Salesforce Complimentary Health Check

Armanino helps clients to bridge the data gap between their Salesforce and other business systems. More than simply keeping your accounts and addresses synchronized, customizations and integrations eliminate the need to maintain common data in multiple systems separately.
What Do You Get?

A Report on Critical Items Such As:

  • Percent of custom code versus configuration
  • Custom field counts
  • Data storage
  • API limits
  • Effective use of process builders and workflows
  • A high-level assessment of the components in use by the client


What Client Support Does Armanino Need?

  • Our team needs access to all modules/components/clouds within the client’s Salesforce footprint. Ecosystem tools such as SFI/Vlocity, Mulesoft, Tableau and ISVs, are not in scope for the complimentary Health Check.
  • Armanino will spend 2-3 hours with the client’s Salesforce user group. This generally includes the client’s resources involved in the strategic and day-to-day use of the platform including the Salesforce admin, sales operations, the product owner and/or users on the business side in sales, service and marketing.

Upon Completion of the Health Check, You Will Receive:

  • A complete report of the health of your Salesforce organization with explanation of critical items that may need attention
  • Recommendation on how to address critical items and suggestions to improve the efficiency/ROI of the use of Salesforce
  • A high-level estimate of the delivery cost to implement the recommended actions including a cost-benefit analysis explaining the value of making recommended changes

Why Choose Armanino?

We are a holistic partner for all your business needs from CRM and ERP to procurement, financial planning and analysis, integrations and beyond. We understand your end-to-end business and how to enable your team to efficiently and successfully achieve your goals and stay ahead of the competition.

Get Your Salesforce Health Check