Salesforce Health Check

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Introducing Our Comprehensive Salesforce Review Service

🔍 Are you getting the most out of your Salesforce platform? 🚀

In today’s dynamic business landscape, optimizing your resources and systems is more critical than ever. That’s why we’re thrilled to announce our brand-new service at Peeklogic – the Comprehensive Salesforce Review, also known as Salesforce Health Check.

🔧 What is it?

The Comprehensive Salesforce Review is an in-depth analysis and assessment of your Salesforce instance. Our expert team will meticulously examine every nook and cranny of your system to identify opportunities for enhancement, untapped functionalities, and areas that may not be working optimally.

📊 Why do you need it?

Think of it as a tune-up for your Salesforce engine. Just like a well-maintained car runs smoother and more efficiently, a Salesforce instance that’s thoroughly reviewed and optimized can lead to increased productivity, improved user experience, and ultimately, better business outcomes.

During a market downturn, it’s an ideal time for a comprehensive Salesforce Review. It helps:

  • scrutinize existing configurations,
  • clean up unnecessary customizations,
  • leverage unused features,
  • ensure the maximization of Return on Investment (ROI) from the platform.

This strategic evaluation allows organizations to streamline their Salesforce environment, aligning it more closely with their business objectives, and preparing for scalability as market conditions improve. By proactively optimizing Salesforce during these times, businesses can improve operational efficiency and gain a competitive edge, ready to capitalize on opportunities as they arise.

💡 The Comprehensive Salesforce Review Benefits

  1. Maximize ROI: Discover and make the most of features you might not even know exist.
  2. Streamline Processes: Identify areas for process optimization and automation.
  3. Enhance User Adoption: Ensure your team uses Salesforce to its full potential.
  4. Data Confidence: Ensure your data is accurate, secure, and driving informed decisions.
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🕵️‍♂️ What’s included into Salesforce Review by Peeklogic?

Briefly, our service covers a comprehensive audit of your Salesforce setup:

  • Identifying underutilized features and functionalities
  • Analyzing system performance and responsiveness
  • Reviewing customizations and integrations
  • Ensuring data integrity and security measures
  • Recommending tailored solutions for enhancement

Let us go deeply into details.

Book a free consultation to discuss a Health Check for your Salesforce org.

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Financial Salesforce Review by Peeklogic

At Peeklogic, we take a meticulous approach to Salesforce Health Check audits, ensuring a comprehensive evaluation of both financial and technical aspects.
Below are the detailed steps we follow for each component.

01.
License Assessment

Review the current Salesforce license types in use.
Examine whether the organization is utilizing a mix of licenses like Full, Platform, or Community licenses.
Analyze the usage patterns to determine if licenses are utilized optimally.
If certain users only engage in basic activities, consider switching them to a less expensive license
Identify potential downgrades or changes based on user requirements.
For users with changing roles, adapt their licenses accordingly

02.
Service Utilization Analysis

Compile a list of subscribed Salesforce services.
Identify services such as Pardot, Salesforce Inbox, or Analytics.
Assess the utilization of each service among users.
Determine if services are actively used or remain dormant.
Recommend adjustments or cancellations for underutilized services.
If Salesforce Inbox is rarely used, consider canceling or downgrading.

03.
Cost-Saving Recommendations

Analyze the distribution of costs across licenses and services.
Identify where the bulk of the costs lie.
Suggest optimization strategies to reduce overall expenditure.
Propose measures like license consolidation or service adjustments.
Present a detailed report outlining potential cost-saving measures.
Provide a clear breakdown of recommended changes.

04.
Documentation Requirements

Access to Salesforce org with necessary permissions.
Ensure Peeklogic has the required access to evaluate configurations
Details of current licenses and subscriptions.
Provide a comprehensive list of active licenses and subscriptions.
Historical usage data if available.
Past usage patterns help in identifying trends.

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Salesforce Code Security Check

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The majority of companies use Salesforce for storing and managing important data and confidential information. However, is such trust really worth it? The Salesforce platform has been proven to be generally safe and reliable. Nevertheless, the Salesforce Health Check is not absolute, and it depends on each user whether the safety measures will be sufficient. In order to prevent any data breach and save all the essential information, it is highly recommended to invest in proper security management and to always check Apex in Salesforce.

 

Security check services allow a quick and thorough assessment of your actual Salesforce safety and the quality of the security measures implemented. Despite the platform offering high levels of data safety as it is, the real and intended implementations usually differ.

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Why Assessing Your Security Now?

  • Currently, Salesforce has much more influence and value than an average CRM system; 
  • On average, a separate Salesforce entity has more than a thousand areas with confidential information;
  • Almost 100% of errors happen because of poor security management.
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Years on the Market

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Salesforce Certificates

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Why Choose Peeklogic?

The efficiency and the highest quality of Salesforce development are of priority for Peeklogic. With the help of unique developing strategies and innovative techniques, the Peeklogic team offers fast and effective help when it comes to Salesforce Apex security.

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The Peeklogic Security Assessment

In order to ensure the maximum Apex Salesforce safety, it is essential to assess the code security regularly. With the help of the Checkmarx Salesforce solutions, you will be able to perform thorough and quick security scanning of your codes. Here are the main points of focus for Peeklogic security checking:

  • Protecting confidential data and unique information;
  • Preventing data breaching and theft;
  • Providing secure multiple-factor authentication in order to manage user access to personal data;
  • Enabling protected authorization for the approved users;
  • Regular and thorough monitoring for errors and breaching;
  • Professional safety solutions integration.

In order to achieve the maximum efficiency from your Salesforce platform, proper safety management is crucial. The Peeklogic team consists of skilled professionals in various fields. They will ensure the most suitable and customizable Salesforce Health Check solutions for your business.

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Start Working with Peeklogic

If you are looking for a Certified Salesforce Development company, then look no further! Peeklogic is a top company in this field with many years of experience

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