To ensure your Salesforce system works correctly and bring you maximum value we can audit your Org and provide you with recommendations.
For small / mid systems to analyze the processes and weaknesses of the current Salesforce org
Metadata Quality Check (Checkmarx Scanner, Field Usage scanner and analyzing the results)
Data Security & Compliance Check (Checkmarx Scanner, Salesforce Optimizer and analyzing the results)
Workflows, processes, automations Check (Salesforce Optimizer and analyzing the results)
Third-party custom integrations Check (Checkmarx Scanner and analyzing the results)
Manual code and logic review on a high level
Manual review of external integrations
Data quality analysis
(optional, only if a client has Sales/Service Cloud)
Up to 4 sessions with process maintainers on the client's side
Analysis of purchased Salesforce features/ licenses and their level of usage
Analysis of purchased AppExchange products and their level of usage
Recommends, reports and roadmaps
*1 day Health Check is free of charge when you continue to collaborate with us. Otherwise, please contact us for more information.
Optional.
If there is
a necessity
For mid-size implementa-tions with a set of different Clouds and external products
For small / mid systems to analyze existing customizations and their level of scalability
For customers with highly customizable solutions with an extensive set of business processes and logical modules covered
We offer 4 types of audit
Diagnose potential and real issues in the Salesforce Org to enhance the platform usage
Receive the plan of audited item recommendations to improve the CRM strategy
Increase the return on investment by having all data clean and valid in one place