Why Conduct a Salesforce Org Assessment
What's In Your Salesforce Org Today?
After years of sys admins, consultants, and quick fixes — do you actually know what's in your Salesforce Org? We give you full visibility into your org's data/metadata, security, customizations, automations, integrations, and overall technical health.
Over-Configured Complexity: The Hidden Cost
Too many objects, fields, page layouts, record types, Apps, stale records, unused related lists, outdated picklists, multitudes of Reports/Dashboards, etc. - We can identify and recommend what data/metadata needs to be archived, cleaned, merged, or deleted.
Security: OWDs, Sharing Rules, Users, Profiles, Permission Sets
A comprehensive security audit of active/inactive, users, profiles, permission sets, OWDs, sharing rules, field-level security, login history, etc. — flagging over-provisioned access and compliance gaps to be in-line with your overall IT security policies.
Legacy Apex, Apps, Managed Packages, Automations, etc.
Analysis of all Apex Classes, Triggers, Visualforce Pages, Workflow Rules, Process Builders, Lightning Web Components, etc. — identify technical debt and outdated customizations in favor of the latest OOB (out of the box) Salesforce tools, features, and functionalities.
Org Documentation
Generating complete documentation of your Salesforce Org that not only logs and tracks the history of the Org but identifies areas for needed improvement and makes recommendations for better overall performance.
Salesforce License Audit
Salesforce Clouds and licenses come with hundreds of OOB features and functionalities with new enhancements each release (3X per year). We breakdown every cloud, license, and feature available and display quantities, users, and activity.
Salesforce Org Assessment Methodology
Step 1: Data/Metadata
Extract Data/Metadata From Your Salesforce Org Via Sandbox:
- Organize Visually for Easy Understanding
- Prioritize by Importance and Severity
- Highlight Effectiveness and Overall Usage
- Summarize Quick Fixes and Long Term Remediation
- Recommend Technical Debt Archiving and Retirement
Step 2: User Workshops
Understanding "A Day in the Life" of a Salesforce User:
- Identify and Schedule Salesforce User Workshops
- Capture User "Clicks" and Processes
- Highlight User impediments and Successes
- Document Automation and Process Improvements
- Recommend OOB Replacements and Upgrades
Step 3: Salesforce Cloud and License Audit
Audit and Understand Current Salesforce Contract:
- Identify Clouds, Licenses, Features, Add-ons
- Active vs Inactive Users, Features and Functionalities
- Highlight OOB (out of the box) Enhancements
- Retire Custom and Legacy Configurations
- Recommend ROI improvements and Cost Savings
Salesforce Org Assessment Deliverables
Org Data and Facts
Org Recommendations
Org Recommendations
Your Salesforce Org data/metadata is organized, displayed, and summarized for easy understanding and review.
Org Recommendations
Org Recommendations
Org Recommendations
Our recommendations with cadence, complexity, and benefits provide a road map for future Salesforce Org clean-up, enhancements, and overall hygiene.
Executive Summary
Org Recommendations
Executive Summary
We summarize and deliver an Executive presentation to help guide future business and data-driven decisions.
Our Partners
