What a Health Check looks like
1. First contact
Just like a doctor will ask questions when you enter their surgery, we check the background and scope of your case, so we run the right tests and not waste your time.
What is the state of your Salesforce platform?
As systems age, users identify more requirements and your business evolves, your Salesforce platform may fail to keep up: legacy elements can be left behind, your storage may be full and your processes and flows become a tangled web. All of which can slow your system and process down and introduce data disparities.
You can get a full system diagnosis from our technical doctors through a Salesforce Health Check. After a Health Check, you will know exactly the state of your Salesforce solution and what needs to be done to address any issues and seize dormant opportunities.
Your end-users are avoiding using Salesforce or finding other ways to process data. A Health Check will identify the cause of the resistance and recommend a solution.
You experience irregular errors following one of Salesforce's tri-annual releases. A Health Check will identify the source, their nature, and how they can be remedied.
Your reports are missing data or aren't running properly. A Health Check will diagnose where the issue lies and recommend the right treatment to fix reports and maintain data consistency.
You want to have a smooth transition from classic to Lightning. A Health Check will identify any potential issues with your system so you can take appropriate action.
Salesforce releases new updates and enhancements three times a year. A Health Check will identify powerful new features that can drive your business success.
Salesforce follows best practices for digital security but cannot help with user-created problems (no, "1234" is not a password). A Salesforce security Health Check will root out any security risks that users have introduced.
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