
About This Report
If you find yourself inheriting an existing Salesforce system, you first need to find out what the business needs, how well the system is liked and is being used through a series of audits, also known as a Health Check.
During our Consultancy Skills Course we deliver a session on how to conduct a Health Check on an existing Salesforce Org. We also provide a handy range of BA scripts, tools and templates in this course and we are giving you a sample of our Health Check Template as a free download.
Releated Resources
Introduction to Salesforce Consultancy Skills Course
Learn more about Salesforce Consultant Skills with this Introduction to Salesforce Consultancy Skills Course and Book. Get an insight into the skills of a Salesforce Consultant with an Introduction to Business Analysis, Agile Project Management, Change Management, and Coaching Skills.
Get Started – Salesforce for Beginners Course
Are you wanting to learn more about what Salesforce is and what the CRM can do? This is the perfect introductory video series to give you an insight into what the product can do, how to upskill in Salesforce and what you could be doing if you decided to progress a career working with the Salesforce product.
Introduction to Salesforce Consultancy Skills Course
Learn more about Salesforce Consultant Skills with this Introduction to Salesforce Consultancy Skills Course and Book. Get an insight into the skills of a Salesforce Consultant with an Introduction to Business Analysis, Agile Project Management, Change Management, and Coaching Skills.
Get Started – Salesforce for Beginners Course
Are you wanting to learn more about what Salesforce is and what the CRM can do? This is the perfect introductory video series to give you an insight into what the product can do, how to upskill in Salesforce and what you could be doing if you decided to progress a career working with the Salesforce product.