Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Engagement and Health Check
Make the best out of your Salesforce investment. Get your free trial today!
Overview
Engagement and Health Check (EHC) App scans your Salesforce instance for several vital statistics and metrics. The objective is to help improve your Salesforce implementation, user adoption and get the best value out of your Salesforce investment.
EHC App advises Salesforce Administrators as well as the Management Team to run the Salesforce org effectively. It checks for a number of issues that can get easily neglected but are business critical and affects productivity.
EHC App is completely native. Your data is not exposed to any external end point or service. The scan results can be emailed to the EHC support team as an option, to help you resolve any outstanding issues.
EHC App can run as a scheduled job as well. The Scan details are stored in a custom object for reporting purposes.
Engagement and Health Check (EHC) App checks User adoption, Salesforce license usage and Productivity from a Business stand-point. EHC checks if there are Leads or Accounts left untouched by Sales Reps. It also checks how effectively the Opportunity management is implemented in Salesforce. EHC team at Effexoft keeps adding additional functionality to the App at no additional cost to you. Please feel free to give us your feedback and help improve the App further. Get your 14 day free trial today.
Categories
- Business Needs
- Admin & Developer Tools
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package