data are meeting 80% of quality data. Activities are not properly tracked with status and right record. |
| 3 | Code Quality | Apex Class, Triggers, Test class - The entire code quality was evaluated, and the recommended approach was marked. |
| 4 | Non Code Technical Debt | A large number of unused Profiles, reports, dashboards, objects, fields, automations. Approximately 200 unused fields on key objects, 500 unused reports and 12 dashboards. |
| 5 | Recommended out of Features & Observations | Global Tech Ltd has an Enterprise Salesforce licence but is not using many of the features like basic duplicate management, forecasting to advanced features like Einstein built in artificial intelligence capabilities and lead scoring. |
| 6 | User Interface | User interface improvements with the latest Lightning features instead of classic like In app guidance, Dynamic fields, Related quick links, Bucketing and grouping the fields on layouts. Optimise 20 page layouts contain a very high number of fields. |
| 7 | Surveys & User trainings | scheduled user training and a survey should be conducted periodically |
| 8 | Automations | Optimise the workflows and process builders into flow. Too many workflows and process builders against key object like Opportunity |
| 9 | Storage Utilisation | Data storage and File storages |
How Do We Conduct Health Checks of Your Salesforce Org?
We utilize Salesforce’s built-in features, native apps, and a selection of third-party tools and manual methods to conduct comprehensive health checks, ensuring your CRM operates at optimum capacity.
- Salesforce Health Check Feature
- Salesforce Optimizer
- Salesforce Event Monitoring
- Security Scanner
- Apex PMD Tool
- Checkmarx Apex Code Scanner
- Permission Set Helper
- Manual Org Assessment
Best Practices
We adhere to a stringent set of best practices, ensuring that your Salesforce health check is a smooth, insightful process:
- Regular Reviews: Schedule periodic health checks to maintain system integrity over time.
- Comprehensive Coverage: Look beyond security, assessing everything from user permissions to page layouts and workflow efficiency.
- Prioritized Action Plan: Based on the Health Check score, we help you prioritize fixes and enhancements to address the most critical issues first.
- User Training and Education: We provide training to ensure that your team understands how to maintain optimal system health.
- Continuous Improvement: Post-evaluation, we suggest improvements and help implement changes that promote a robust, secure Salesforce environment.
Invest in the health of your Salesforce system. Schedule your Salesforce Health Check and take the first step towards an efficient, faster, and more secure CRM.
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