Every Salesforce org looks healthy from the home page.
The problems live in permission sets nobody remembers, flows that fail at night and integrations owned by someone who left two years ago. None of them show up on a dashboard until something breaks.
This 30 point Salesforce health check checklist lets you find most of them yourself in one afternoon. When you want a second pair of eyes, our Salesforce health check turns the same review into a prioritised fix list.
What is a Salesforce health check
A Salesforce health check is a structured review of security, automation, data, integrations and adoption that ends with a prioritised list of what to fix first. It is not a redesign. It is a calm look at how the org is really being used today, compared with how it should work, so that small issues get fixed before they turn into expensive ones.
Go through each point below and tick it only if your org passes. Be honest, since a generous tick today becomes a surprise later.
The 30 point checklist
Five sections: security and access (8 points), automation (6), data quality (6), integrations (5), and adoption and reporting (5). Tick a point when your org passes, and each section scores itself as you go.
If you plan to test any fixes, our guide on sandbox strategy shows how to do it safely. For the reporting side, our guide to Salesforce reports covers what to keep and what to retire.
How to score your org
Count the points you could not tick in each section and give the section a colour.
- Green, zero or one point missed. Healthy, keep your regular admin rhythm
- Amber, two or three points missed. Worth a focused fix within the next quarter
- Red, four or more points missed. Something here is likely costing you time or carrying risk today
A single red section is normal, especially in orgs that grew fast. Several red sections usually mean the org has outgrown the way it is being looked after. 🔍
When a full audit pays off
Our Salesforce health check goes beyond this list into licence usage, performance and org structure, and ends with a findings report with severity ratings, an executive summary for leadership and a walkthrough call. It is delivered in 5 to 7 business days for a fixed price.
Salesforce Health Check
We review your org end to end and hand you a prioritised fix list, so you know what to fix first and what it will cost.
- Findings report with severity ratings
- Executive summary for leadership
- Walkthrough call with your team
- Delivered in 5 to 7 business days, fixed price
A checklist tells you where it hurts, and a proper health check tells you what to fix first and what it will cost. 💡
Not sure which signals apply to you? Read signs your org needs a Salesforce health check, or talk to us about ongoing Salesforce consulting if you want a partner who stays with the org after the review.
