Salesforce
Health Checkups

Fix irregularities before they snowball
into slowed, erroneous performance or breakdowns.

Bleed less money and fix a host of errors with
Salesforce Health Checks

Errors in reports and search

and catastrophes they could lead to

Overhead for maintenance

that could undercut returns and winnings

Configuration for adoption

and ensuing productivity

What we as Silver Consulting Partners bring to

Salesforce Health Checks

Sanitize your platform and faulty enhancements to fix delayed search results and inaccurate reports

1
Fix Search & Reports

Plug loose ends and bad extensions
Sanitize your platform and faulty enhancements

2
Fully Diagnose

Even asymptomatic issues
So you don’t bleed money, or use bad data

3
Nip Issues In-the-Bud

Curb growing pains with expert foresight
Untangle Processes, Flows, and data access

4
Seize more Opportunity

Repurpose data, upgrade systems
Increase performance, reduce legacy and technical debt

Affected areas & Symptoms that mean you a
Salesforce Health Checks

CPQ
AdoptionPost-releaseReportsTransitionsUpgradesSecurity
Users avoiding Salesforce, look for alternativesAnomalies after an upgrade, rejection of new featuresMissing, redundant data, report generation errorsBumpy move from Lightning to ClassicMissed features, upgradesDigital Security Flaws
Unintuitive use, roadblocks that inhibit adoption are removedSource of incompatibilityDiagnostic to triangulate error-source, inconsistencyPotential source of inconvenience preemptively removedFind out what enhancements make sense for your systems and processesBest practices Implemented
Adoption
Users avoiding Salesforce, look for alternatives
Unintuitive use, roadblocks that inhibit adoption are removed
Post-release
Anomalies after an upgrade, rejection of new features
Source of incompatibility
Reports
Missing, redundant data, report generation errors
Diagnostic to triangulate error-source, inconsistency
Transitions
Bumpy move from Lightning to Classic
Potential source of inconvenience preemptively removed
Upgrades
Missed features, upgrades
Find out what enhancements make sense for your systems and processes
Security
Digital Security Flaws
Best practices Implemented
Adoption
Users avoiding Salesforce Look for alternatives
Unintuitive use, Roadblocks that inhibit adoption are removed
Post-release
Anomalies after an upgrade, Rejection of new features
Source of incompatibility
Reports
Missing, redundant data Report generation errors
Diagnostic to triangulate Error-source, inconsistency
Transitions
Bumpy move from Lightning to Classic
Potential source of inconvenience pre-emptively removed
Upgrades
Missed features, upgrades
Find out what enhancements make sense for your systems & processes
Security
Digital Security Flaws
Best practices Implemented
Our Process for a 3-step

Health Checkup

First-runs

Thumb-rule tests based on scope to save your time and assess scope of the problem

Diagnosis

Automatic and manual test to detect deep-seated issues Asympomatic problems, Security flaws, and Sub-optimally early on

Prescriptions

Act on reported issues and audits. Evolve iteratively and find untapped opportunities.