Salesforce Platform combines the most important business processes in one intuitive tool. However, to get the most out of it, the Salesforce Platform needs to be properly configured and adjusted to users’ needs. Continue reading to find out how to ensure that your instance is in the best shape possible, and your platform is in line with guidelines and best practices of the Salesforce Org Health Check.
The first step is easy, and you can do it entirely on your own. We have prepared three interactive demos to guide you through the main configuration procedures. These online guides consist of a few simple steps and a check to see whether your instance is aligned with Salesforce good practices and recommendations. In case it’s not, additional setup requirements are suggested. By following our instructions, you can avoid the most common mistakes and configure your system properly.
What will you gain?
By taking the first step, you can find out whether your instance is in line with Salesforce good practices and recommendations.
The audit is a deeper dive into the health of your Salesforce instance, both from the technical and business perspective.
What’s your effort?
Our offer is free of charge. The only thing that you need to be prepared for is to devote some of your time. Is it worth it? You bet it is!
For the self-assessment part, we have selected three native Salesforce maintenance tools for you.
Those are as follows:
- security Health Check that gives suggestions on how to improve the security of your instance;
- Optimizer that analyses over 50 metrics of your Salesforce, shows its findings and provides recommendations on what to do with each one of them;
- Lightning App Builder – Page Analysis that assesses page performance based on all visible standard and custom components on the page.
Below, you can find three buttons. By clicking the given button, you will be redirected to the demo of the selected Salesforce tool. We recommend that you go through all three as a part of the same maintenance routine. However, you can do it in any order, and whenever you want. It shouldn’t take more than a couple of hours.
The self-assessment part addresses the majority of your setup concerns and challenges. However, there is always more that can be done – especially when a human factor, a business context, and an architect expertise are added to the process. Therefore, Craftware offers you a free-of-charge tailor-made audit of your Salesforce instance. It is performed by our senior experts and long-time practitioners in this field – a Salesforce Architect and a Salesforce Consultant.
What does the process look like?
The Salesforce Health Audit consists of a discovery call, an analysis of your system and a high-level overview of areas that you would particularly like to receive recommendations on. The process ends up with a summary meeting where we present our conclusions in the form of a report.
The analyzed areas cover everything from security, performance, user adoption and technical debt, and much more. The data, conclusions and our recommendations are then displayed in a form of a report under four pillars: Data Model, Automations, Security & Compliance and Apex. For each metric we provide the following:
- A grade based on your score (from Very Poor to Excellent)
- What we have found in your org
- What you should do about it
- Recommendations and resources to learn more
Based on our experience, we believe that with this Salesforce Sample Audit we can already give plenty of value, while still not taking an abundance of your time. We estimate that your time dedication to this process should not exceed 4 hours in total. It is us who do all the work behind the scenes. We estimate that the whole process can close within 5 working days.
Are you wondering if this is for you?
We have created this offer for those Salesforce users who want to make use of the Platform potential fully and are ready for some time commitment.
The process requires your openness and engagement on your side. The more we understand, the better we can assess your business needs regarding your Salesforce toolset capabilities.
Why should you do a health check audit?
- Analyse your Salesforce data and processes from both the business and technical points of view.
- Review all the third-party systems and apps to check if they are integrated into Salesforce properly.
- Find and analyse errors and bugs.
- Provide a report with data describing a current state and suggested areas for optimisation of your Salesforce platform.
- Give tips on how to use Salesforce based on good practices and industry knowledge.
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- Initial discovery and workshops
- Discussing pain points and challenges
- Questionnaires and documentation
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- Tests and benchmarks using our toolset
- Deep analysis of current Salesforce configuration
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- Metrics and grades
- Recommended transition approach and impact analysis
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- Final workshop and report presentations
- Next steps and actions
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Senior Solution Architect
A seasoned architect and consultant. An experienced CRM evangelist with extensive Salesforce knowledge. A business analyst and a big fan of cloud computing. Over 12 years of experience in the implementation and administration of CRM systems.
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Senior Salesforce Consultant
He has been gaining his experience in the Salesforce ecosystem since 2016. +5 years of sales experience combined with his passion for analysis, and quite an intense (love-hate) relationship with Salesforce, helped him fulfil his ambitions as a Salesforce Consultant in Craftware. Marek works mostly with mid-market companies and enterprises, both in the implementation of their projects and at the pre-design stage. A certified Salesforce Admin and a cloud solutions evangelist.
