Sold by: Aimpoint Technology
Certified Salesforce Architects assess the current state of your Salesforce Org and the health and maturity of your Salesforce Program. This engagement provides prescriptive recommendations to eliminate technical debt, increase Salesforce program maturity and accelerates the adoption of new Salesforce capabilities.
Overview
Aimpoint Org Health Assessment: Elevate Your Salesforce Program
Aimpoint’s Org Health Assessment is a structured, in-depth engagement designed to evaluate the current state of your Salesforce program and its overall maturity. Using a comprehensive framework across eight key criteria, this assessment uncovers hidden challenges and delivers tailored, actionable recommendations to drive continuous improvement and innovation.
Salesforce Orgs naturally accumulate technical debt, outdated configurations, and data volume issues over time, which can degrade system performance and hinder the speed and agility needed to deploy new applications. Aimpoint’s Health Assessment is your solution to uncover these barriers and create a clear path to optimize your Salesforce environment.
Key Areas of Focus Include: • Technical Debt: Identify and address legacy configurations, inefficient code, and outdated workflows to improve maintainability and reduce system complexity. • System Performance: Diagnose and resolve issues that impact responsiveness and reliability to ensure your system runs efficiently at scale. • Data Sharing and Security: Analyze and refine sharing rules, permission sets, and security protocols to protect sensitive information and enhance trust. • Scalability: Provide strategies to future-proof your Salesforce program, ensuring it evolves with your organization’s needs. • Adoption and Enablement: Recommend measures to enhance user adoption, training, and the overall Salesforce experience for end users and administrators alike.
What You’ll Receive: Aimpoint’s assessment delivers prescriptive recommendations to address identified issues and elevate the maturity of your Salesforce program. Specific outcomes include: • Eliminating technical debt to improve performance and system trust. • Strengthening data integrity, sharing practices, and security protocols. • Accelerating the adoption of Salesforce innovations, such as Lightning, Flows, and AI-driven capabilities. • Enhancing the speed and agility of new application deployment.
Sample Findings May Include: • Inefficient Apex code or process automations impacting performance. • Underutilized or outdated features, such as legacy Workflow Rules or Process Builders. • Data duplication and unused metadata contributing to clutter. • Ineffective system integrations and error-prone workflows. • Gaps in governance, documentation, and resource accountability. • Optimize Salesforce file storage with AWS S3.
Aimpoint’s Health Assessment is more than a diagnostic tool—it’s a roadmap to revitalizing your Salesforce environment, empowering your team to leverage its full potential.
Let Aimpoint guide your Salesforce program to a higher level of maturity, performance, and impact.
Highlights
- Comprehensive Salesforce Program Assessment: Aimpoint’s Org Health Assessment evaluates your Salesforce Org across eight critical criteria, delivering a holistic view of its current state and maturity. This structured engagement provides actionable insights to eliminate technical debt, improve your Salesforce program, and enhance data security for long-term success.
- Accelerate Salesforce Adoption and Innovation: Through targeted recommendations, Aimpoint’s Health Assessment empowers your organization to adopt new Salesforce capabilities like Agentforce. By addressing legacy issues and optimizing configurations, this engagement increases agility and positions your Salesforce program for future innovation.
- Mature Governance and Streamline DevOps: Aimpoint’s Health Assessment helps enhance the non-technical aspects of your Salesforce program by improving governance, defining clear roles, and optimizing DevOps processes. By formalizing intake procedures and resource management, this engagement ensures accountability, better forecasting, and streamlined project execution.
Details
Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.
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Support
Vendor support
As part of this engagement, clients are assigned a dedicated Senior Consultant who serves as their primary point of contact, providing expert guidance and support throughout the assessment process. Additionally, an Engagement Manager is assigned to address any support needs, manage timelines, and handle escalations as necessary.
For added assurance, clients also gain access to an Executive Sponsor within Aimpoint, offering strategic oversight and ensuring the alignment of outcomes with organizational goals.
Clients can also email info@aimpointtechnology.com for additional information and support.
Software associated with this service
GRAX enables businesses to fully protect, own, and take action on their Salesforce data. Leverage all versions of your Salesforce data in your Customer 360 data lake to maximize data reuse in your data warehouse, analytics, and ML/AI tools (e.g. QuickSight, SageMaker, Redshift).
Native DevOps and Continuous Integration for Salesforce 4.