Salesforce Health
Check Services
Optimize your Salesforce with our comprehensive Salesforce Health Check services. Identify performance bottlenecks, enhance security, and ensure your system is ready for future growth.
Salesforce Health Check by MagicFuse
MagicFuse offers comprehensive Salesforce Health Check services, tailored to optimize your Salesforce environment and ensure peak performance, security, and user satisfaction.
Why do you need a Salesforce Health Check?
Performance Bottlenecks
Performance issues can cause slow response times, reduced productivity, and unhappy users in your Salesforce org. Complexity from evolving implementations can create inefficiencies.
Security and Data Integrity problems
Potential weaknesses in security settings and user permissions. Need for compliance with data protection regulations and improved security health.
Issues With Optimization Of Customizations and Configurations
Accumulation of customizations can make the Salesforce platform complex and inefficient. Redundant processes and workflows.
Low User Engagement
Low user satisfaction and engagement. Need for feedback and user training to boost user adoption.
Limitations for Scalability and Future Growth
Restrictions in data storage, integration capabilities, and system architecture. Increased demands from business growth
Common Pitfalls in Salesforce Integration and Data Flow Management
Complexity and inconsistencies in data synchronization processes. Bottlenecks in data flow and cross-platform functionality.
Falling Behind on Salesforce Enhancements and Updates
Underutilization of Salesforce updates and new features. Need to stay competitive with the latest enhancements.
Need Salesforce HealthCheck?
How MagicFuse Solves Common Salesforce Health Check Challenges
Identify Performance Bottlenecks
We analyze Salesforce instances to find and resolve bottlenecks. Adjust configurations and streamline processes for better performance.
Enhance Security and Data Integrity
Assess and improve security settings and user permissions. Ensure compliance with data protection regulations to improve security health.
Optimize Customizations and Configurations
Evaluate and simplify customizations and configurations. Remove redundant processes and streamline workflows in Salesforce orgs.
Ensure Adoption and User Engagement
Assess user satisfaction and gather feedback. Provide additional training to improve user engagement and user adoption.
Plan for Scalability and Future Growth
Assess scalability and identify limitations. Plan for future growth and make necessary improvements to the Salesforce system.
Streamline Integrations and Data Flows
Evaluate and simplify data integrations. Enhance data accuracy and cross-platform functionality in the Salesforce platform.
Stay Up-to-Date with Salesforce Enhancements
Evaluate the usage of the latest Salesforce updates. Leverage new features to increase productivity and stay competitive.
Need professional Salesforce consultation?
Our Salesforce Health Check Process
Health Check Tool
- We utilize Salesforce’s Health Check tool to establish a baseline security score.
- Our experts evaluate and update your security settings as per Salesforce recommendations to enhance your organization's security health.
Multi-Factor Authentication (MFA)
- We ensure that MFA is enabled for all users to provide enhanced security.
My Domain
- Our team implements My Domain to secure your Salesforce URL and enhance your org's security settings.
Admin Access
- We review all System Administrator profiles and the users assigned to them.
- We ensure that only essential personnel have admin access to maintain security integrity.
Sensitive Permissions
- Our team identifies and manages access permissions for sensitive data to mitigate security risks.
Salesforce Optimizer
- We run the Salesforce Optimizer to identify unused fields, profiles, and roles.
- Our experts analyze and act on optimization recommendations to enhance your Salesforce health.
Documentation
- We diligently document our findings and any changes made for transparency and future reference.
Case Studies
Data Privacy Manager for Elements.Cloud
Challenge
The implementation of the GDPR policy by the EU posed a significant challenge for Salesforce marketers, particularly in ensuring data consistency.
Solution
MagicFuse developed and launched an AppExchange app ensuring company-wide GDPR compliance, featuring permission tracking, data requests, marketing integrations, data expiration, Customer360 consent, and a preference center.
Technologies used:
Visualforce, APEX, Salesforce Lightning, CSV Reader, Salesforce Communities, Generic Batches.
Elements.cloud
Challenge:
Elements.cloud faced the task of constructing a secure and scalable Salesforce managed package and deploying it to the AppExchange.
Solution:
Our team built a faultless AppExchange package that passed security reviews, enabling seamless integration between Salesforce and Elements. This achievement was driven by our deep understanding of Salesforce, streamlined data processing, optimized queries, and detailed monitoring with AWS CloudWat.
Technologies used:
Visualforce, APEX, Lightning, Salesforce Communities, Generic Batches, CSV Reader.
Atamis
Challenge:
The project posed a technical challenge due to its complex logic and compatibility requirements with both the Classic and Lightning interfaces. However, we swiftly delved into the details and completed the initial scope of urgent changes ahead of the client's estimated timeframe.
Solution:
We introduced a dedicated Salesforce developer to optimize and fix bugs in the existing codebase, gradually expanding to develop new features, integrate with third-party systems, and conduct research. Our technical expertise, systematic approach, and strong project management practices enabled the growth of the Atamis product.
Technologies used:
Visualforce, APEX, Salesforce Communities, Python, Heroku.
ID-Pal
Challenge:
The client requested two things: integrating their real-time verification solution into Salesforce for universal customer usage and extending standard objects' functionality with dynamic custom objects for increased flexibility.
Solution:
We tackled the challenge of bidirectional custom authorization between Salesforce and ID-Pal, ensuring high-security data retrieval and presentation within Salesforce. Our managed package facilitates user-friendly review and updates of personal data in both directions, while also supporting dynamic interactions between main and custom objects through backend and LWC components.
Technologies used:
LWC, SOQL, APEX, SOSL.
Limio
Challenge:
Create managed package enabling seamless B2B and B2C commerce management within Salesforce Service or Sales Cloud for customer service agents.
Solution
Limio for Salesforce went through various iterations, resulting in a highly scalable and customizable version using Salesforce Flows, Apex, and LWCs. Integrated with Limio Commerce and third-party payment systems, Limio provides agents secure visibility into customer history, tracks subscription changes, and offers flexible payment processing. Custom Objects enable customers to customize components to their preferences.
Technologies used:
Salesforce Flows, Apex, Lightning Web Components, Custom Objects, Limio API.
Why Choose MagicFuse for Your Salesforce Health Check?
Expert Analysis by Certified Salesforce Professionals
Benefit from the knowledge and experience of our certified experts.
Tailored Recommendations to Fit Your Business Needs
Receive customized advice and solutions that align with your specific business requirements.
Enhanced System Performance and Security
Optimize your Salesforce environment for better performance and robust security.
Improved User Satisfaction and Productivity
Boost user engagement and productivity through improved system usability and efficiency.
