Salesforce Health Check

Unlock the Full Potential of Salesforce Field Service

Get Your FREE Salesforce Field Service Health Check Today!

Are you ready to optimize your Salesforce Field Service solution? We’re excited to offer a complimentary Health Check, designed to analyze your Salesforce Field Service implementation for technical debt, best practices, and common mistakes. Our expert team will conduct a thorough review and provide you with a detailed feedback report covering:

  • Technology Assessment: Identify opportunities for technology, administration, or configuration changes
  • Efficiency Analysis: Uncover inefficiencies and their impact on your system performance

Many of our customers are experiencing challenges in their Salesforce orgs as they have accumulated technical debt and added small enhancements over the years that together cause difficult-to-pinpoint inefficiencies. This often results in slow performance, redundant data, or subtle bugs that make it challenging to get the best from your org. This is a great opportunity to ensure your Salesforce environment is running at its best.

Are you experiencing any challenges and finding it difficult to pinpoint the inefficiencies in your org? Here are some of the pain points we can address:

  • Poor drive time
  • Prioritization of appointments
  • Field service staff adoption issues
  • Desire to understand alignment with the current setup
  • Concerns about keeping up with Salesforce releases and features
  • Unnecessary customizations that could be consolidated or replaced with OOTB functionalities

Our approach

Step 1: Interview & Understand

Conduct an initial interview with business stakeholders to understand their challenges, goals, and the reasons for the health check.

Step 2: Retrieve & Identify

Pull the current client configuration (without accessing customer data) using Configo Insight, an automated service documenting your configuration in detail, summarising it for a quick overview of the features in use, and analyzing it for weaknesses and opportunities for improvement.

Step 3: Review & Assess

Review 12 key areas of the configuration within Salesforce Field Service (SFS) and provide a partial analysis of pre-selected key areas where clients should focus their improvements while providing an assessment against standards and best practices.

Step 4 (Optional Paid Follow-on): Investigate & Resolve

Conduct an in-depth analysis of all key areas identified in the previous step including options and instructions for addressing those areas of concern, along with effort estimates for implementation.

Salesforce Field Service Health Check

Sample assessment overview

SFS Health Check

Why Choose Diabsolut?

  • Best practices and standards that Diabsolut has developed over 20+ years in Field Service
  • Access to our subject matter industry-specific experts to provide the best course of action
  • Free assessment of your solution to ensure optimal performance or areas for improvement

About Configo

Configo brings over a decade of expertise in automating configuration management, documentation, and analysis. They offer the only fully automated solution for generating detailed configuration documentation, saving weeks of manual work. Additionally, Configo enables automated analysis of common issues and, deployment of automatically generated solutions where applicable.

Looking forward to helping you enhance your Salesforce Field Service experience!

What’s next