Heavy Impact, Greater Value

Increased Efficiency

Enhanced Data Integrity

Improved User Adoption

Cost Savings

Scalable Solutions

Actionable Insights

Health Checks & Audits

Your Salesforce environment should accelerate growth - not slow it down. As your business evolves, inefficiencies and technical debt can build up.

AlphaTrail Solutions' Health Check & Audit service provides a comprehensive evaluation to uncover performance issues, outdated processes, and underused features.

We assess configuration, security, data integrity, automation, and use adoption to identify key areas for improvement. You'll receive clear insights and a practical roadmap to optimize your Salesforce instance for efficiency, scalability, and long-term success.

Assess overall system architecture, object usage, and platform limitations
Identify slow-performing automation, redundant workflows, and excessive technical debt
Evaluate API and integration efficiency for smooth data flow

System Performance & Configuration Review

1

Audit data quality to identify duplicates, inconsistencies, and inaccuracies
Ensure proper data validation rules, deduplication processes, and governance policies
Recommend strategies for ongoing data hygiene and compliance

Data Integrity & Governance Assessment

2

Review user roles, permissions, and sharing rules to ensure proper security
Identify potential risks related to unauthorized data access or exposure
Provide best practices for strengthening security and compliance

Security & Access Control Analysis

3

Evaluate process builders, flows, and Apex triggers for redundancy or inefficiency
Identify automation that slows system performance or causes errors
Recommend improvements to streamline processes and enhance efficiency

Automation & Workflow Efficiency Check

4

Assess how effectively teams are using Salesforce features and tools
Identify training gaps, underutilized functionality, and areas for improvement
Provide strategies for increasing adoption and user engagement

User Adoption & Engagement Review

5

Audit existing reports and dashboards for accuracy, relevance, and usability
Identify gaps in analytics that limit decision-making
Recommend improvements to provide more actionable insights