Salesforce Health Check Services
Find hidden Salesforce risks, clean up configuration issues, and get a clear optimization roadmap for a healthier org
Get a 360° View of Your Salesforce Org’s Real Health
A Salesforce org can look stable on the surface while silent issues build underneath. Broken Flows, failing Apex triggers, risky permissions, API limit spikes, slow reports, duplicate data, and outdated automation can quietly reduce productivity and increase operational risk.
VALiNTRY360’s Salesforce Health Check Services provide a complete 360-degree assessment of your Salesforce org. Our certified Salesforce consultants review your security posture, automation, code quality, integrations, data health, performance, release process, and compliance readiness. You receive a detailed findings report, executive scorecard, risk register, and prioritized 90-day Salesforce optimization roadmap so your team knows exactly what to fix first.
What Is a Salesforce Health Check?
A Salesforce health check is a complete review of your Salesforce org. It shows what’s working, what’s broken, and what’s quietly putting your business at risk. Think of it as a routine checkup for your CRM. Over time, every org builds up hidden problems: duplicate data, conflicting automations, risky user access, failing integrations, and unused licenses. Our certified consultants review your security, data, automation, code, integrations, and performance without disrupting your users. You then get a scorecard, a ranked list of risks, and a 90-day roadmap showing what to fix first. In short, Salesforce health check services help you find hidden problems, see which ones matter most, and fix them in the right order.
What Do You Get at the End?
You get a clear picture of your org’s health and a plan to improve it:
A scorecard
that shows how healthy each area of your org is
A ranked list of risks
so you know what matters most
A 90-day roadmap
that separates quick wins from larger fixes
Why Choose VALiNTRY360 for Salesforce Org Health Check Services
A basic scan can show security gaps. A true Salesforce org health check shows why your org is slow, risky, hard to maintain, or difficult for users to trust. VALiNTRY360 goes beyond surface-level settings and native Salesforce reports. As a Salesforce Ridge Consulting Partner, we combine certified Salesforce expertise with real-world delivery experience across healthcare, financial services, SaaS, retail, professional services, and enterprise environments.
Our team reviews the technical, operational, and business layers of your org so you get more than a report. You get a practical roadmap your admins, IT leaders, RevOps teams, and executives can act on.
Our Differentiators
- Salesforce-certified experts with 20+ years of enterprise delivery experience
- Deep review of security, access, automation, Apex code, integrations, data, reporting, performance, and release hygiene
- Actionable recommendations ranked by severity, business impact, effort, and owner
- Experience across Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud Account Engagement, Field Service, and custom Salesforce implementations
- Optional remediation support after the audit, including quick wins, technical cleanup, automation fixes, and ongoing monitoring
- Executive-friendly reporting for leadership and technical documentation for admins, architects, and developers
In Their Own Words
Customer Success Story
Here’s what people are saying about us
Who Needs a Salesforce Org Health Check?
A Salesforce health check is valuable for any team that depends on Salesforce for sales, service, operations, reporting, compliance, or customer experience.
This service is especially useful if your organization:
- Manages a large or complex Salesforce org with multiple clouds, teams, automations, integrations, or managed packages
- Recently completed a Salesforce implementation, migration, merger, acquisition, or major release
- Migrated from Workflow Rules or Process Builder to Flow and needs to identify conflicts, outdated automation, or trigger order risks
- Sees slow page loads, report delays, recurring errors, failed jobs, or API limit warnings
- Has duplicate records, unused fields, inconsistent dashboards, or low trust in Salesforce data
- Needs to validate permissions, sharing rules, MFA, audit logging, and security posture
- Supports regulated data and needs better readiness for HIPAA, SOC 2, GDPR, or internal audit requirements
- Wants an executive-friendly Salesforce health report with a clear technical remediation plan
Native Salesforce Health Check vs. VALiNTRY360’s Full Org Audit
Salesforce Health Check and Salesforce Optimizer are useful tools, but they do not provide a complete view of org health. They can highlight security settings, configuration issues, and some optimization opportunities, but they do not replace a consultant-led Salesforce org audit. VALiNTRY360’s Salesforce Health Check Services combine native tool insights with manual architecture review, technical diagnostics, stakeholder discovery, and remediation planning.
