Description
The complimentary Health Check evaluates the performance and security of your Salesforce instance across several key areas, identifies areas for improvement, and equips you with next steps to remedy any issues. All with the overall goal of ensuring that your Salesforce org is optimally healthy and useful for your business.
Benefits
- Capture a snapshot of where your org stands & how it is being used
- Uncover possible vulnerabilities to your system & its scalability
- Add Health Check results to your org documentation
- Maintain a healthy, mission-critical org
Package
Licenses
Evaluate user licenses used & remaining. Check licenses assigned against actual user activity. Goals: improve user adoption, add licenses as needed.
Products
Investigate products purchased & their quantities. Compare available products to actual usage. Goals: implement all purchased products, roll out to relevant users.
API's
Check the number of API requests against the maximum allowed daily. Goals: ensure sufficient quantities to support all integrations on an uninterrupted basis & ensure smooth operation of the org.
Data
Check data & file storage against limits. Goals: ensure sufficient padding on storage limits, understand what data/files take up the most space.
Security
Assess compliance with Salesforce security standards. Check user access controls in relation to admin users and sensitive permissions. Goals: protect org from outside access, align user access with principle of least privilege (POLP).
Build
Identify & document any Fields, Profiles, Permission Sets, and Roles that are not being used with recommendations for remediation. Goals: identify problems with your org build, improve maintenance & scalability.
Automation
Analyze existing Workflows, Processes & current use of Flows. Estimate hours of effort needed to migrate workflows & processes to Flow. Goals: identify issues & recommendations, position org for a successful migration.
Code
Conduct a preliminary code review to find common programming flaws. Goals: improve code quality & extensibility.
Lightning
If applicable, check the readiness of your org for migration from Classic to Lightning. Goals: estimate expected productivity improvements and level of effort associated with moving to Lightning Experience.
Report
Pylons will provide a thorough, easy-to-consume report of its findings & recommendations across the above areas. Optionally, Pylons will also participate in a 30-min call to review the report.
Industries:
Manufacturing
Logistics
Financial Services
Healthcare