Salesforce health check

Salesforce health check services

Prevent data breaches and safeguard sensitive customer information with our Salesforce security
health check services. Identify and fix vulnerabilities early on to make sure your organization is truly protected.

consulting partner

Start a health check project

Benefits
of Salesforce
Health Check

Over time, even the most well-maintained Salesforce org accumulates configuration issues, data disparities, and security vulnerabilities. A health check, especially if done regularly, identifies these problems before they compromise your operations or data.

Act on security bottlenecks
Optimize system performance
Clean up duplicate and irrelevant data

In addition to these benefits, you’ll also receive a security score that benchmarks your org against the Salesforce Baseline Standard. Equipped with this knowledge, you can implement essential security measures, introduce custom configurations, and develop a comprehensive plan for addressing identified issues and optimizing your Salesforce environment.

Identifying symptoms
of Salesforce health issues

Underutilization of features

Paying for features your team isn’t using is one of the common Salesforce issues — and a waste of your valuable money. A checkup can identify underutilized functionalities to optimize your system.

Data integrity and reporting errors

If you’re facing inaccurate or duplicate data in your reports, chances are you need a Salesforce Health Check. It’ll help you identify the source of these errors and recommend ways to keep your data consistent.

Poor user adoption and engagement

Is your team reluctant to use Salesforce? A Health Check can show you the reasons for low adoption — think usability problems or lack of training — and find a suitable solution.

Security vulnerabilities

Outdated configurations, weak access controls, and user-created vulnerabilities are several Salesforce security risks you might face. A thorough checkup is best in handling those and strengthening your security posture.

System complexity and user confusion

Is your Salesforce org cluttered with unnecessary apps and packages? Handling a Health Check might be the best way to analyze your current setup and simplify workflows.

Performance bottlenecks and system delays

Whenever your users experience slow loading times or unresponsive screens, a Security Health Check is a must. It’ll find the root cause of these delays and help you resolve them.

Challenging Salesforce updates and upgrades

Does moving your org to the latest Salesforce versions feel like a dead end? A Health Check can evaluate your system’s compatibility with upcoming updates and suggest strategies for a hassle-free upgrade.

Our Salesforce health check process

We take a thoughtful approach to locating potential issues within your org. Generally, we follow three Salesforce Health Check steps: consultation, diagnostics, and reporting.

Initial consultation and needs assessment

We start by discussing your business goals and desired outcomes. As part of the consultation, we’ll talk about your project scope, current challenges, and any areas of particular concern. We’ll learn as much as possible about your situation so our Salesforce org health check matches your needs and focuses on the most critical aspects.

Detailed
siagnostics

Based on your request, we may conduct anything from a quick security check to an in-depth analysis of your system. We’ll explore your organization’s configurations, security settings, data quality, and performance. Our specialists will combine automated tools to scan your system for common issues and manual reviews to study it in greater depth and ensure everything works properly.

Reporting and recommendations

Once we finish diagnostics, we’ll send you a detailed Salesforce health check report. This document will clearly explain any issues identified and offer actionable suggestions for their resolution. For transparency, we’ll also outline all the work done throughout the diagnostics phase and the tools we used.

Security assessment

Locate vulnerabilities in your security settings, access controls, and permission configurations. Let us compare your security posture to the Salesforce Baseline Standard and suggest ways for improvement.

Data quality and accuracy

Eliminate inconsistencies, duplicates, and missing information. Our Salesforce security health check makes sure your data is accurate and sets up a proper data management strategy for future success.

System and user performance

Identify performance bottlenecks and optimize your system through our health check Salesforce service. Deliver a smoother experience for everyone using Salesforce in your organization.

Integration and third-party compatibility

Ensure your integrations with third-party apps and plugins are working flawlessly. Our Health Check guarantees you’re getting the most out of your entire connected environment.

Feature utilization and optimization

Evaluate your Salesforce feature utilization and find ways to use them more effectively. By using Salesforce to its fullest potential, you can achieve greater efficiency.

Why choose us for your Salesforce health check

Entrust your Salesforce health check only to reliable experts — like we are. Our team has been safeguarding businesses since 2017, regardless of their industry and size. We’ve already assisted over 110 businesses in optimizing their Salesforce org, and we’re ready to do the same for you.

Deliverables of our Salesforce
health check

Our health check goes beyond just a simple security scan. It provides a well-thought-out plan for reaching a healthier future for your Salesforce org.

Comprehensive health check report

You’ll get a detailed and easy-to-understand Salesforce health check report with a list of discovered vulnerabilities. Each issue will be categorized by severity and potential impact.

Actionable insights and recommendations

We won’t just tell you where the problems are — we’ll provide you with recommendations for solving them. Be sure our insights will be tailored to your specific needs.

Prioritized improvement plan

Besides specific recommendations, you’ll also receive a comprehensive roadmap for improving your Salesforce org. We’ll cover aspects like security, performance, and user experience, among others.

Our Salesforce health check case studies

Automated quote calculation with Salesforce CPQ for a British brickwork contracting company

Noltic’s Revenue Cloud team has created a custom quote builder with an automated calculation mechanism using Salesforce CPQ. It allows the Cheshire Pointing team to make the house measurements needed for their services, and provide a quote for their customers right on the spot.

Learn more

Enhancing the security and efficiency of sensitive data flow for a Caribbean financial sector client

Creating a reliable and privacy-driven API connection with partner banking institutions and eliminating incoming data loss issues to ensure steady system performance and help build trustful relationships with B2B customers for our client.

Learn more

/ Start a Salesforce  
health check project

Lets work together

salesforce engineers working at the office

What exactly is a Salesforce health check

A Salesforce health check is a comprehensive analysis of your Salesforce org. It helps you identify security vulnerabilities, data inconsistencies, and performance bottlenecks.

How often should a Salesforce health check be performed?

Ideally, you should handle a Salesforce health check at least once a year. However, if you’ve recently introduced changes to your org or faced security or performance issues, an immediate check might be necessary.

What are the main areas analyzed during a Salesforce health check?

A Salesforce security health check typically covers several aspects: security vulnerabilities, data quality and consistency, system performance, third-party integrations, and feature utilization.

Can a Salesforce health check disrupt my daily business operations?

No, it cannot if appropriately performed. A well-planned Health Check doesn’t impact your operations at all.

What should I expect to receive at the end of a health check?

After the health check, you’ll get a comprehensive Salesforce health check report with identified issues and ways of tackling them. You’ll also receive a prioritized improvement plan for future Salesforce environment optimization.

Salesforce health check services

Benefits
of Salesforce
Health Check