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Salesforce Health Check


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Do you go for a health check-up every year? If yes, that’s great. If not, then if are over 40 years then you should. As we know “Health is wealth”. Similarly, for your Salesforce CRM to be ship – shape like you, it needs an audit every 6 months what is known as “Salesforce Health and Process Check”. This Salesforce Health Check locates areas where best practices and standard functionality are not being deployed adequately.  It’s the best way to discover if your CRM is working well for you. 

In order to gauge if your Salesforce version is working optimally for your business, ask yourself these four questions before the Salesforce Health Check: 

  • Is your current Salesforce version in sync with the company expansion and business initiatives? Salesforce gives users the power to configure various components- data, metadata, and infrastructure. This option of configurability is an important tool to mould the technical layout needed for your business to run smoothly. Some important questions to consider are:  How will you deploy Salesforce across units? Will you deploy across the world? How will the information flow between orgs? 

  • Where does the company stand in terms of technical debt?  This is important to assess as the company expands, new projects are taken up, and performance has to be better as well as with more functionalities to ease the day-to-day work. So it’s good to ask yourself the following questions: Is Salesforce being used as much as it should be?  The level of customization undertaken? How much time is taking for deployments/migration? Is your custom code efficient and scalable?

  • Does the company have a clear and documented development, release, maintenance, and training cycle? The success of Salesforce hinges on the support structure to manage various facets such as program management, change management, release management, and so on. In order that you have a management system that is equipped to handle everything smoothly, ask yourself: Are the relevant teams in sync with IT? How do you gather feedback to make sure the initiatives align with priorities? What steps are defined to handle risks at all stages of the software creation lifecycle?

  • Is your Salesforce version optimized for your business as per your needs? The better integrated it is with your business processes/cycles, the better the benefits for the business. Creating a center of Excellence results in cost-saving by employing best practices and reduces risks through gap analysis. Ask yourself if the IT and business teams are able to prioritize requests? With the current resources and complexity in your kitty, are you able to satisfy the demands of your ever-increasing business needs? 

So now you should start a 6-month salesforce health check on a regular basis to ensure that your investment in the world’s best CRM is paying dividends for you. If not, effective and remedial action is called for to ensure the same takes place. Call us today for a health check for your CRM / Salesforce. 


About the Author

Mohit Sharma

Mohit is Practice Lead, 4x Certified Salesforce Consultant, Salesforce trainer, blogger, writer, and full-time husband. With over 8 years of experience implementing Salesforce, and an obsession for innovation, ready to tackle any new project that comes his way.

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