SALESFORCE ASSESSMENT
HIKE2’s Salesforce Health Check is a structured assessment that uncovers optimization opportunities, reduces risk, and delivers actionable recommendations that improve data quality, user adoption, automation, and platform scalability.
The Salesforce Health Check is a 3–4 week, fixed-fee engagement that combines stakeholder discovery sessions, technical org analysis, and strategic recommendations to give you a clear, prioritized roadmap for improving your Salesforce environment. Here’s what makes it necessary — and what you’ll walk away with.
If any of these sound familiar, your org is likely overdue for a structured assessment.
01. Leadership is making decisions without trusting the data.
Not just a reporting problem. When the CRO stops trusting pipeline forecasts, it’s a signal the entire data foundation needs attention.
02. Every enhancement request turns into a bigger project than expected.
Technical debt isn’t just slow — it’s a multiplier on every future investment you make in Salesforce.
03. ERP and Salesforce are creating more confusion than clarity.
Duplicate records, unclear ownership, and process gaps between systems are costing you in user frustration and data integrity.
04. AI initiatives are on the roadmap but the org foundation isn’t ready.
Salesforce AI requires clean data, modern automations, and solid governance to deliver value. Without a clear picture of where your org stands today, AI investments risk underperforming.
In nearly every Health Check we conduct, the same three problems surface. Left unaddressed, they compound — and they’re exactly what our assessment is built to find.
PROBLEM #1
Your team has stopped believing the numbers. Forecasts get questioned, reports get second-guessed, and decisions happen outside Salesforce.
PROBLEM #2
Every new initiative takes longer than it should. Accumulated automations, configurations, and integrations nobody fully understands are slowing you down and increasing risk.
PROBLEM #3
Adoption is low, processes are unclear, and your team has found workarounds that bypass Salesforce entirely — making the problem worse over time.
A structured, collaborative methodology that combines stakeholder discovery, technical analysis, metadata review, and strategic recommendations.
Discovery workshop
We start with a high-level conversation and client-led demonstration to understand your business goals, pain points, current Salesforce usage, and specific areas of concern.
Technical org assessment
Using HIKE2’s proprietary assessment tools, we evaluate your Salesforce environment across eight dimensions — system configuration, automation health, security & access, metadata hygiene, packages & integrations, user adoption, reporting & forecasting, and platform scalability — all benchmarked against Salesforce best practices.
Follow-up Q&A session
An additional session to clarify findings, close gaps, and validate observations — ensuring every recommendation is grounded in both technical accuracy and business context.
Findings & recommendations
A comprehensive readout with key findings, quick-win improvements, a prioritized optimization roadmap, and strategic recommendations for long-term platform performance, governance, and AI readiness.
Eight dimensions of your Salesforce environment — evaluated against best practices and your specific business context.
Areas reviewed:
What makes our approach different is the combination of technical rigor and business relevance — and our commitment to recommendations you can actually implement.
We evaluate both platform health and organizational alignment — not just configuration settings.
Actionable recommendations with clear sequencing — not a list of findings you’re left to sort yourself.
Immediate improvements alongside a strategic roadmap for scalability, governance, and AI readiness.
A repeatable, collaborative assessment process refined across dozens of Salesforce environments.
Book your Health Check and walk away with a clear, data-driven roadmap for reducing risk, improving efficiency, and building a scalable Salesforce foundation.
