AST's Salesforce Assessment Solution
Maximize your Salesforce Investment & Make Data-Driven Business Decisions
Salesforce is constantly evolving. Reviewing your Salesforce configuration and usage is essential to ensure you are fully utilizing the platform.
With new feature enhancements from Salesforce and the ever-changing economic and business landscape, AST has developed a Low/No Cost, Low Risk Salesforce assessment solution that delivers deep insight into your current application and provides a road map for future improvements.
AST’s Assessment of your Salesforce Org examines areas such as:
- Active User License Quantities, Costs, and Usage
- Apps, Objects, Fields, Page Layouts, and Configuration Best Practices
- Users, Profiles, and Roles – Security, Visibility, and Accessibility
- Business Process Automations – Workflow Rules, Process Builders, and Flows
- Salesforce Users’ “Day in the Life” Pros, Cons, and Impediments
AST’s Salesforce Assessment solution delivers:
- 30%+ Improvement in Salesforce User Productivity
- 25-30% Overall Reduction in Salesforce Configuration “Re-Work”
- 50% Decrease in Salesforce Project Implementation Discovery & Requirements Gathering
- 800% Increase in Salesforce Practitioner/Administrator Productivity
AST Assessment Features
Salesforce User License, Cloud, Feature, and Service Add-On Audit
A complete audit of your Salesforce expenditures ensures maximum return on your investment in the Salesforce platform.
Metadata Analysis of Apps, Objects, Fields, Page Layouts, Lightning Components, Reports, & Dashboards
Identify technical debt and past customizations for replacement with the latest OOB (out of the box) standard features and best practices.
Evaluation of User Adoption and Daily Salesforce Usage
Highlight Salesforce user impediments, missing data, and areas for automation improvement.
Recommendations on Salesforce Feature and Functionality Retirements and Upgrade Features
Discover and assess retiring Salesforce functionalities such as Workflow Rules, Process Builders, etc. With OOB replacement functionalities such as Lightning Components, Flow, etc.
AST’s Salesforce assessment for US Silica and EP Minerals led to a successful organizational merge and enabled data-driven business results."
Ken Piddington US SilicaOur Salesforce Clients
