Maximize your Salesforce Investment & Make Data-Driven Business Decisions

Salesforce is constantly evolving.  Reviewing your Salesforce configuration and usage is essential to ensure you are fully utilizing the platform.

With new feature enhancements from Salesforce and the ever-changing economic and business landscape, AST has developed a Low/No Cost, Low Risk Salesforce assessment solution that delivers deep insight into your current application and provides a road map for future improvements.

AST’s Assessment of your Salesforce Org examines areas such as:

  • Active User License Quantities, Costs, and Usage
  • Apps, Objects, Fields, Page Layouts, and Configuration Best Practices
  • Users, Profiles, and Roles – Security, Visibility, and Accessibility
  • Business Process Automations – Workflow Rules, Process Builders, and Flows
  • Salesforce Users’ “Day in the Life” Pros, Cons, and Impediments

AST’s Salesforce Assessment solution delivers:

  • 30%+ Improvement in Salesforce User Productivity
  • 25-30% Overall Reduction in Salesforce Configuration “Re-Work”
  • 50% Decrease in Salesforce Project Implementation Discovery & Requirements Gathering
  • 800% Increase in Salesforce Practitioner/Administrator Productivity

AST Assessment Features

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Salesforce User License, Cloud, Feature, and Service Add-On Audit

A complete audit of your Salesforce expenditures ensures maximum return on your investment in the Salesforce platform.

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Metadata Analysis of Apps, Objects, Fields, Page Layouts, Lightning Components, Reports, & Dashboards

Identify technical debt and past customizations for replacement with the latest OOB (out of the box) standard features and best practices.

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Evaluation of User Adoption and Daily Salesforce Usage

Highlight Salesforce user impediments, missing data, and areas for automation improvement.

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Recommendations on Salesforce Feature and Functionality Retirements and Upgrade Features

Discover and assess retiring Salesforce functionalities such as Workflow Rules, Process Builders, etc. With OOB replacement functionalities such as Lightning Components, Flow, etc.

See More +

AST’s Salesforce assessment for US Silica and EP Minerals led to a successful organizational merge and enabled data-driven business results."

Ken Piddington US Silica

Our Salesforce Clients

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City of St. Louis Office of Violence Prevention AST Salesforce Customer
Commonwealth of Massachusetts AST Salesforce Customer
Louisiana Department of Health LDH AST Salesforce Customer
Northern Nevada Public Health NNPH Washoe County Health AST Salesforce Customer
State of California Office of Tax Appeals OTA AST Salesforce Customer
State of Hawaii Department of Commerce and Consumer Affairs DCCA AST Salesforce Customer
State of Utah Department of Agriculture and Food UDAF AST Salesforce Customer
State of Utah Department of Commerce AST Salesforce Customer
State of Utah Department of Environmental Quality DEQ AST Salesforce Customer
State of Utah Department of Health and Human Services DHHS AST Salesforce Customer
Wyoming Office of State Lands and Investments OSLI AST Salesforce Customer

Contact us to learn how you can benefit from AST's Salesforce Assessment.


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