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What is Salesforce Health Check?

Rave’s free and paid health check packages to help you identify and fix your problems. We are providing an economical and efficient service that ensures your business gets the most out of your investment in Salesforce CRM. Our Salesforce certified experts will analyze your organization’s needs and current usage of Salesforce tools to best understand where you are and where you need to go.

Our free health check mainly focuses on understanding & auditing your business process along with a full security check. However, a complete health check also includes automation, technical, data quality, lightning readiness check. We will provide you with a detailed report of our analysis and recommendations so you can best decide what future Salesforce CRM services and opportunities you want to pursue.

When do you need a Salesforce health check?

Here are a few scenarios that could mean your Salesforce is due for a trip to the doctor

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    Deployed Salesforce 1+ years ago

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    Salesforce CRM was self-deployed

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    Change in tech or system administrator in the last year

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    The company has undergone a reorganization

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    Unable to catch-up with new Salesforce releases

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    Change in Executive or sales leadership

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    Complex data flowing across departments

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    Unsure about how to improve operating efficiency

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    Inaccurate reports and completely wrecked-up data

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    Salesforce avoidance by the Sales team

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    Concerned about data security within your organization

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    Syncing issues with other IT systems

Our Salesforce Health Check Packages


Free Version
  • Understanding Business Process
  • Architecture / Business Process Health Check
  • Security Health Check
  • Reports and Dashboard
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