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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
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Technologies for Nonprofits