Assessment List Salesforce

What is an Assessment List in Salesforce?

One of the most valuable tools you can use to ensure your Salesforce instance operates at peak efficiency is an assessment list. Think of it as a comprehensive checklist that helps you evaluate and optimize your Salesforce environment. This isn’t just about ticking boxes—it’s about making sure every feature, setting, and integration aligns with your business needs and goals. Below, we’ll walk you through what an assessment list entails and why it’s a crucial step in getting the most out of Salesforce.

Key Areas of Focus in an Assessment List

Here’s a breakdown of the essential components of a Salesforce assessment list:

1. Meet with Departments to Discuss Issues and Wish List Items

• Schedule meetings with stakeholders across all departments.
• Identify pain points and gaps in current Salesforce functionality.
• Gather feedback on desired features and enhancements.

2. Page Layouts Optimization

• Review page layouts for clutter or inefficiency.
• Ensure key fields are easily accessible to users.
• Implement conditional visibility to streamline data display.

3. Validation Rules

• Audit existing validation rules for relevance.
• Remove outdated rules that no longer apply to current processes.
• Add new rules as needed to maintain data integrity.

4. Automations

• Evaluate all workflows, process builders, and flows.
• Retire or update automations that no longer serve their purpose.
• Consolidate or streamline automations to improve system performance.

5. User Profiles and Administrator Roles

• Audit user profiles to ensure proper access control.
• Identify and address an excess of system administrators.
• Validate that roles and permissions align with job responsibilities.

6. Privacy Model

• Review and refine data-sharing settings.
• Ensure compliance with data privacy regulations like GDPR or CCPA.
• Check field-level security and data visibility settings.

7. Leveraging Salesforce Enhancements

• Explore recent features such as MyLabels, conditional visibility, and dynamic layouts.
• Implement Einstein Activity Capture to automate logging of emails and meetings.
• Use State and Country picklists to standardize data entry.
• Create custom reports in Salesforce

8. Legacy APIs and Installed Packages

• Identify and replace outdated APIs that are no longer supported.
• Review installed packages to remove expired or unused ones.
• Ensure active packages are up-to-date and properly configured.

9. Release Updates

• Stay informed about Salesforce’s seasonal release updates.
• Implement relevant new features and enhancements.
• Address any deprecated features or upcoming changes that may affect your setup.

Benefits of Regular Salesforce Assessments

By regularly performing an assessment, you can:

• Improve user adoption by creating a more intuitive and efficient experience.
• Increase ROI by utilizing all available Salesforce features.
• Mitigate risks related to security, compliance, and system performance.
• Align Salesforce with evolving business processes and goals.

Partner with MyOnlineAdmin

Creating and maintaining an effective assessment list can be daunting without the right expertise. That’s where professional CRM service providers like us come in. We specialize in conducting in-depth Salesforce audits and providing actionable recommendations tailored to your business needs.

Let us help you transform your Salesforce environment into a powerful tool for growth and efficiency. Contact us today to schedule your Salesforce assessment!