Salesforce Health Check Signs Your Org Needs an Audit
The org keeps growing, automations keep piling up, and nobody has reviewed access permissions in years. You know an org needs a Salesforce Health Check when the same handful of symptoms start showing up together. Reports that give a different number depending on who pulls them. Permission sets nobody remembers granting. Flows nobody wants to touch because nobody is sure what they’d break. If two or three of those sound familiar, the org is already overdue. INSIDE THE ORG ! Unused field ! Orphaned Flow ! Permission creep ! Duplicate records Health Check HEALTH CHECK REPORT Security & access Data quality Performance & scale Org structure Licenses & contracts Integrations & API Six domains, one report, no guessing what’s actually wrong. Four warning signs inside the org — one six-domain Health Check report that names every one of them. What an unaudited org tends to look like Custom fields nobody remembers the purpose ofStill sitting on every page layout, slowing down load times, and appearing on reports where they were never meant to. Orphaned Flows referencing deleted objects or fieldsActive automations pointing at things that no longer exist — running silently, failing silently, or doing nothing at all. Permission sets that have grown broader with every hire and never been trimmedThe easiest fix at onboarding time becomes a security exposure the moment someone changes roles or leaves the company. Duplicate records quietly skewing every report that touches themTwo records for the same account mean two pipelines, two activity histories, and one number nobody fully trusts. Why this is a risk now, not a someday problem None of this happens on purpose. It happens because Salesforce is flexible enough to absorb years of quick fixes without ever forcing a cleanup, so the org keeps working just well enough that nobody schedules the review. A former employee with an active login is a live exposure the moment they leave, not a theoretical one. Reports that take too long to load or automations that quietly conflict cost real working hours every single week, not just at renewal time. The longer the mess sits, the more new work gets built on top of it, and the more expensive the eventual cleanup gets. What a Salesforce Health Check covers A TrueSolv Health Check reviews six domains in one pass: Security and access controls. Data quality and management. System performance and scalability. Org structure and customization. License and contract usage. Integrations and API health. The client walks away with a findings report running twenty to forty pages, each issue rated by severity with a plain language explanation and a specific fix. An executive summary condenses the top priorities for anyone who wasn’t in the weeds. An action item list with effort estimates plugs straight into a sprint, and a quick wins checklist flags what an admin can fix the same afternoon. The org keeps working just well enough that nobody schedules the review. That’s what makes the mess expensive — it compounds every week you don’t look at it. Run the free Salesforce Health Check self-assessment for an instant score, or book the full audit through the contact form. Follow TrueSolv on LinkedIn for more org cleanup notes. Salesforce Health CheckSalesforce SecurityCRM AuditSalesforce AdminTrueSolv Share: LinkedIn Twitter / X Copy link In this article 01What an unaudited org looks like 02Why this is a risk now 03What the Health Check covers 6 audit domains 🔐Security & access 🗄️Data quality ⚡Performance & scale 🏗️Org structure 📋Licenses & contracts 🔌Integrations & API Not sure where the org stands? Book the full six-domain audit or run the free self-assessment for an instant score. Book the Health Check → About the Author ST Sergey TrusovCEO & Salesforce Architect at TrueSolv
Salesforce Flow Best Practices Before Automation Breaks
Flow runs fine for months, then fails at the worst possible moment — usually right before a reporting deadline. Following Salesforce Flow best practices means catching the handful of patterns that quietly turn a working automation into a liability, well before that automation is the thing standing between your team and a Monday morning report. Most flows don’t fail because Salesforce changed something. They fail because small shortcuts from setup day were never cleaned up. That’s the part admins tend to miss. A flow that ran cleanly in testing keeps running cleanly for weeks, sometimes months, because the exact conditions that break it haven’t happened yet. Then record volume spikes, or someone adds a second automation on the same object, and the whole thing falls over in front of the one person checking the pipeline report an hour before a leadership meeting. SALESFORCE FLOW / RISK PATH DML in a loop No fault path Hardcoded Id Duplicate trigger No test coverage Audited & stable Quarterly audit checklist Flow Trigger Explorer reviewed for every multi-automation object Every flow has a fault path connected, none left as a dead end Error emails route to an active admin, not a former employee Five risk points on the path from a working flow to an audited, stable one. Five signs a Flow is overdue for a look 1DML or SOQL inside a loopUpdating or querying records one at a time inside a loop is the fastest way to hit governor limits once record volume grows past what it looked like in a sandbox. 2Missing fault pathsA flow with no error handling doesn’t fail quietly. It fails loudly, usually by leaving a record half updated with no trace of what went wrong. 3Hardcoded record IDsAn ID copied in during testing works fine until the flow moves to a new org or the referenced record gets deleted, then it breaks with no obvious cause. 4Duplicate triggers on the same objectTwo flows, or a flow and an Apex trigger, both firing on the same object update can create conflicting logic, race conditions, or updates that quietly overwrite each other. 5Zero test coverage on related ApexAny Apex tied to the automation with no meaningful test coverage is a change nobody can safely make without breaking something else first. How to actually find these before they find you Flow Trigger Explorer, inside Setup, shows every flow and trigger firing on a given object in one place, including the order they run in. That order is where duplicate or conflicting automation usually hides, since two flows updating the same field rarely announce themselves until you see them listed side by side. Debug logs fill in the rest. Turning on debug logs for a user who regularly triggers the flow in question, then reading through what actually fired during a normal transaction, tends to surface loop-heavy DML and missing fault paths faster than reading the flow canvas alone. A flow can look fine on screen and still be doing something expensive every time it runs. A checklist worth running on a schedule Salesforce Flow audit checklistRun this on a schedule — quarterly is enough for most orgs Pull up Flow Trigger Explorer for every object with more than one active automation Confirm every flow has a fault path connected, not left as a dead end Search flow elements for hardcoded IDs left over from testing Check for DML or SOQL sitting inside a loop element Confirm Apex tied to automation has real test coverage, not just enough to pass deployment Make sure flow error emails route to an active admin, not someone who left the company last year None of this takes long to check. It takes almost no time at all to skip — which is exactly how an automation that ran fine for a year ends up failing the week a board report is due. If a full pass through your org sounds like more time than your week has, send it our way through the contact form. A Salesforce Health Check covers Flow and automation health as one of six audit areas, alongside security, data quality, and performance, so you get the full picture instead of just the flows that happened to break first. Salesforce FlowSalesforce AdminAutomationSalesforce Health CheckCRM Best Practices Share: LinkedIn Twitter / X Copy link In this article 015 signs a flow needs a look 02How to find problems first 03Audit checklist 5 flow risk patterns DML or SOQL inside a loop Missing fault paths Hardcoded record IDs Duplicate triggers on same object Zero Apex test coverage Where to look in Setup 🔍Flow Trigger Explorer 🪲Debug logs — live user 📋6-item audit checklist About the Author DK Dilyara KolesnikovaSalesforce Developer & Technical Writer at TrueSolv