Formativ Group

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Salesforce Express Health Check: The Smarter Way to Stay Ahead

A 7-day preventative check-up for your Salesforce, built around performance, prevention, and peace of mind.

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Cut Through the Chaos in Just 7 Days

Salesforce environments naturally evolve as teams grow, processes change, and data accumulates. This 7-Day Express Health Check gives you a clear view of how your system is doing today–along with an overall Health Score and a practical 30-day roadmap for what to focus on next. It’s fast, actionable, and designed to give you momentum right away.

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Technologies We Support

Salesforce
Salesforce
Tableau
Tableau
MuleSoft
MuleSoft
Business Central
Business Central
Power Platform
Power Platform
Azure
Azure
Power Apps
Power Apps
Power BI
Power BI
Power Virtual Agents
Power Virtual Agents
Power Automate
Power Automate
Microsoft Dynamics
Microsoft Dynamics
Microsoft Fabric
Microsoft Fabric
Snowflake
Snowflake
Databricks
Databricks
Informatica
Informatica
Qlik
Qlik
Splunk
Splunk
AWS
AWS

How It Works

Step 1

Connect with a Salesforce Consultant

Meet with one of our industry experts to tell your Salesforce story and review your current instance environment.

Step 2

We’ll Perform a 7-Day Diagnostic

In one week, we’ll evaluate the current state of your system across security, performance, data, configuration, storage, and adoption with zero disruption to your team.

Step 3

Receive a Custom Roadmap

Our team will summarize your findings, walk you through your results, and provide a prioritized 30-day improvement plan you can begin making changes on today.

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What You Get

In just one week, you’ll receive a concise breakdown of your system’s overall health, including urgent security risks, your biggest storage drivers, and an analysis of the top objects impacting performance. We’ll highlight data quality issues, identify immediate quick wins you can implement right away, and deliver a tailored 30-day roadmap to guide your next steps with confidence.

  • A quick snapshot of your system’s health
  • Urgent security vulnerabilities
  • Top 5 storage consumers
  • Top 3 object analysis
  • Data quality and gaps overview
  • Quick wins to implement within the next 7 days
  • A 30-day roadmap designed specifically for your organization
"FormativGroup team went Above & Beyond for our implementation"

FormativGroup went above and beyond for this implementation. They communicated our path/proposed solutions very clearly with some examples from other customers in our industry.
- Sirisha
"A Reliable Partner"

They were readily available when we contacted them, and started working on our project within two days. Our problem was not to select the right CRM but to select the right Salesforce Partner.

We had a very professional & smooth implementation with FormativGroup over three months in all project stages, their follow-up and updates were excellent and robust.
- Eric
"Successful and responsible implementation of Salesforce Consolidation Project"

The best thing about FormativGroup is their responsibility and commitment towards the project until the completion of the project. They were flexible and easily accessible whenever needed, and made this implementation a smooth ride. Knowledge, insight, responsiveness, and highly skilled resources are the complement from FormativGroup.
- Sabarish
"Team was quick and highly skilled"

We wanted to implement Salesforce in our project, replacing the existing system, and collaboration with FormativGroup made the task very easy. The team was highly skilled and knew how to get solutions to the most complex problems, which made the transition seamless.
"More than a consultant... a true partner"

I appreciate the service I have received from FormativGroup and plan to keep using them in the future.
- Bryan

GET STARTED

Book a Discovery Call

Your 7-Day Express Health Check delivers clear next steps you can put into action today. If you partner with us on a project, we’ll apply the full assessment fee toward your total project investment.