| Area Reviewed | Salesforce Health Check | Salesforce Optimizer | VALiNTRY360 Salesforce Health Check |
|---|---|---|---|
| Security settings | Reviews security baseline settings | Limited security insights | Deep review of profiles, permission sets, sharing rules, MFA, session settings, risky permissions, and audit logging |
| Health score | Provides a native security score | Provides selected recommendations | Provides executive scorecard across security, data, automation, code, integrations, performance, DevOps, and compliance |
| Automation | Not covered | Limited configuration insights | Reviews Flows, Process Builder, Workflow Rules, Apex triggers, trigger order, and automation conflicts |
| Apex code quality | Not covered | Limited visibility | Reviews Apex classes, triggers, SOQL/DML patterns, governor limit risks, test reliability, and static analysis findings |
| Data quality | Not covered | Partial insights | Reviews duplicates, unused fields, obsolete objects, validation rules, reporting trust, and data retention needs |
| Performance | Not covered | Partial recommendations | Reviews Lightning pages, dashboards, reports, mobile experience, formula-heavy pages, and load-time bottlenecks |
| Compliance readiness | Security baseline only | Limited | Reviews Salesforce Shield readiness, Event Monitoring, Field Audit Trail, GDPR, HIPAA, SOC 2, and audit reporting needs |
| Best for | Basic security baseline review | Admin cleanup and general configuration guidance | Full Salesforce org audit, risk reduction, technical debt cleanup, and optimization planning |
Native Salesforce tools are helpful starting points. VALiNTRY360 goes deeper to uncover the hidden causes of instability, inefficiency, security risk, data quality issues, and poor user adoption.
What Our Salesforce Health Check Services Cover
Our Salesforce Health Check Services review the core areas that affect org security, performance, automation, data quality, integrations, compliance, and long-term scalability. Our consultants identify hidden risks, technical debt, configuration gaps, and optimization opportunities so your team can improve Salesforce stability, adoption, and business value.
Salesforce Health Check Services Case Studies: From Hidden Org Issues to Measurable Results
Our Salesforce health check services look for the problems that quietly slow orgs down: messy automation, untrusted data, disconnected systems, and compliance gaps. These projects show what fixing those problems was worth.
Ravago: An Org Built for the Wrong Job, Rebuilt for $500K in 3 Months
The problem: Ravago’s Marketing Cloud setup couldn’t segment a new consumer audience. We rebuilt its data architecture and automations, and the new channel earned $500K in its first three months.
Real California Milk: Untrusted Data Fixed, 500 Manual Hours Cut to 4
The problem: reports nobody trusted and 500 hours a year of manual data updates. We automated account and contact reconciliation, making Salesforce the single source of truth. Now it takes 4 hours.
AthenaPsych: Compliance Gaps Closed, 75% Fewer Clinical Compliance Errors
The problem: an EMR that couldn’t scale or keep documentation accurate. We’re building a Health Cloud platform with real-time documentation and Salesforce Shield. Clinical compliance errors fell 75%, and CPT coding errors fell 69%.
FinancialForce: Spreadsheet Workarounds Replaced, 75% Fewer Planning Hours
The problem: territory planning lived in spreadsheets outside Salesforce. We replaced the workaround with automated assignment rules across four global regions, and territory planning hours fell 75%.
BIC Graphic: Siloed Systems Connected, 7 Minutes Off Every Service Call
The problem: service teams worked from siloed data with no view of orders. We connected Salesforce directly to the ERP for a shared customer view, cutting average handle time by 7 minutes.
