All clients under contract with Vertic receive at least monthly attention to the health and upkeep of their Salesforce environment. This ensures that all environments that we work on maintain the highest level of Salesforce’s out of the box Health Check Rating and remain aligned with the ever-evolving releases of Salesforce updates and enhancements. During this monthly allocation of time, we also run the Salesforce Optimiser Report and work with the clients to complete the recommended tasks to ensure all environments remain clean, tidy and efficient.

See the below summary and outline of how we approach these tasks each month.

Health Check

This is the first step in the monthly process. Salesforce provides a list of risks and items that need attention in order to maintain a high level of security and system efficiency.

Salesforce recommends a score of 80%+ Very Good. We aim to keep all of our environments above 90% Excellent .

More details about the Salesforce Health Check can be found here.

We will then provide feedback and before/after screenshots to the client of the work carried out and estimates of any further recommended work.

We will always action Health Checks in Sandbox environments first and test key processes and pages with the client before working in Production.

Release Updates

The next step in the monthly process is to review pending release updates in all environments. This typically required the most effort in the month leading up to a Salesforce release update.

Salesforce provides a list of actions required with due dates that align with the Salesforce releases in Sandbox and Production.

An example ticket and specification on our task managing software Jira can be seen below:

We will complete all release updates in Sandbox the month before the due date and carry out testing on affected and critical processes before the client tests and approves a production release.

Salesforce Optimiser

The final step of our Health and Optimisation process is to run the Salesforce Optimiser report.

This provides a list of tasks in Priority order of Immediate Action Required, Action Required and Review Required. During the monthly allocation of time we will work with the client to prioritise and consult on the recommended tasks based on the priority given by Salesforce and the nature of the task.

Optimiser tasks improve the day to day efficiency of the Salesforce environment and ensure a clean environment with minimal obsolete data and processes.

All optimiser tasks follow our strict production process of Sandbox > Internal Testing > Client Testing > Production.

We manage these tickets in Jira using the parent/sub-task hierarchy. You can see an example below: