Salesforce: Periodic Health Checks, Key to Healthy Orgs for SME

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Salesforce: Periodic Health Checks, Key to Healthy Orgs for SME

Reading time: 2 min
Audience: Salesforce platform responsible, Salesforce administrators

Doing minor work and projects to adapt the Salesforce functionality to our business needs is a key aspect for customers when they decide to adopt any of the available Salesforce solutions. Taking the pulse from time to time to those projects is a good practice. It will tell us if the configuration and development work has been properly executed, if our orgs are aligned and whether we have been following Salesforce best practices or not.

Even in small and medium companies, keeping a healthy org is paramount. We cannot let our business experiencing poor performance transactions due to glitches in the Salesforce implementation. For example, in Quality Clouds there are more than 70 checks related to performance of our org that can negatively affect our users.

Hence, it is important to do some regular check points to our org, perhaps once a month or a quarter, so we can readdress those issues on time and avoid to start creating technical debt in our platform. Calculating and keeping an eye to the main KPIs at Quality Clouds is the basis for a good fitness plan for our orgs.

What can be found in the checks?

The test will help you to evaluate things such the number of best practices not followed in the org compared to the amount of code and configuration added, number of roles created vs used, technical debt generated and its trend, and many other aspects.

The results will help managers to take decisions about this developments happening in the org since QC abstracts the technical aspects to understandable KPIs for non tech experts.

What do I have to do to get a check of my org?

It is straight and simple. No development or integration efforts are needed. It takes a matter of minutes to setup and account and launch the scan to your sandbox or production Org and get the results in Quality Clouds portal.

 

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