Want to see more? Explore our full library of client results, or talk with our Salesforce consultants about what’s slowing your org down.
Our Salesforce Health Check Process
VALiNTRY360 follows a structured Salesforce Health Check process that is efficient, minimally disruptive, and built around clear findings. Our consultants combine Salesforce Optimizer exports, metadata analysis, technical diagnostics, stakeholder input, and manual architecture review to identify risks, technical debt, and optimization priorities. Timelines may vary based on org size, Salesforce clouds, integrations, custom code, automation volume, compliance needs, and the depth of review required.
Phase 1
Discovery and Org Scoping, (Day 0–1)
We begin by learning how your Salesforce org supports users, processes, reporting, and business goals. This phase defines audit scope, confirms priorities, and gathers the access and context needed for an accurate review.
- Kickoff with admins, IT, RevOps, business owners, and key stakeholders
- Review Salesforce clouds, users, integrations, automations, and processes
- Set up secure org access, permissions, audit scope, and success criteria
- Collect Optimizer exports, Health Check results, logs, and known issues
Phase 2
Technical Analysis and Risk Review, (Day 2–5)
Our consultants combine automated scans and manual Salesforce architecture review to find hidden risks, technical debt, performance issues, and optimization opportunities across security, automation, Apex, integrations, data, and user experience.
- Review security, access controls, profiles, permission sets, and sharing
- Analyze Flows, Process Builder, Workflow Rules, Apex triggers, and limits
- Assess data model, data quality, reports, dashboards, and reliability
- Check integrations, API usage, connected apps, logs, and performance risks
Phase 3
Reporting and Findings Documentation, (Day 6–8)
We convert audit findings into clear documentation for executives, admins, developers, RevOps, and IT teams. Each finding is ranked by severity, business impact, technical effort, ownership, and remediation priority.
- Create executive scorecard, findings report, and prioritized risk register
- Map Flow, trigger, automation dependencies, conflicts, and ownership gaps
- Document API limits, failed jobs, integration errors, and retry patterns
- Summarize Apex risks, test coverage issues, quick wins, and fixes
Phase 4
Roadmap and Stakeholder Walkthrough, (Day 9–10)
We walk your team through the Salesforce Health Check results and help prioritize next steps. The final roadmap focuses on quick wins, high-risk fixes, technical cleanup, governance, and long-term org optimization.
- Present findings to stakeholders with risk, impact, effort, and priority
- Build a 30/60/90-day Salesforce optimization and remediation roadmap
- Estimate budget, effort, owners, dependencies, and implementation sequence
- Offer optional remediation, managed services, and continuous monitoring support
Deliverables You Receive
At the end of your Salesforce Health Check, you receive practical documentation that your leadership, admins, developers, RevOps team, and IT stakeholders can use immediately.
| Deliverable | What It Includes | Who Uses It |
|---|---|---|
| Executive Scorecard | Visual summary of Salesforce org health across security, data, automation, code, integrations, performance, DevOps, and compliance | Executives, IT leaders, RevOps leaders |
| Detailed Findings Report | Clear explanation of issues found, business impact, technical cause, and recommended fix | Salesforce admins, architects, developers |
| Risk Register | Ranked list of risks with severity, impact, effort, owner, and recommended priority | IT, RevOps, security, Salesforce leadership |
| Automation Collision Report | Map of Flows, triggers, Workflow Rules, Process Builder items, and potential conflicts | Salesforce admins, developers, architects |
| Integration Pulse Report | API usage, failed jobs, connected app risks, retry patterns, middleware issues, and latency concerns | IT, integration owners, technical teams |
| Code Review Summary | Apex risks, SOQL/DML concerns, test reliability issues, low-coverage hotspots, and maintainability concerns | Developers, architects, technical leads |
| Data Quality Summary | Duplicate issues, unused fields, stale metadata, validation rule friction, and reporting trust gaps | RevOps, admins, sales and service leaders |
| 90-Day Optimization Roadmap | Quick wins, medium-effort fixes, long-term backlog items, owners, and estimated effort | Leadership, admins, IT, project stakeholders |
Continuous Salesforce Org Monitoring
A Salesforce org changes every week. New users, fields, Flows, apps, integrations, releases, and permission updates can slowly create risk, even after a successful cleanup. At VALiNTRY360, we offer ongoing Salesforce org monitoring to help you maintain a healthier environment after the initial health check.
