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Salesforce Assessment:

Master It, Don't Just Run It

Get an expert-calibrated forecast on your most critical risks and opportunities in 7 days

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Trusted by 300+ organizations. 

Trusted by 300+ organizations. 

Salesforce is meant to save time and reduce errors.

When it doesn’t, the issue is usually the system–not the people. Our 7-Day Assessment helps you understand what’s driving that complexity. Clearly see what’s working, what isn’t, and what’s worth prioritizing next.

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Book a Discovery Call

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How Salesforce Assessments Work

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What You'll Walk Away With

Comprehensive Overview of Your System's Health

Receive a focused snapshot of your environment, assessing data quality gaps, storage usage, and operational risks impacting performance.

Immediate Risks and Quick Wins

Uncover urgent security vulnerabilities and receive actionable improvements your team can start implementing immediately.

Prioritized Roadmap

A 30-day forecast designed specifically for your organization's systems, workflows, and business objectives.

"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
"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 projectstages, 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 committment 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.
— Raj
"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
"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 projectstages, 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 committment 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.
— Raj

Why choose FormativGroup?

FormativGroup helps mid-market organizations modernize workflows, connect fragmented systems, and unlock their data's full value. We specialize in Salesforce, application integration, data architecture, automation, and AI readiness across regulated industries including banking, insurance, healthcare, and the public sector. We design scalable technology ecosystems, improving operational efficiency, customer experiences, and business decision-making.

Certified Salesforce Expertise for the Entire Tech Stack

Einstein Einstein
FSC FSC
Tableau Tableau
MuleSoft MuleSoft
Marketing Cloud Marketing
Cloud
Lightning Lightning
Service Cloud Service
Cloud
Commerce Cloud Commerce
Cloud
Sales Cloud Sales
Cloud
Data Cloud Data
Cloud
Agentforce Agentforce
Heroku Heroku
Field Service Field
Service
Pardot Pardot
Experience Cloud Experience
Cloud
Revenue Cloud Revenue
Cloud
Government Cloud Government
Cloud
Public Sector Solutions Public Sector
Solutions
Einstein Einstein
FSC FSC
Tableau Tableau
MuleSoft MuleSoft
Marketing Cloud Marketing
Cloud
Lightning Lightning
Service Cloud Service
Cloud
Commerce Cloud Commerce
Cloud
Sales Cloud Sales
Cloud
Data Cloud Data
Cloud
Agentforce Agentforce
Heroku Heroku
Field Service Field
Service
Pardot Pardot
Experience Cloud Experience
Cloud
Revenue Cloud Revenue
Cloud
Government Cloud Government
Cloud
Public Sector Solutions Public Sector
Solutions

Our Clients

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GET STARTED

Book a Discovery Call

By submitting this form, you agree to FormativGroup Privacy Policy.

Frequently Asked Questions

What is the cost of a Salesforce Assessment?

The cost of a Salesforce Assessment varies based on the size and complexity of your organization's Salesforce environment. We factor in the number of users, integrations, customizations of automations and workflows, and Salesforce clouds needing evaluation.

What's included in a Salesforce Assessment?

A Salesforce Assessment includes a review of your organization's architecture, system integrations and automations, data quality, reporting, and overall efficiency. 

The goal is to identify technical debt, gaps, and hidden inefficiencies. We then strategize opportunities and prioritize next steps in a 30-day forecast tailored specifically to your organization.

How long will a Salesforce Assessment take?

Our Salesforce Assessment takes 7 days from the date of your first call. After our discovery call, we get right to work to provide you with our findings, analysis, and quick-win improvements you can implement immediately.

Why would I need a Salesforce Assessment?

A Salesforce Assessment helps identify the issues preventing your business from operating efficiently and supporting business growth. These issues surface technical debt, inconsistent data, broken automations, reporting inaccuracies, and inefficient workflows that reduce visibility and user adoption.

An assessment provides a clear understanding of those gaps along with prioritized recommendations to improve performance, scalability, security, and overall return on your Salesforce investment.

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