Unleashing the Power of Salesforce Self-Assessment

This short self-assessment will give you a preliminary view into how effectively your organization's Salesforce environment, management and capabilities are supporting sales pipeline growth of the business. It will give you an idea of areas for improvement and opportunities to take advantage of existing strengths.

Use this quick assessment as a bellwether. While it cannot provide a full picture of the situation with any given company, it can provide a set of questions you can ask to learn how to make the most of your Salesforce implementation.

Question Title

* 1. How long does it take to get visibility into your organization's sales pipeline?

Weeks

I don't get visibility

Days

Less than 1 day

Question Title

* 2. Is your organization using its Salesforce investment to the full potential?

We only use Sales Cloud

We have our entire business connected through Salesforce

I don't know

We use all our Salesforce licenses

Question Title

* 3. How does your organization handle the updates that Salesforce pushes out 3 times per year?

We have development and QA environments where we test all updates before they take it to production

Is that why things often break?

I'm not aware of Salesforce updates

We do some small testing in production once the update is applied

Question Title

* 4. How are enhancements to the Salesforce platform handled?

Changes are only made when absolutely necessary

There's a backlog that IT manages and gets it done when they can

We have a product owner that runs a backlog with predictable delivery timelines

The team that complains the most gets what they need

Question Title

* 5. Is your data protected and backed up in the case that Salesforce has a failure?

We have jobs that run daily to pull all our data to a local backup

We back up most of our data once a month

Salesforce is responsible for data protection and back up

We have backup tools in place that pull all data and configurations offsite

Question Title

* 6. Do you have proper security for data access and tracking in place for Salesforce?

We have Shield fully implemented and part of our overall Security program

The data we have in Salesforce does not need to be secured

It is Salesforce’s responsibility to secure the data for their environment

We have some audit logging and security profiles so people only see what they need to

Question Title

* 7. Get your results

Name *

Email Address *

Phone Number