What is a Salesforce Health Check?

A Salesforce Health Check is an in-depth audit of your Salesforce system, designed to diagnose technical and business issues, evaluate system usage, and prepare for future projects. Much like a routine health check-up for your body, this audit identifies hidden problems and provides insights for improvement. It is personalised to meet the unique needs of each business, ensuring solutions that align with specific goals and processes.

When Do You Need a Salesforce Health Check?

There are several scenarios where a Salesforce Health Check becomes essential:

• System Setup Issues: If something is amiss with your current Salesforce setup.

• User Adoption Challenges: When users aren’t fully utilising the system, and the reasons are unclear.

• Project Preparation: Before embarking on a new project, understanding the current state of your Salesforce instance is crucial.

• New Responsibility: If you’ve recently taken over a Salesforce org and need comprehensive context.

• Correct Setup Assurance: To verify that your Salesforce system is set up correctly.

• Business Evolution: When your business processes have changed, but your Salesforce system has not kept pace.

The Importance of Salesforce Health Checks

Salesforce Health Checks are vital for several reasons:

• Identify and Mitigate Risks: Over time, legacy elements, storage limitations, and convoluted processes can cause system slowdowns, data inconsistencies, and security vulnerabilities. Health Checks help identify and proactively address these issues.

• Ensure Security: They provide a thorough analysis of your security settings, including those of integrated third-party apps, ensuring compliance with industry standards.

• Improve User Adoption: By identifying reasons for low user engagement and providing solutions, Health Checks help enhance user adoption.

• Enhance Performance: Identifying bottlenecks and areas for improvement helps streamline the system for better performance.

• Leverage New Features: Salesforce frequently releases updates and enhancements. Health Checks ensure you are leveraging the latest features to benefit your organisation.

• Support Business Changes: As your business evolves, your Salesforce implementation should too. Health Checks help align your Salesforce system with current business processes.

Key Components of a Salesforce Health Check

1. Stakeholder Workshops: To understand current business processes and pain points.

2. Technical Analysis: A thorough review of system configuration, adherence to best practices, and identification of technical concerns.

3. Salesforce Limits Analysis: Ensuring you are not at risk of hitting governor or data limits.

4. Code Review: Evaluating the quality and functionality of custom code.

5. Findings Report: Providing detailed, actionable recommendations to enhance system performance.

Benefits of Conducting a Salesforce Health Check

The advantages of a Salesforce Health Check are manifold:

• Improved Performance: Optimises your Salesforce org to ensure peak efficiency.

• Enhanced Security: Assesses and improves your security settings.

• Better Data Quality: Provides recommendations for data cleansing and de-duplication.

• Increased Automation: Streamlines processes and reduces manual effort.

• Greater ROI: By optimising your Salesforce org, you maximise your investment’s value.

• Increased User Adoption: Identifies and addresses barriers to user engagement.

Tools to Facilitate a Salesforce Health Check

Several tools can aid in conducting a comprehensive Salesforce Health Check:

• Salesforce Health Checker: A free tool available in the Setup menu for analysing vulnerabilities.

• Salesforce Optimizer: Provides detailed data and recommendations for improving system performance.

• Third-Party Tools: Such as Apex PMD for code analysis and Checkmarx Apex Code Scanner for security assessments.

Conclusion

Regular Salesforce Health Checks are crucial for maintaining a secure, efficient, and high-performing CRM system. Certified Salesforce professionals can help SMBs unlock the full potential of Salesforce through comprehensive health checks and ongoing support.

Ready to optimise your Salesforce system and drive your business forward? Contact Hynate Solutions today for a detailed Salesforce Health Check and personalised recommendations to enhance your CRM performance. Reach out to us at info@hynatesolutions.com.au and take the first step towards a healthier, more efficient Salesforce org.