This program helps your team move from reactive troubleshooting to proactive Salesforce governance.
Our continuous monitoring program can include:
- Monthly Salesforce health scans and trend reporting
- Alerts for risky permission changes, automation changes, or configuration drift
- API usage monitoring and integration failure tracking
- Review of new Flows, Apex updates, managed packages, and release changes
- Monthly delta reports showing what improved, what changed, and what needs attention
- Advisory support for admins, RevOps teams, IT leaders, and business stakeholders
- Optional remediation support for issues found during monthly reviews
Book Your Salesforce Org Health Check
Find out what is slowing your Salesforce org down, where your biggest risks are, and which fixes should happen first. Start with a focused Salesforce org scan and receive your security score, top risks, quick-win recommendations, and next-step roadmap.
Salesforce Health Check Services FAQs by VALiNTRY360
Optimizer detects unused fields and setup clutter, but it misses deeper risks like automation collisions, Apex failures, and integration bottlenecks.
Mini-scan: 48 hours. Full audit: typically 8–10 business days.
Both. We provide the report, and our Salesforce-certified team can help implement remediation.
Quarterly for fast-moving orgs. Annual checks are suitable for low-change environments.
VALiNTRY360 typically needs secure, limited Salesforce access based on the audit scope. Our team can work with read-only access where possible and follows your internal access, security, and approval requirements.
Yes. A Salesforce Health Check can identify slow Lightning pages, report delays, dashboard performance issues, formula-heavy layouts, automation bottlenecks, API limit risks, and data model problems that affect speed, usability, and user adoption.
Yes. We review record-triggered Flows, scheduled Flows, screen Flows, Workflow Rules, Process Builder, Apex triggers, trigger order, recursion risks, and governor limit exposure to identify conflicts and reduce automation failures.
Yes. Our Salesforce Health Check can include Apex classes, triggers, test classes, SOQL/DML patterns, bulkification, error handling, governor limit risks, flaky tests, low-coverage areas, and code quality issues that affect stability and scalability.
Yes. We review API usage trends, connected apps, middleware, authentication methods, integration users, failed syncs, retry logic, mapping errors, latency issues, and API limit risks to improve integration reliability.
Yes. The health check can uncover duplicate records, unused fields, obsolete objects, inconsistent field values, stale metadata, weak validation rules, and reporting gaps. This helps improve dashboard accuracy, forecasting, automation reliability, and user trust.
You receive an executive scorecard, detailed findings report, risk register, automation map, integration pulse report, Apex code review summary, data quality summary, and a 30/60/90-day Salesforce optimization roadmap.
Yes. VALiNTRY360 can review Salesforce environments that include Sales Cloud, Service Cloud, Experience Cloud, Field Service, Marketing Cloud Account Engagement, and custom Salesforce setups.
Yes. A Salesforce Health Check can support compliance readiness by reviewing access controls, audit logging, MFA, session policies, Salesforce Shield readiness, Event Monitoring, Field Audit Trail, HIPAA, SOC 2, GDPR, and internal audit requirements.
No. Most of the review is completed through metadata analysis, Salesforce exports, logs, technical diagnostics, stakeholder discussions, and consultant-led review. The process is designed to be minimally disruptive to daily Salesforce users.
The best participants include Salesforce admins, RevOps leaders, IT teams, security stakeholders, integration owners, sales or service leaders, and business process owners. Their input helps connect technical findings to real business impact.