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Are you ready to implement Salesforce?

Answer 20 questions across five areas. You get a readiness score for each area and the gaps to close before kickoff, right on this page.

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.

01Goals and ownership

You can name the business outcomes the project must deliver and how you will measure them.

One person has the authority to settle process questions across teams.

The budget covers licenses, the build and support after go-live.

Leaders plan to run their own meetings from Salesforce dashboards.

02Process clarity

Your sales or service process is written down stage by stage.

Teams agree on definitions such as a qualified lead or a resolved case.

You know which manual steps should be automated first.

Exceptions and approvals are understood, not just the normal path.

03Data readiness

You know every place customer data lives today.

Someone has sampled that data for duplicates and gaps.

You have decided how much history to bring across.

Each shared field has an agreed system of record.

04Systems and integrations

You have a list of the systems Salesforce must connect to.

For each connection you know the direction and timing of the data.

Someone on your side can support integration and access work.

Single sign-on, security and compliance requirements are known.

05People and adoption

Users from each team can join workshops and testing.

There is a plan to train each role on its own workflow.

Someone will own the org after launch.

You know how you will measure adoption after go-live.

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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.

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