What Is A Salesforce Health Check?
A Salesforce Health Check is an audit of your Salesforce system, usually prescribed to either diagnose issues with the system (technical, business, adoption) or to understand the current state of the system before embarking on a new project.
Whether you’re banging your head on your desk trying to understand an error that the system is producing, wondering why your users refuse to adopt the system, or simply want to make sure the foundations are solid before rolling out to a new team, an audit of the existing system can give you some perspective, and highlight any current or future considerations that you may not have thought of.
Why Might I Need A Salesforce Health Check?
Technical Issues
There’s something wrong with your setup
Low Adoption Rates
Your users refuse to use the system, and you don’t know why
Planning Change
You have a project in mind, but want to understand the current state of play first
New CRM Owner
You’ve recently inherited a Salesforce org and need some context
Implementation Issues
You’re not sure if your Salesforce was set up correctly the first time around, and would like an objective review
Business Change
The business has changed, but Salesforce hasn’t and is no longer aligned to your processes
What Are The Benefits Of A Salesforce Health Check?
There are many benefits to undertaking a Salesforce Health Check. We’ll tailor the health check to meet your business and meet your outcomes, but common benefits include:
- Increased User Adoption
- Visibility of both current and future issues
- Increased ROI
What Is Involved In A Salesforce Health Check?
Health Checks are flexible in terms of their format, but a typical health check includes:
- Stakeholder Workshop(s) so that we can understand the intended business processes and current frustrations if any exist
- Technical Analysis so we can understand how the system has been configured, check whether it adheres to best practices, and notify you of any red flags or technical concerns
- Salesforce Limits Analysis so that you can be confident that you won’t hit any governor or data limits anytime soon
- Code Review if you have Apex code or other custom development in your Salesforce instance. We’ll not only give you an idea on the quality of the code but also let you know what it’s doing if you’re unsure!
- A Findings Report so that you have a written record of our findings and recommendations
How Do We Get Started?
Simply fill in our enquiry form on this page, and we’ll contact you shortly to arrange your free consultation.
Frequently Asked Questions on Salesforce Health Checks
I recently joined a new business and am responsible for their Salesforce instance. I'm a bit out of my depth, can you help?
My Salesforce users are reluctant to adopt the system, how exactly can a health check help?
We often come across adoption issues with existing Salesforce customers. Sometimes this is due to the system not being set up correctly, but often there are outside considerations such as a lack of training, a low level of understanding in the business, or perhaps just the fact that there is no executive sponsorship/ownership of the system.
Adoption is the most important aspect of any successful Salesforce implementation. There’s no point in having the slickest Salesforce org in the world and having nobody use it.
We’ll focus on adoption red flags as part of the health check, and make some recommendations on how adoption can be helped.
P.S.-We have a free e-book on adoption if you’re interested: Click Here To Download Our Free Salesforce Adoption e-book.
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