What implementation readiness looks like
A company is ready to implement Salesforce when it can name the outcomes the project must deliver, has one decision-maker for process questions, has its core process written down, knows where its data lives and how clean it is, has listed the systems Salesforce must connect to, and has people available for workshops, testing and ownership after launch. Gaps in two or more of these areas are the most common cause of delays and rework.
Close these gaps first
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Questions about the assessment
Who should take this assessment?
Whoever is sponsoring the Salesforce project, ideally with the person who will own it day to day. It works for a first implementation, a new cloud added to an existing org, or a move from another CRM. If a question does not apply yet, answer it as you expect things to stand at kickoff.
What does a low score mean for our project?
Not that you should wait. It means the gaps are likely to show up as delays or rework if nobody closes them. Most of the fixes are decisions and preparation on your side, and a good partner will help close them during discovery rather than skipping past them.
Is my answer data saved or sent anywhere?
No. The assessment runs entirely in your browser. Nothing you select is sent to us or stored on our servers. Use the print button if you want to keep a copy.
How is this different from the org health assessment?
This one is for companies about to implement Salesforce or add a cloud. The org health self-assessment is for companies already running Salesforce who want to know what to fix in an existing org.
Ready to scope it properly? Talk it through with us.
A Salesforce Consulting Partner since 2017, with 150 Salesforce certifications on one U.S.-based team.