TS
Trailblazer Scout
Salesforce Practice Intelligence
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Merkle · Salesforce Practice

The Salesforce bench, in one honest read.

Every certification, skill, and readiness signal in the practice — pulled live from Salesforce, scored the same way every time, and turned into decisions leaders can stand behind.

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01

What you get

one snapshot, full visibility
i

See the whole bench

Skills, certifications, and engagement across the entire Salesforce practice — one live read, not a dozen spreadsheets.

ii

Know who's ready

A composite 0–100 deployment-readiness score per person, with bench availability and pitch readiness up front.

iii

Act with confidence

Health scores, week-over-week trends, and automated nudges replace gut-feel staffing calls.

02

The toolkit

everything the practice needs
01
Directory
Every person in the practice, filterable by account, capability, domain and country — and every figure on the page clicks through to exactly the people it counts.
02
Insights
The practice over time: the Directory's own measures across any date range, with what moved and whether it was the practice or the roster.
03
Executive dashboard
A Practice Health Score over four scored KPIs — cert coverage, profile completion, engagement and AI readiness — with risks and inventory in one read.
04
Talent Footprint
Certification, profile and FDE readiness by region and country, each against the standard the practice holds itself to.
05
Regional Briefing
A leadership one-pager per region: where the gap is, who is cheapest to close, and the one move that shifts it.
06
My Profile
A person's own record, live from Salesforce — the eight profile signals, their credentials and maintenance dates, exactly as leadership reads them.
07
Salesforce sync
Automated, read-only SOQL pulls on a daily, weekly, biweekly, or monthly schedule.
08
Certification maintenance
Bands are recomputed on every read against today, so a credential that has since gone overdue never still reads safe.
09
Deployment readiness
A per-person score across availability, pitch readiness, expertise, and client-facing status.
10
Folder-scoped access
Viewers see only their regions; role-based permissions and two-factor on every account.
11
Lifecycle email & nudges
Welcome, activation, and re-engagement nudges plus digests — opt-out and bounce-aware.
12
Activity & audit trail
Every action logged, filterable by category, and exportable for leadership.
03

How it works

Salesforce to decision, in three moves
01

Sync

Read-only SOQL pulls the practice straight from Salesforce on your schedule — no write-back, ever.

02

Analyze

Every snapshot is scored: practice health, deployment readiness, certification maintenance, engagement.

03

Act

Dashboards, reports, and nudges turn the numbers into decisions — and keep leaders in the loop.

04

Your profile, your signal

for everyone on the bench

Not a practice lead? You still have a stake. Every Trailblazer has a Profile Score — 8 signals, drawn straight from your Salesforce record, that decide how staffable and client-ready you read to leadership.

Enter your work email and see exactly which signals you're missing — and how you stack up against your practice.

Check your own profile
05

Built on trust

transparent · read-only · accountable

Every number is explainable

A full scoring methodology sits behind each metric — formulas, weights, and thresholds, in the open.

Read-only by design

SOQL queries pull data; nothing is ever written back to production Salesforce.

Scoped & protected

Folder-scoped visibility, role-based access, and app-based two-factor on every account.

Fully auditable

Every administrative and automated action is logged, attributable, and exportable.

Find your bearings.

Sign in with your Merkle credentials to see the practice in focus.

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