Salesforce Health Check

by Wolke Technology Group

Evaluate, Improve & Optimize.

Comprehensive assessment to enhance performance, uncover inefficiencies, and maximize your Salesforce investment.

Unlock the Full Potential of Your Salesforce Investment

Be ready for the AI era

The Wolke Salesforce Health Check is a comprehensive, expert-led assessment designed to evaluate the effectiveness, performance, and strategic alignment of your Salesforce platform. Identify inefficiencies, outdated configurations, security gaps, and missed opportunities—and receive a clear roadmap to maximize ROI.

Ideal for organizations that...

... have used Salesforce for over 12 months

... are Experiencing Low Adoption, Manual Processes, or Integration Issues

... are Planning or Undergoing Business Changes, Migrations, or through a M&A Process

... want to Ensure Alignment with Growth and Digital Strategy and/or AI Adoption

Consider a Salesforce Health Check

Conducting a Salesforce Health Check enables your organization to maximize the return on your Salesforce investment by identifying areas where the platform may not be fully aligned with your current business processes. Whether it's uncovering outdated configurations, unused features, automation bottlenecks, or evaluating whether your Salesforce foundation is ready to support and incorporate new capabilities—such as AI with Einstein and Agentforce—the Health Check provides a clear roadmap to streamline operations, reduce complexity, and enhance overall system performance.

Identify Technical Gaps

Uncover inefficiencies and align your system with evolving business needs.

Uncover Risks

Reveal security, compliance, and data integrity concerns

Boost System Performance

Evaluate actual performance and discover missed opportunities for your Salesforce platform.

Accelerate AI Readiness

Evaluate the foundation to leverage AI insights and automation

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Salesforce Health Check Scope

Our assessment framework covers 10 key focus areas, adapted from Salesforce best practices, audit frameworks, and our own experience from real customer implementations. In addition to evaluating current performance, we also assess your organization’s readiness for future innovations such as the adoption of AI capabilities and evolving platform features to help ensure your Salesforce environment is ready to grow with your business.

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System Architecture & Configuration

AI Readiness

User Adoption & License Usage

Data Quality & Integrity

Automation & Technical Debt

Reports & Dashboards

Security & Compliance

Integrations & AppExchange Packages

System Performance & Platform Utilization

Backup and Data Recovery

Health Check Packages

To meet the different needs and priorities of our clients, we offer the Salesforce Health Check in three distinct service tiers: Essentials, Enhanced, and Comprehensive. Each tier is designed to deliver increasing levels of depth, technical coverage, and strategic insight.

Whether you're looking for a quick diagnostic or a comprehensive review of your Salesforce environment, our tiered approach ensures there's a package that aligns with your goals, complexity, and budget.

Essentials package

Ideal for organizations seeking a high-level assessment across foundational areas, including configuration, data quality, and user adoption.

Enhanced package

Builds upon this by adding an in-depth review of automation, security, and compliance elements. For organizations requiring a full-spectrum diagnostic.

Delivers the most extensive analysis, covering integrations, system performance, backup strategies, and AI readiness, to ensure your Salesforce instance is optimized end-to-end and prepared for the future

Comprehensive package

Recommended Frequency

We recommend conducting a Salesforce Health Check

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Before or After

Major business changes, process reengineering, restructuring, or new product launches. Also, prior to adopting new Salesforce products or undergoing significant customizations or integrations

Annually

Every year, after implementation, to ensure continuous optimization and alignment with evolving business goals

The Salesforce Health Check was a game-changer for us. It uncovered hidden inefficiencies and critical gaps we weren’t aware of, enabling us to optimize our system and boost performance. We highly recommend it to any organization looking to get the most out of their Salesforce investment.

Nick Rideout
VP Sales Administration
Cable & Wireless Caribbean

★★★★★

What Our Customers Are Saying

Discover how organizations like yours have benefited from our Salesforce Health Check.

From uncovering hidden inefficiencies to driving meaningful improvements in system performance and user adoption, our clients share how this service helped them realign their Salesforce instance with evolving business goals. Their experiences speak to the value of a healthier, smarter, and more efficient Salesforce.

Contact us today

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