ASSESSMENT, HEALTH CHECK AND REMEDIATION
Salesforce is a cloud service, which means the software is constantly evolving. Within organizations, the needs of users, business processes, and data are also constantly changing. That is why it is very important to take a step back and periodically assess the health of your existing Salesforce ecosystem.
Do you know if your Salesforce implementation is evolving in alignment with the business and Salesforce platform capabilities?
ASSESS AN EXISTING SALESFORCE SYSTEM
Here are some questions that will help you determine if you need to assess the health of your existing Salesforce instance.
Has the user adoption gone down significantly over time?
Do you have a lot of duplicate contacts and accounts that need constant data cleanup?
Are users noticing errors because processes time out or are hitting governor limits?
Are you not sure if all users have the right security setup?
Are you not sure how some of the new Salesforce features can help your organization?
If you answered yes to any of the questions, you are probably in need of a health assessment. Smartbridge offers three tiers of health assessment services to meet your business requirements.
Surface level assessment of risk, performance, and adoption.
Best for: Small organizations with limited customization or larger organizations with heavy customization who want to get the lay of the land before taking up a detailed assessment.
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.
Detailed review of all customizations to determine the amount of technical debt.
Best for: Mid to large organizations with many customizations.
Do you have a lot of technical debt accumulated over the years? In some situations, certain necessary work can be delayed in the rush of meeting deadlines. Just like monetary debt, technical debt can accumulate interest. Interest in this case is the increasing difficulty in implementing subsequent changes. Smartbridge’s standard health assessment service focuses on your implementation and compares it with industry best practices. Our team of experts 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
Visual force 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 – are you ready to make the switch to Salesforce’s new user experience?
Determine opportunities for modernization and data quality improvements in addition to a detailed review of all customizations.
Best for: Mid to large organizations with performance and data quality issues.
Do you have challenges with your implementation requiring frequent troubleshooting with process or data issues? Our health assessment service can be tailored to meet your needs depending on the problem area you want to attack first. Here are some of the areas we help our customers assess in their Salesforce organization:
Business Process Review
Is your Salesforce Org designed to support current business processes? Are there opportunities to optimize your processes?
Is your data clean, deduplicated, and usable? Does your data need cleansing? Do you need additional automation or process changes to avoid data corruption? Do you have a proper data governance structure in place?
Are there certain areas/features used more than the others? Are some of the users/territories completely avoiding Salesforce and creating data silos?
Are you taking advantage of the latest productivity-enhancing features of Salesforce? Remember, there are 3 releases every year. It is not easy to stay on top of what’s new!
Request Your Salesforce Health Check > > >
The size and cost of a standard or advanced assessment vary based on the organization’s size and complexity. Specifically, the number of objects, users, processes and other code artifacts available in your organization can greatly impact the time it takes to complete a detailed assessment.