In today’s fast-paced business world, having a well-maintained Salesforce instance is not just a nice-to-have—it’s a necessity. As your organization evolves, so does your Salesforce environment. Without regular maintenance, what was once a well-oiled machine can quickly become a source of inefficiency, frustration, and missed opportunities.
At Cloud Journey Group, we’ve developed a comprehensive Salesforce Health Check process to ensure your system—and the connected solutions like Certinia PSA and ERP—continue to drive value for your business. Whether you’ve recently implemented Salesforce or have been using it for years, our health check process provides the clarity and direction you need to take your Salesforce environment and integrated tools to the next level.
Why get a Salesforce Health Check?
Your Salesforce instance is a dynamic system that evolves as your organization grows. New features, changing business requirements, and data accumulation can lead to inefficiencies, performance issues, or compliance risks. A health check helps identify and address these challenges before they become significant roadblocks while also ensuring you’re leveraging the power of Certinia and trusted AppExchange solutions.
What’s Included in Our Health Check?
Our process dives deep into your Salesforce environment and integrated tools to uncover improvement areas and optimization opportunities. Here’s what we cover:
System Performance and Configuration Review
Keeping your Salesforce system running smoothly is essential for daily operations. We analyze workflows, automation, and triggers to optimize performance and eliminate bottlenecks, ensuring integrations with Certinia PSA and ERP, or AppExchange solutions, operate seamlessly.
Success Story:
A professional services company faced slow system performance due to outdated workflows and redundant automation. After optimizing their Salesforce setup and ensuring tighter integration with Certinia PSA, their project managers reported a 40% improvement in operational efficiency and faster resource assignment.
Data Quality Assessment
High-quality data is the backbone of a successful Salesforce implementation. We assess your data for inconsistencies, duplicates, and outdated records, providing strategies for ongoing data maintenance across Salesforce and connected systems like Certinia Billing and AppExchange tools for data management.
Success Story:
A healthcare organization was overwhelmed with duplicate records and outdated patient information. By implementing advanced deduplication strategies and integrating with an AppExchange data-cleansing tool, they eliminated 30% of duplicate records, improved reporting accuracy, and maintained compliance with HIPAA standards.
3. Security and Compliance Audit
With data security and compliance more critical than ever, we ensure your Salesforce environment and connected tools adhere to best practices and regulatory requirements.
Success Story:
A financial services firm uncovered outdated permissions and security vulnerabilities during their health check. We restructured their security model, implemented two-factor authentication, and ensured compliance with GDPR. This not only enhanced security but also improved client trust and retention.
Feature Utilization and Adoption
Maximizing your investment in Salesforce and Certinia means taking full advantage of the platform’s features. We identify underused functionality and provide strategies to boost adoption and integration with key AppExchange tools.
Success Story:
A manufacturing company wasn’t fully utilizing Sales Cloud forecasting or Certinia ERP integrations. By addressing these gaps and providing hands-on training, they improved forecasting accuracy by 25% and reduced manual billing errors by 50%, leveraging Certinia for automated processes.
Strategic Recommendations
We don’t just fix problems—we provide a roadmap for long-term success. Our recommendations align Salesforce, Certinia, and your AppExchange ecosystem with your unique business goals.
Success Story:
A consulting firm preparing for rapid growth needed scalable workflows and integrations with Certinia PSA and AppExchange tools for time tracking and expense management. After implementing our recommendations, they increased revenue by 50% while keeping their system scalable and efficient.
Who Benefits from a Salesforce Health Check?
This service is ideal for organizations that:
Are experiencing inefficiencies or user frustrations with Salesforce.
Use Certinia or AppExchange solutions but aren’t realizing their full potential.
Want to prepare their system for scaling or adding new functionality.
Need to ensure their system remains secure and compliant.
Haven’t reviewed their Salesforce setup in more than a year.
Why Choose Cloud Journey Group?
At Cloud Journey Group, we’re more than just Salesforce consultants—we’re your business process partners. With expertise in Salesforce, Certinia, and top AppExchange solutions, we combine deep technical knowledge with a business-first mindset to ensure your technology isn’t just functional but transformative. Our health check process delivers clear insights and actionable recommendations tailored to your unique needs.
Get Started Today!
Don’t let a neglected Salesforce instance hold your business back. Reach out to schedule your Salesforce Health Check today and start unlocking the full potential of Salesforce, Certinia, and your AppExchange ecosystem.
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