| 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 |
