Salesforce Assessments

We take a comprehensive look under the hood and provide expert recommendations so you have all the facts before taking the next step in your project.

Salesforce Assessments

Why start with questions? Because diving into complex technology projects before understanding what’s going on behind the scenes is expensive and time-consuming. Elevation Solutions asks the right questions to understand your unique needs so we can deliver relevant expert recommendations and a feasible, predictable approach to transform your vision into a value-generating reality.

We are relentlessly committed to technology sustainability, and we believe it’s critical to lift up the hood before expanding to ensure you’re building on top of a solid foundation. Our team will ensure we have facts on the table and know where you are. Then we’ll work together to create an appropriate technical plan.

Assessments are Great For:

  • Existing Salesforce Customers in Need of a Health Check
  • Managed Package Org to Salesforce Native Org Migrations
  • Multi-Org Customers with Consolidation Goals
  • Complex Integration Infrastructure that Needs to be Streamlined
  • Organizations Ready to Expand their Platforms to the Next Business Function

Agentic Readiness Check

An Agentic Readiness Check is Elevation’s answer to a question every Salesforce org is starting to face. Agentic AI is arriving, whether it’s Claude, Copilot, or Salesforce’s own native agents doing the connecting. Before any of them touch your org, the org needs to be ready for it.

We build every Agentic Readiness Check around our People + Process = Technology approach. We start with how your staff work day to day and where handoffs break down, then run a technical review against four things:

  • Written policy and standards of use
  • A permissions audit
  • A plan for phasing in by role
  • A backup and restore plan

You walk away with a roadmap for exactly what to shore up before an agentic tool gets anywhere near your student, donor, or program data, regardless of which vendor you choose.

Agentic Readiness Checks are Great For:

  • Organizations piloting Claude, Copilot, ChatGPT or Agentforce’s native agents
  • Any org about to grant a staff role natural-language access to Salesforce data for the first time
  • Teams who are ready to make the next step of letting an agent read or write data in their org
  • Organizations that are ready to expand Agentic AI org wide but don’t know where to start.

Let’s talk about your project.

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