Evaluate user licenses used & remaining. Check licenses assigned against actual user activity. Goals: improve user adoption, add licenses as needed.
Investigate products purchased & their quantities. Compare available products to actual usage. Goals: implement all purchased products, roll out to relevant users.
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.
Check data & file storage against limits. Goals: ensure sufficient padding on storage limits, understand what data/files take up the most space.
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).
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.
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.
Conduct a preliminary code review to find common programming flaws. Goals: improve code quality & extensibility.
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.
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.