Salesforce Health Check and Optimization
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About this service
Summary
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.
Skills and tools