Clean Up & Step Up Your Salesforce
The Salesforce Health Check for Nonprofits
Is your nonprofit getting full value from Salesforce consultant? If your team is building workarounds, questioning data integrity, or sensing there’s a better way, it’s time for a Health Check.
Fundraising, programs, and reporting all rely on accurate data and efficient processes. With more demands on smaller teams, nonprofits can’t afford guesswork or messy systems. The iMission Salesforce Health Check gives you a clear, expert view of what’s working, what’s not, and how to move forward with confidence.
What the Audit Delivers
- ZA stronger donor and client data journey
- ZCleaner, more reliable reporting
- ZStreamlined processes that save time
- ZA roadmap to smarter Salesforce use aligned to your goals
What’s Included in the Health Check
Part 1: Baseline Audit
We review three core areas to build a solid foundation:
Data Integrity
The quality of your data is the foundation of everything you do in Salesforce. We’ll conduct an audit to identify potential issues with data cleanliness, duplication, and consistency. We’ll help you establish best practices for data entry and maintenance so you can have high confidence in accuracy.
Application and System Integration
Effective Use of Nonprofit Solutions
We’ll examine how your organization is currently leveraging Salesforce’s specific solutions for nonprofits. This can include a dive into your use of features for fundraising, program management, volunteer coordination, and more. We’ll look at your current processes and suggest ways to better align them with best practices and available tools, making it easier to track your progress and tell your story.
Part 2: Stepping-Up Discovery
Next, we’ll identify opportunities for you to take advantage of the next wave of Salesforce applications and technologies. This could include:
New Nonprofit Cloud capabilities
Released since your initial implementation
Analytics & data visualization
To anticipate trends and guide decisions
Mobile experiences
So staff can capture and access key info anywhere
Automation
(flows) to remove manual steps and enforce quality
Governance
For sustainable change (naming conventions, roles, ownership)
These insights will guide your organization on how to step up your use of Salesforce. We’ll help you understand how a more strategic and optimized Salesforce instance can support your long-term goals.
Ready to Clean Up & Step Up?
Let’s make Salesforce your team’s unfair advantage.
How Organizations Use the Findings
- ZPrioritize improvements with the biggest impact
- ZBuild the case for investments in technology and training
- ZStandardize processes and governance across teams
- ZTrain staff on efficient, consistent Salesforce use
- ZCreate a shared understanding of how Salesforce supports the mission
Food Pantry & Services
The Problem
Duplicate client records muddied service counts. The Health Check revealed that a lack of standardized data entry rules and duplicate detection settings was causing the issue.
The Solution
Steps were taken to implement custom duplicate rules and staff was trained on a simple “search before you create” process.
The Result
Cleaner data, more accurate reporting, and faster check‑in for visitors.
Homeless Services Organization
The Problem
Through the Health Check, we discovered that teams tracked services in separate spreadsheets.
The Solution
A universal intake solution within Salesforce was adopted, allowing all staff to view a complete record of an individual’s interactions, from intake to housing assistance to financial literacy.
The Result
Less rework and more holistic client support.
Hospice Program
The Problem
Tracking attendance for its community bereavement groups and volunteer training sessions was inconsistent, which made it difficult to report engagement and meet compliance requirements. Our health check identified that they were using a simple custom object that lacked the functionality needed for easy check-ins and reporting.
The Solution
We replaced a custom object with native event/attendance features, automated check‑ins, and added real‑time dashboards.
The Result
Clear compliance reporting and insight into engagement trends.
Get Started Today
Step 1: Request a Health Check
We’ll connect to discuss your nonprofit’s goals, challenges, and how the Salesforce Health Check works.
Step 2: iMission Completes the Audit.
Our team examines your Salesforce instance—data integrity, nonprofit solution use, integrations, and processes—to provide a full picture of current performance.
Step 3: You Get a Clear, Actionable Report.
You’ll receive a comprehensive report with insights, prioritized recommendations, and next steps to strengthen your Salesforce strategy.