Salesforce Assessment, Health Check & Remediation

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.

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

Modernization opportunities and data quality improvements in addition to a detailed review of all customizations