Salesforce Health Check
The system already exists.
The question is whether it's still built correctly.
A systematic review of the existing Salesforce environment to identify risks, technical debt, usability issues, unreliable data, and opportunities for improvement—before starting another project.
Signs that a Health Check is recommended
When the check is worthwhile
- Users work outside the system.
- It's hard to generate reliable reports.
- Small changes cause malfunctions.
- There are Flows or code without clear ownership.
- Permissions have accumulated over time.
- Duplicate or missing data.
- Integrations fail.
- Loading times or performance have been affected.
- Costs increase without an improvement in value.
- There is no organized Roadmap.
- No one is sure what can be deleted or changed.
- Different teams use the system in different ways.
Problems the service solves
When an audit changes perspective
Uncertainty before a new project
Before a new phase, integration, or transition to Agentforce, A Health Check answers the question: Is the foundation stable enough? If not, what must be fixed first?
Technical debt silently accumulated
Duplicate Flows, old code, abandoned fields, and open profiles. The audit uncovers the debt, prioritizes it, and proposes a phased remediation plan.
Low user adoption
When the system exists but no one genuinely works with it. The audit combines user interviews and actual usage analysis.
Unclear license costs
Inactive users, purchased but unimplemented features, and duplicate modules. The audit identifies real savings.
What is checked
Eight inspection areas
Architecture
Data Model, Objects, Relationships, Scalability, Technical Debt.
Automations and Code
Flows, Apex, Triggers, LWC, dependencies, errors, and maintainability.
Permissions and Security
Profiles, Permission Sets, Sharing, Roles, access to sensitive information, redundant permissions.
Data
Duplicates, empty fields, data structure, information quality, sources of truth, and retention policy.
Usability and Adoption
Screens, number of steps, redundant fields, actual usage, and processes that bypass the system.
Reports and Metrics
Report reliability, KPIs, Dashboards, and consistency between departments.
Integrations
Failures, Monitoring, Retry, Ownership, Security, and API Limits.
Licenses and Costs
License usage, inactive users, purchased but unused capabilities.
The Work Process
Seven structured steps
- 01Kickoff and environment access
- 02Automated Metadata scan
- 03Interviews with stakeholders
- 04Actual usage analysis
- 05Integration and log checks
- 06Report writing and recommendations
- 07Presentation meeting for management
What you get
Clear deliverables for decision-making
Executive Summary
Executive summary for decision-making.
Graded findings report
By severity, impact, and effort.
Quick Wins
Quick-win improvements.
Key risks
Gaps that require proactive attention.
Architecture recommendations
Directions for structural improvement of the system.
Roadmap for improvement
Phasing and prioritization.
Decision Point
A brief compatibility check before ordering a full Health Check
In a short call, we'll determine whether to recommend an Express Health Check, Deep-Dive, or guidance on a single decision.
Decision Considerations
Three decisions that determine the value of the audit
Audit depth
An Express audit in one week for an overview versus a four-week Deep-Dive that includes code and architecture analysis. The choice depends on the system's size and open questions.
When to conduct a Health Check
Before a new phase, before migrating to Agentforce, after a vendor change, or when adoption rates have been low for an extended period.
Who implements the fixes
It can be implemented internally, through another partner, or continued with us. We write the report so that any professional can act on it.
Common Mistakes
What's important to maintain during the check
- Relying only on Salesforce's built-in Health Check without examining the process aspect.
- Fixing a single finding without understanding the architectural root cause.
- Starting a large expansion project before knowing the foundational status.
- Trusting only an internal admin for self-diagnosis — it's difficult to critique a system you maintain.
Frequently Asked Questions
Salesforce Health Check — Frequently Asked Questions
The Next Step