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
-
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
-
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)