Salesforce audit and health
check services
A Salesforce health check gives you a clear view of risks, weak spots, and hidden issues across your setup. You receive a practical Salesforce health check report that helps you fix problems before they lead to downtime, data loss, or blocked users.
Why choose Noltic
We safeguard businesses across every sector with proven expertise and comprehensive solutions brought by a certified Salesforce team.
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Who needs a Salesforce audit and why it matters
A Salesforce org health check is useful for any team that wants to keep their system stable, secure, and easy to work with. Over time, small changes, skipped updates, or quick fixes can turn into bigger issues that slow down your work or put data at risk.
You may need a Salesforce audit if you notice:
Underused features
You pay for tools your team does not use. A Salesforce audit helps you understand what works, what is ignored, and what can be simplified.
Reporting problems
Inconsistent data messes up your reports. A security health check in Salesforce helps find the source of these errors.
Low user adoption
A confusing or slow setup makes it harder to adopt. A health check Salesforce review highlights where users get stuck.
Security gaps
Weak permissions, old configurations, and public access settings can expose your data. A Salesforce security audit shows the risks.
Slow performance
Long loading times point to issues in metadata, integrations, or data volume. An org health check helps you find the cause.
Challenges with updates
If new releases or upgrades cause errors, you need a Salesforce technical audit to check compatibility before changes reach your users.
Our Salesforce health check process
Our Salesforce health check follows a clear, structured path. The goal is to understand your setup, find weak spots, and give you a practical plan you can act on right away.
What our Salesforce health check covers
A full Salesforce audit gives you a complete view of your system. Our review covers four areas that shape the stability, security, and performance of your org.
System review
Your core setup is checked with Salesforce audit tools and manual analysis. We evaluate:
- Security settings and exposure risks
- Salesforce Optimizer results
- Release updates and skipped items
- License usage
- Installed packages
- Deprecated tools and functions
- Authentication policies
- Public access settings
Data quality assessment
Your data is evaluated for accuracy, structure, and reliability.
We review:
We review:
- Naming and formatting
- Record lifecycle
- Ownership and visibility
- Monitoring and audit settings
- Data backup strategy
- Backup tool reliability
- Duplicates
- Data skew risks
Metadata and code review
Your custom logic, automation, and integrations are reviewed for accuracy, quality, and long term stability.
We check:
We check:
- Apex and LWC code scan
- Apex logic, limits, and performance
- Aura and LWC quality
- Flows, sharing rules, and validation rules
- Integrations and connection stability
- Object and field usage patterns
Roadmap and action plan
Your Salesforce health check report includes a clear improvement plan.
You receive:
You receive:
- Full list of identified issues with severity levels
- Priority order
- Ownership and visibility
- Practical steps to fix each problem
- A plan that guides admins and developers on what to act on first
Deliverables of our Salesforce health check
Your Salesforce audit outcomes are presented in a structured and practical format.
Full health check report
A detailed document outlines all findings across security, data, performance, metadata, and integrations. Each item includes impact, severity, and guidance on what to do next.
Actionable recommendations
Practical suggestions identify what needs adjustment and why it matters to users, data quality, or performance.
Prioritized improvement plan
A clear roadmap highlights what to address first. Your team can focus on updates that bring the biggest improvement to your Salesforce system health check score.
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FAQ
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.
Noltic’s team is always open to suggestions and requests
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