The Salesforce Health Check Workbook
47-point self-assessment covering data hygiene, automation health, security, technical debt, and ROI, used by our consultants on every engagement.
Read the full post →What is a Salesforce health check?
A Salesforce health check is a structured review of an org covering security and access, data quality, automation, customization and technical debt, integrations, reporting and user adoption. The output is a prioritized list of risks and fixes, so you know what to address first and what can wait.
Is This You?
Signs you need health check.
- You inherited an org from a previous admin or partner.
- You are planning Agentforce or other AI and need to know if your data is ready.
- Salesforce feels slow, cluttered or fragile.
- Renewal is coming and you want to know what you are paying for.
What's Included
What we deliver.
Security and access
Profiles, permission sets, sharing and admin access reviewed against least-privilege.
Data quality
Duplicates, incomplete records and stale data measured on your key objects.
Automation
Workflow rules, Process Builder, Flows and triggers inventoried for overlap and failure risk.
Technical debt
Unused fields, objects, code and packages that add cost without value.
Adoption and reporting
Usage patterns and whether dashboards reflect reliable data.
Prioritized findings
A ranked fix list with effort estimates, not just a list of problems.
- AccessRead-only access and a short kickoff.
- ReviewOrg analysis and stakeholder interviews.
- ReportFindings ranked by risk and effort.
- PlanNext steps you can run yourself or with us.
Technology Services
A multi-region technology-services firm reached a 98% Salesforce health-check score in a 20-hour Jumpstart
98% · Salesforce health-check score Medical DeviceA medical-device company recovered a broken Pardot instance and rebuilt its marketing engine
970+ · Invalid records removed B2B MarketingA B2B demand-gen firm restored reliable Salesforce–Pardot sync across 145,000 prospects
145,000+ · Prospects synced Manufacturing & DistributionA manufacturer took Salesforce from zero adoption to all 99 reps with NetSuite integration
99 · Reps adopted in 30 days Platforms
Salesforce products we work with here.
Related services
Featured Insight
Guides on salesforce health check.
Written by the consultants delivering the work.
Workbook
FAQ
Salesforce Health Check questions.
Can we run a Salesforce health check ourselves?
You can start with our free 47-point Salesforce Health Check Workbook. It covers the same areas we review. A consultant-led check adds the org analysis, interviews and prioritized plan.
What does a good health check score look like?
Scores depend on the tool used, but the aim is few high-risk findings in security and data. One technology-services firm we worked with reached a 98% health-check score after a Sales Cloud Jumpstart.
Do we need a health check before implementing Agentforce?
We recommend it. AI agents act on your records and permissions, so duplicate data, loose access and conflicting automation become bigger problems once an agent is involved.
What happens after the health check?
You get a prioritized plan. Some clients fix items in-house, some run an optimization project with us, and some move to managed services.
Find out what is really in your Salesforce org.
Headquartered in St. Louis, working with companies across the U.S.
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