Level 1 | Level 2 | Level 3 | |
---|---|---|---|
Salesforce Support Services |
Technical Best Practice Review |
Utilization Best Practice Review |
Organization Best Practice Review |
Check overall Salesforce configuration | |||
Check for implementation best practices | |||
Review urgent issues | |||
Review pending critical updates | |||
Review customizations and packages | |||
Analyze NPSP Health check | |||
Analyze Salesforce Optimizer | |||
Critical update review | |||
Analyze Lightning Readiness | |||
Error log review | |||
Analyze Apex test class coverage | |||
Summary report delivered | |||
1-hour Review Meeting | |||
Recommended next steps | |||
Analyze field population reports | |||
Analyze utilization reports | |||
Identify obsolete or unused fields | |||
Review login session history for anomalies | |||
Permission and profile report | |||
Process builder / workflow report | |||
Metadata export for pick lists and field configuration | |||
Systems and integration inventory | |||
Internal and constituent forms inventory | |||
Inventory of major use cases | |||
Inventory of reports | |||
Contact for Pricing Review | Contact for Pricing Review | Contact for Pricing Review |