Salesforce Health Check

The system already exists.
The question is whether it's still built right.

A systematic review of your existing Salesforce environment to identify risks, technical debt, usability issues, unreliable data and improvement opportunities — before starting another project.

Book an intro call Review an existing Salesforce system

Signs a Health Check is worthwhile

When the review pays off

Users work outside the system.
It's hard to produce reliable reports.
Small changes cause breakages.
There are flows or code with no clear owner.
Permissions have accumulated over time.
Duplicate or missing data.
Integrations are failing.
Load times or performance have degraded.
Costs are rising without added value.
There's no organized roadmap.
Nobody's sure what can be deleted or changed.
Different teams use the system in different ways.

Problems this service solves

When the review changes the picture

Uncertainty before a new project

Before a new phase, an integration, or a move to Agentforce, a Health Check answers: is the foundation solid enough? If not, what must be fixed first?

Technical debt that accumulated quietly

Duplicate flows, old code, orphaned fields and open profiles. The review exposes the debt, prioritizes it, and proposes a phased fix.

Low user adoption

When the system exists but nobody really works in it. The review combines user interviews with real usage analysis.

Unclear license costs

Inactive users, purchased but unimplemented capabilities, and duplicate modules. The review identifies real savings.

What we check

Eight review areas

Architecture

Data model, objects, relationships, scalability, technical debt.

Automation & code

Flows, Apex, triggers, LWC, dependencies, errors and maintainability.

Permissions & security

Profiles, permission sets, sharing, roles, access to sensitive data, excess permissions.

Data

Duplicates, empty fields, data structure, data quality, sources of truth and retention policy.

Usability & adoption

Screens, number of steps, unnecessary fields, real usage, and processes that bypass the system.

Reports & metrics

Report reliability, KPIs, dashboards and consistency across departments.

Integrations

Failures, monitoring, retry, ownership, security and API limits.

Licensing & cost

License utilization, inactive users, purchased but unused capabilities.

How we work

Seven organized steps

01Kickoff & environment access
02Automated metadata scan
03Interviews with stakeholders
04Real usage analysis
05Integration & log review
06Writing the report and recommendations
07Executive presentation

What you get

Clear deliverables for decision-making

Executive summary

A management summary for decision-making.

Prioritized findings report

By severity, impact and effort.

Quick wins

High-value, fast improvements.

Key risks

Gaps that require upfront attention.

Architecture recommendations

Directions for structural improvement of the system.

Improvement roadmap

Phasing and prioritization.

Decision point

A short fit call before ordering a full Health Check

In a short call we'll clarify whether an express Health Check, a deep dive, or support on a single decision is the right fit.

Book an intro call

Decision factors

Three decisions that determine the value of the review

Depth of the review

A one-week express review for a general overview, versus a four-week deep dive that includes code and architecture analysis. The choice depends on system size and the open questions.

When to run a Health Check

Before a new phase, before moving to Agentforce, after switching vendors, or when adoption metrics stay low over time.

Who implements the fixes

You can implement internally, through another partner, or continue with us. We write the report so any qualified party can act on it.

Common mistakes

What to watch for during the review

Relying only on Salesforce's built-in Health Check without reviewing the process side.
Fixing a single finding without understanding the architectural root cause.
Starting a large expansion project before knowing the state of the foundation.
Relying solely on an internal admin for self-diagnosis — it's hard to audit the system you maintain.

Go deeper

Related guides and services

FAQ

Salesforce Health Check — questions we hear often

What is a Salesforce Health Check?

A systematic review of an existing Salesforce org across eight areas: architecture, automation and code, permissions and security, data quality, usability and adoption, reports and metrics, integrations, and licensing and cost. The output is a prioritized findings map with recommended actions.

How long does a Health Check take?

A standard review typically takes two to four weeks, depending on system size, number of integrations and number of users. Some of the work happens with partial environment access, and some through interviews with stakeholders.

What's the difference between HPI Pro's Health Check and Salesforce's built-in Health Check?

Salesforce's built-in Health Check mainly reviews security settings against a Salesforce baseline. Our review is broader and also covers architecture, automation, data quality, real usability for users, license waste, and fit with the business process.

Do you need admin access?

Yes. We need visibility into Setup, metadata and reports. If needed, we can work with read-only access via a dedicated permission set, without touching data or making changes.

What happens with the results?

You get a findings report prioritized by severity, impact and effort, including quick wins you can implement immediately and a medium-term remediation plan. You can implement it yourself, through another partner, or continue with us into a remediation phase.

Next step

Check your existing system

A focused Health Check that flags technical debt, quick wins and the gaps holding back adoption.