Use this checklist before a renewal, expansion or new-product purchase.
User and licence review
- Which users are active?
- Which users have not logged in recently?
- Are users assigned the correct licence type?
- Are multiple licences supporting overlapping capabilities?
- Are contractors, temporary users and former employees removed or reviewed?
Business-process review
- Can sales teams manage the full opportunity process in Salesforce?
- Can service teams see the context needed to resolve a case?
- Are quotes, approvals or bookings maintained outside Salesforce?
- Are follow-ups automatically created and tracked?
- Are managers using Salesforce reports for decisions?
Adoption review
- Which fields are consistently incomplete?
- Which teams use spreadsheets or email trackers?
- Are reports trusted by management?
- Do users understand why the information is required?
AI-readiness review
- Is the underlying data reliable?
- Are access rules documented?
- Is there a specific workflow to improve?
- Can the outcome be measured?