What's included

• Comprehensive Assessment Report

  I provide a detailed report outlining the current state of your Salesforce instance. This report includes an analysis of data quality, system performance, security settings, and customization.

• Actionable Recommendations

  Based on my assessment, I offer specific, actionable recommendations for improvement. These recommendations cover areas such as data management, automation, security, and user adoption.

• Data Cleanup and Migration Strategy

  If data quality issues are identified, I help plan and execute data cleanup efforts. I also provide guidance on data migration strategies if needed.

• Customization Guidance

  If necessary, I provide guidance on customizations to better align Salesforce with your business processes. This may include creating custom fields, objects, or workflows to meet your unique needs.