Salesforce Assessment, Health Check & Remediation
Overview
The Salesforce Assessment, Health Check and Remediation service is designed to let you know if your Salesforce implementation is evolving in alignment with business and Salesforce platform capabilities.
How to Request Service
Contact your IT Director or Agency IT Portfolio Manager or submit a ticket in the Customer Service Portal below.
Customer Benefits
Meet Customer Needs
Optimizes Salesforce to meet ever-changing customer needs
Regular Updates
Updates current Salesforce platforms to mirror latest industry changes
Health Checks
Health checks for your Salesforce platform
Service Description
Adaptable assessment of agency Salesforce ecosystem to ensure alignment with business needs
The advance health assessment services focuses on challenges with your implementation requiring frequent troubleshooting with process or data issues. This health assessment service can be tailored to meet your needs depending on the problem area you want to attack first.
Basic (two days): Surface-level assessment of risk, performance and adoption
The basic health assessment focuses on surface-level assessment of risk, performance and adoption. A certified Salesforce consultant will run the Salesforce Health Check tool to compare your organization’s security and system configuration with Salesforce’s standard baseline. We will also identify risks with reaching system limits and create reports to measure user adoption.
Standard (two weeks): Detailed review of all customizations to determine the amount of technical debt
The standard health assessment service focuses on your implementation and compares it with industry best practices. We will start with a checklist to compare your system setup with Salesforce’s best practices in the following areas:
Standard/custom object schema – data storage, field, lookup limits
User security standards – role hierarchy, profiles
Apex code quality and standards
Process builder & flow development standards/documentation
Visualforce page structure – opportunities to convert to lightening pages
Integration check – identify opportunities to enhance user experience by integrating with other systems & products you use
Lightning readiness – determine if you are ready to make the switch to Salesforce’s new user experience
Advanced (three or more weeks)
Modernization opportunities and data quality improvements in addition to a detailed review of all customizations
Related Services
Customers can mix and match Salesforce capabilities to meet business needs - capabilities are not individually priced. See service costs for more information. Salesforce Platform Services are required before any of the other services or platform capabilities can be utilized.
Customer Responsibilities
The project to remediate all uncovered issues and/or areas for optimization are out of scope for this service offering.
Service Notes
Visit the Salesforce Colorado Program website for more information.
Service Owner
Service Levels
Priority 1 High and/or Service Outage: Goal is to resolve within four hours
Priority 2 Medium: Goal is to resolve within 24 hours, but no more than three business days
Priority 3 Low: Goal is to resolve within five business days, but no more than 10 business days
Service Support
How to Get Help
Call 303.239.HELP
Submit a ticket in the Customer Service Portal
Hours of Support
Monday-Friday, 8 a.m. to 5 p.m, excluding holidays
After hours service support may be required to meet communicated milestone dates or for technical guidance during the post go-live period.
24/7 Major Incident Management
Call 303.239.HELP
Access a live agent via Customer Service Portal Chatbot
Service Costs
View detail on current utilization here: OIT Common Policy Real-time Billing website
Rates for this CRM services include Personal Services for deployment which can come via Common Policy or via vendor services. OIT has a master contract with Salesforce for platform licensing at a significant price reduction.
Personal Services are individual resource hours charged via common policy for consultation, implementation, and education services. These services are charged back at the rate shown at the top of the page. A service engagement will utilize a mix of 2906-1 (Enterprise Salesforce Services (ESS) Technical Architect/Application Designer), and 2906-2 (Enterprise Salesforce Services (ESS) Developer/Administrator) to provide the desired customer outcome.
Platform Services are required and estimated at $18,048 per org per year.
Basic Assessment is estimated to cost $1,504.
Standard Assessment is estimated to cost $7,520
Advanced Assessment is estimated to start at $11,280