Salesforce Health Check
Receive expert recommendations that identify quick wins and long-term improvements.
The Health Check Restart Program is SMB-account focused and designed for existing Salesforce customers. All delivery is executed through our extended network of selected partners.
How It Works…
1.
Kick-Off Call
2.
Business Discovery & Prioritization
3.
Audit Business Processes
4.
Audit Technical Configuration
5.
Audit Integrations
6.
Findings & Guidance
7.
Executive Read-Out
8.
Final Wrap-Up
Deliverables
In Scope
Discovery Workshop to:
- Discuss current usage and stakeholder roles
- Identify business objectives, key pain points, and success metrics
- Prioritize areas of focus for technical audit
- Audit current state org:
- Org configuration and architecture
- Use of key features
- User management, permissions, and governance
- Automations and workflows
- Data management and hygiene
- Integrations
- Implementation, configuration, development, or training related to any findings
- Read Out Session to:
- Document and review key findings
- Share strategic recommendations for high-impact and "quick win" improvements
- Identify next steps with proposed phasing if necessary
Out Of Scope
- Apex code reviews or custom development analysis
- Detailed review of Products, Price Books, Quotes, and Orders
- Revenue Cloud or Commerce Cloud
What We’ll Need
- Customer must be an existing customer of Salesforce
- Customer will provide business overview and configuration requirement overview
- Customer will confirm participation of exec sponsor and key stakeholders during all core meetings
- Customer will provide courtesy admin access to Sales Cloud and related applications to support technical audits
- Customer will allocate 6–8 hours of meeting time with partner resources during the predefined duration of this project (20 business days)