WHAT IS A SALESFORCE HEALTH CHECK? FIND OUT WITH GRAVITAI

Salesforce can be tricky at times. That's why we are always here for our clients to ensure they are happy with their current setup. Book a Salesforce Health Check to assess your current Salesforce org status and health check best practices.
BOOK YOUR SALESFORCE HEALTH CHECK
Interested in a Salesforce Health Check? Register your email.



WHAT IS A HEALTH CHECK?



It can be really hard to maintain a healthy Salesforce org. Requirements change, and with new users, projects and tasks being completed, it's always good to assess.

Gravitai can help unmask vulnerabilities in your system. It could be something as simple as an unused object to something as important as Multi-Factor Authentication, which can be improved and fixed.

Have you ever stopped and thought, how is it going?

assess your salesforce org status

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WHAT'S INCLUDED IN THE SALESFORCE HEALTH CHECK?

For every health check, we only ensure that the best practices are being utilised. After a brief conversation with us, we will look at your existing Salesforce org and start to break it down for improvements, adjustments and potential alterations.

ACCOUNT MANAGEMENT SYSTEM

MFA is the best way to protect your org from unwanted users. Have you currently implemented MFA processes?

Learn more about MFA configuration

CONFIGURATION SET UP

Inactive users, roles, principles, Marketing Cloud connector, visibility of data and restrictions. Let us help.

Check if you have configured Salesforce correctly

BUSINESS UNIT FROM SEND EMAILS

From business unit checks to transactional, commercial and clean-up, we can ensure everything is set up properly.

Enquire about business unit configuration

ORGANISATIONAL STRUCTURE 

Ensure your folder structure is following best practices with alignment across business units.

Check on your organisational set-up 

TEMPLATING & EMAIL CREATION 

Master your templates and ensure best practices are used for email creation across various email clients.

Ask about templates and email creation for Salesforce

AUTOMATION & BEST PRACTICES

Ensure you are built for data extension checks, including inactive/failed automation, to see what can be optimised.

Optimise your automation processes  

BEST PRACTICES WITH PROGRAMMING

Enforce the best practices around data, automation, coding and fullback procedures within your org.

Check if you are using best practices

UNSUBSCRIBE PROCESS

Do you have the correct procedures in place when it comes to unsubscribing a customer? Let us help with that.

Ensure you are GDPR compliant for unsubscribing

DATA MODELLING

Evaluate your contacts, look at data integrity valuation, and correct data modelling practices are put in place.

Help me with data modelling

DATA MANAGEMENT

Check on FTP locations, key management systems and PII data to ensure you are being consistent with standards.

Enquire about Data Management 

DATA EXTENSION CHECKS

It is critical to check data extensions, from naming conventions to active journeys. Let us access them. 

My Data Extensions need to be reviewed

BOUNCE MANAGEMENT 

Look at SQL activity, ISP and reputation as we can look and feedback on the soft bounces and hard bounces.

Is bounce causing you problems?

WORKFLOWS & UTILISATION

Ensuring your workflows are fit for purpose is vital. Check on best journey practices across data extensions.

Access your current workflows

JOURNEY IMPLEMENTATION PRACTICES

We can help when it comes to inactive/active journeys while ensuring control and their active current health.

Help me streamline my journeys

SALESFORCE REPORTING

Looking at your current journeys and seeing if they are aligned with journey data is essential.

Let us help with Salesforce journey reporting 

AUDIENCE SEGMENTATION 

Have you ever checked to see if automations are close to timing out? Let us help with inactive/failed automations.

I need assistance with Audience Segmentation

SALESFORCE HEALTH CHECK PACKAGES

Regarding Salesforce health checks, we offer competitive prices which are bespoke to each client based on their requirements and needs. For this reason, we base our packages on turnover times to ensure you are hitting deadlines.

ONE WEEK
Rapid turnover to ensure health check security.

TURNOVER

Subject to customer requirements

Plan and schedule a Salesforce health check across your existing org to ensure you are following the best practices.
  • Top package features:
  • Account Management System, MFA (Multi-Factor Authentication)
  • Improve sendability with business units and reporting
  • Focus on context and templating across email creation
  • Optimised your audience segmentation practices
  • Build on data modelling and process improvements
  • Identify configuration set-up improvements for your org

TWO WEEK
Check your Salesforce org over a two week turnover period.

TURNOVER

Subject to customer requirements

Plan and schedule a Salesforce health check across your existing org to ensure you are following the best practices.
  • Top package features:
  • Account Management System, MFA (Multi-Factor Authentication)
  • Improve sendability with business units and reporting
  • Focus on context and templating across email creation
  • Optimised your audience segmentation practices
  • Build on data modelling and process improvements
  • Identify configuration set-up improvements for your org
Most Popular Package

THREE WEEK
Plan to check your Salesforce org over a three week period.

TURNOVER

Subject to customer requirements

Plan and schedule a Salesforce health check across your existing org to ensure you are following the best practices.
  • Top features:
  • Account Management System, MFA (Multi-Factor Authentication)
  • Improve sendability with business units and reporting
  • Focus on context and templating across email creation
  • Optimised your audience segmentation practices
  • Build on data modelling and process improvements
  • Identify configuration set-up improvements for your org

FREQUENTLY ASKED QUESTIONS

They are extremely important for your Salesforce org.

We recommend quarterly, or at the bare minimum, yearly health checks that can put you on the right track and pose questions around your current setup within Salesforce. Making regular checks allows your admins to keep up-to-date with small-scale changes and take control back of the system.

Check on your current Salesforce org status here to learn more.

Salesforce is a big platform. There is no denying that. With big platforms, sometimes come big complications for improvements.

That being said, it is therefore vital to know what you are looking for when it comes to performing a Salesforce Health Check. With our team of experienced Salesforce certified professionals, we have produced a rigerous process so that we know exactly what to cover when we perform your healh check to ensure you are up to best practice standards.

If we listed everything then we would be here for ever but, here is just a few of the things that we cover when performing a health check. Account Management Systems, Configuration Setup, Reporting, Naming Conventions, Workflows, Journey Implementation, Programming Best Practices, Data Modelling and Bounce Management.

There is nothing worse than a poorly implemented Salesforce org. Speak to one of our consultants today if you have any questions.

We do indeed. After we have accessed your health check, we can grab a coffee together and have a chat about the next steps, our findings and the best recommendations we can offer to ensure that you are taking the best course of action for your Salesforce org.

We have multiple other package offerings, such as retained support services, to help you keep ticking along in the best possible way.

We can't stress enough the importance of security when it comes to Salesforce and completing a health check.

By working together, we can have a look through your existing set-up to determine any vulnerabilities that are currently present. By looking at all critical areas, we can promise security and help eradicate any concerns or queries you may have around the existing risks your Salesforce org could be potentially throwing at you.

You can never be safe enough, and we recommend booking a health check for security if you have previously not looked into it. We have had several customers shocked by our findings and the vulnerabilities that have been uncovered.

We will be up-front and honest with you. Every Salesforce partner should be offering a health check. If they are not, then something is wrong, as you should be taking your security and continuing changing factors into account.

Gravitai has a track record in providing clean and critical health checks, which have highlighted vulnerabilities, concerns, improvements and adjustments that can be made to ensure that your organisation is using your Salesforce products to their full capabilities. When you get a health check through Gravitai, you are relying on nearly a decade of Salesforce experience.

There is a reason why Gravitai is one of the top Salesforce partners globally. It's because we care about our customers.

REGISTER TODAY FOR GRAVITAI MAIL