Signs You Need a Salesforce Health Check and What It Reviews

Salesforce is a powerful customer relationship management (CRM) platform that can streamline how a business runs. But like any complex system, a Salesforce org can become harder to manage over time. Regular health checks keep it efficient, stable and aligned with your business goals. Below are the main signs you need a Salesforce health check, and the metrics a good health check reviews.

What Is a Salesforce Health Check?

A Salesforce health check is a detailed review of your Salesforce environment. It measures your org against Salesforce best practices to find weaknesses and areas for improvement, so you can fix them before they become security risks or operational disruptions.

At its core, a health check examines performance (do pages load quickly and do tasks run without delays?), security (is your data protected?) and data quality (are records consistent and free of duplicates, so your reports can be trusted?). A thorough review then extends to customisations, integrations, automation, reporting, compliance, backups and user adoption, and finishes with recommendations in priority order.

When Do You Need a Salesforce Health Check?

1. Declining User Adoption

This is one of the clearest signs that your Salesforce needs a health check. If your team isn't using Salesforce as regularly or effectively as it used to, there may be underlying problems such as a complicated interface, slow performance or missing functionality. A health check helps you pinpoint these problems and improve user engagement.

2. Slow System Performance

Performance issues are a common sign that your Salesforce setup needs attention. Frequent crashes, slow-loading pages and delayed data updates frustrate users and reduce productivity. A Salesforce health check finds the causes, such as large data volumes, inefficient workflows or outdated customisations, and recommends improvements.

3. Outdated Customisations and Integrations

Customisations and integrations with other tools are meant to extend what Salesforce can do. As your business grows, though, they can become outdated or redundant. If some features no longer help, or integrations create more problems than they solve, it's time for a health check. It will show you what to update or remove so your Salesforce environment stays streamlined and effective. If integrations need rebuilding, our Salesforce integration services can take that on.

4. Data Quality Issues

Well-informed business decisions depend on accurate, consistent data. If you're finding duplicates, incomplete records or incorrect information, your Salesforce needs a health check. A thorough review traces these issues to their source and puts data management practices in place to protect data integrity.

5. Security Concerns

With cyber threats growing, protecting your Salesforce data is a priority. If you're worried about data breaches, unauthorised access or outdated security settings, a health check will review your security configuration, identify vulnerabilities and recommend measures to improve data protection and compliance with industry standards.

6. Underutilised Features

Salesforce regularly adds new features and improvements, but your team may not know about them or use them. If your org isn't making use of the features available to it, a health check will identify what's going unused and recommend configuration changes or training so you get more from the platform.

7. Inconsistent Reporting and Dashboards

Reliable reports and dashboards are essential for tracking performance and making strategic decisions. If your reports or dashboards show inconsistent figures, or no longer provide useful insights, Salesforce consulting services can help. A consultant's review will make sure your reporting tools are configured correctly and deliver accurate, actionable data.

8. Complex and Inefficient Workflows

Workflows and automation are designed to simplify processes and improve efficiency, but over the years they can become overly complex. If your team spends too much time managing workflows, or processes aren't running as smoothly as they should, a health check will help streamline them and lift overall productivity.

9. Compliance and Regulatory Changes

Regulatory and compliance requirements keep evolving. If your business has faced recent compliance changes, or you expect regulatory updates soon, a Salesforce health check can confirm your system meets the new requirements. This proactive approach helps prevent problems and keeps your business compliant.

10. User Feedback and Complaints

Feedback from users is a valuable source of information about the health of your Salesforce system. Frequent complaints or negative feedback about usability, functionality or performance are a clear sign that a health check is needed. Addressing these issues directly improves user satisfaction and adoption.

What Metrics Does a Salesforce Health Check Review?

A thorough Salesforce health check assesses every major component of your org. These are the areas and metrics it should cover:

• System performance: Assess page load times, transaction processing speed and overall responsiveness. Identify any performance bottlenecks and find their root causes.
• Data quality and management: Check for duplicates, incomplete records and inaccuracies, then put data cleansing and de-duplication processes in place to maintain data integrity.
• Security: Examine user permissions, data access controls and authentication methods. Identify any vulnerabilities and strengthen the protection of your data.
• Customisations and integrations: Confirm your existing customisations are still relevant and effective, update or remove outdated ones, and make sure every integration is working properly.
• Feature utilisation: Identify underused features and recommend changes that help your team use more of Salesforce's capabilities, including recent releases.
• Workflow and automation efficiency: Analyse workflows and automation for inefficiency and unnecessary complexity, then streamline them to lift productivity and reduce manual effort.
• Reporting and dashboards: Make sure reports and dashboards are set up correctly, provide useful insights and present data consistently, backed by standard reporting procedures.
• Compliance and regulatory alignment: Verify that your Salesforce setup meets current regulatory requirements, anticipate upcoming changes and make the adjustments needed to stay compliant.
• Backup and recovery: Assess how effective your data backup processes are, so you know your data can be recovered if it is lost.
• User experience and feedback: Collect user feedback and measure overall satisfaction. Address recurring complaints and improve usability to lift adoption and user confidence.

What Are the Benefits of a Regular Salesforce Health Check?

Beyond fixing immediate problems, regular health checks deliver ongoing benefits:

• Greater reliability and less downtime: Catching potential issues early reduces the risk of system failures and unexpected glitches.
• More accurate data: Finding and fixing data discrepancies keeps your reports and analytics dependable, which supports better decisions.
• Stronger security: Comparing your security settings against best practice identifies vulnerabilities and protects your organisation from potential threats.
• More efficient workflows: Reviewing your processes removes bottlenecks and duplication, lifting efficiency and productivity.
• Better user adoption: A system that is easy to use and meets users' needs gets used, and the process itself shows users and admins why a healthy org matters.
• New opportunities: A health check doesn't just find weaknesses; it also reveals customisations and enhancements that can unlock new efficiencies.

Treat health checks as preventive maintenance and build them into your regular Salesforce routine, rather than waiting for something to break.

How Do You Get a Salesforce Health Check?

A health check is essential to keeping your Salesforce org performing well. By identifying and fixing problems such as declining user adoption, slow performance, outdated customisations, data quality issues and security concerns, you can make sure Salesforce keeps meeting your business needs.

An experienced Salesforce consulting partner can find and address these problems for you. The fixed-price Salesforce health check from SOL Business Solutions costs $2,000 AUD. It runs 100+ automated checks across your org and delivers a 20+ page report with a prioritised roadmap, and our consultants can then help you work through the fixes from $150 AUD per hour. See our transparent Salesforce pricing in AUD, or get in touch with SOL Business Solutions to book yours.