What is a Salesforce Health Check?
With Trifecta's Health Check, you can:
Should I Get a Salesforce Health Check?
Is a Health Check the right fit for you? If your organization relates to any of these statements, you could benefit from a Health Check.
- You deployed Salesforce more than one year ago
- You are experiencing operating inefficiencies
- You have data accuracy/integrity concerns caused by incorrect reporting
- You are seeing issues with integrating data to other systems
- You implemented with all internal resources or multiple partners
- You are about to engage in new development efforts and
- You want to make sure you have a solid foundation
You may have used Salesforce Optimizer as an initial evaluation tool. This is a helpful resource for Salesforce Administrators, but its results leave you wanting more. Many areas remain uncovered because the evaluation does not include all features, customizations, and records. Not to worry, Trifecta’s Health Check covers these overlooked areas, so your Salesforce evaluation is comprehensive!
Commerce Jumpstart
For those in Commerce, we offer a specialized Commerce Jumpstart Health Check. This jumpstart is designed to pinpoint the areas and functions that your business relies on most for Commerce success. Gain thorough evaluations of these targeted areas to position yourself for success!
