Health Check

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WHY SALESFORCE HEALTH CHECK?

As with most technology, updates and new developments are constant. Salesforce is no different. With Salesforce as an essential part of your organization, checkups are important to ensure your platform continues to function at its highest level.

BUSINESS LOGIC

New Salesforce Releases

It is recommended that Salesforce undergo regular systems check everything six months due to frequent updates on new features, regardless of its tenure with your company. The CloudQ Health Check will keep your platform up to date with the latest changes.

User Adoption

A recent survey shows that 59% of CRM implementations lack user adoption. This is a pricey consequence, however, it’s one that can CloudQ will help you to overcome with training and process revisions.

Data Security

It is recommended that a company should review its data security during staff changes. This includes login processes and system reviews. CloudQ will devise a system for you to follow to ensure your security requirements are met.

Accurate Reporting

When you’ve put a lot of time and effort into implementing and customizing your CRM, don’t let messy data influence your system, compromising its effectiveness. As part of the implementation process, CloudQ provides a system to prevent this, however, we can also help companies post-implementation to ensure accurate reporting.

SALESFORCE HEALTH CHECK CHECKLIST

Feature Personal Edition Contact Manager Group Edition Professional Edition Enterprise Edition Unlimited and Performance Edition
Active lookup filters per object 5 55 5 5 5 5
Custom fields per object 5 25 100 100 500 800
Custom big objects 100 100 N/A 100 100 100

MANAGEDSERVICES PACKAGE:

Even ignoThe average salary for a full-time Salesforce Administrator or Developer is $87,000+
ring the costs of recruiting, hiring, onboarding and retention — building and maintaining your own Salesforce staff isn’t cheap.

Basic Package Standard Package Enterprise Package
$2,500 /month
$4,500 /month
$8,500 /month
Dedicated Account Manager
Dedicated Account Manager
CRM Strategy/Review Roadmap
CRM Strategy/Review Roadmap 1/Quarter 2/Quarter 4/Quarter
Dedicated Solution Architect to Work with Stakeholders to Manage the Process of Implementing Improvements & New Functionality
Dedicated Solution Architect to Work with Stakeholders to Manage the Process of Implementing Improvements & New Functionality
Virtual End User Functional Support
Virtual End User Functional Support
Build Standard Reports and Dashboards
Build Standard Reports and Dashboards
Manage User Security and Administration
Manage User Security and Administration
Build Workflow and Approval Processes
Build Workflow and Approval Processes
Manage AppExchange Evaluations and Installations
Manage AppExchange Evaluations and Installations
Manage AppExchange Evaluations and Installations
Manage AppExchange Evaluations and Installations
Data Quality and Data Imports
Data Quality and Data Imports
Quarterly Webinar of Updates and Enhancements
Quarterly Webinar of Updates and Enhancements
Support Data Model Design, User Interface and Business Logic for Existing Applications
Support Data Model Design, User Interface and Business Logic for Existing Applications
Maintain Existing Custom Applications Using Apex and Visualforce
Maintain Existing Custom Applications Using Apex and Visualforce
Maintain Existing Integrations with 3rd Party Applications
Maintain Existing Integrations with 3rd Party Applications

General


  • Check limits for rules, Apex triggers, Apex classes, and a code used in Setup -> System Overview page Business Logic section.

  • Make sure your integrations are using a reasonable amount of API calls in API Usage section on the same page.

  • Check if you have documentation for your customizations.

Process builder and Workflow rules


  • Make sure you have these documented.

  • Make sure your team is aware that creating those directly in Production can potentially cause conflicts with other automation and affect real data.

  • Make sure you have a ground rule to execute unit tests after the creation of the process builder or workflow.

Apex


  • Make sure that you are using one trigger per object according to best practice.

  • Check if you are using some pattern for handling trigger logic in classes.

  • Check the percentage of unit-test coverage. We recommend having >85% coverage.

  • Check how your unit-tests are using asserts.

  • Check if your unit tests are not failing.

  • Check if your code is annotated and has commented.

  • Run static code analysis tools like Checkmarx, Sonarqube or PMD.

Development flow and automation


  • Make sure you have guidelines for any customizations.

  • Make sure peer or manager review process is working.

  • Make sure you are using git (recommended) or any other source control tool.

  • Check if you have considered using static code analysis.

  • Check if you have considered using automatic tests.

  • Check if you are using Salesforce DX or have considered using it.

  • Check if you have some automation for deployments.

SECURITY FIX

Check your org and fix issues with Salesforce security check

SECURITY TOOL

Org security should be one of the most important topics on any Admins radar but unfortunately can get left behind ahead of the awesome business process improvement. Although Salesforce offers one of the most secure cloud platforms in the market, user error can always be apparent. There are still a bunch of settings and parameters that Administrators can enable and change to ensure that you protect your users and their data, and keep up with the industry standard.

Click the button below to schedule your free Health Check consultation.

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