Salesforce Health Check Services
A Salesforce org can run perfectly today and break tomorrow, often because of silent issues that pile up unnoticed. Broken flows, failing triggers, API limit spikes, unoptimized code, and data quality issues slowly erode productivity and lead to costly downtime.
VALiNTRY360’s Salesforce Health Check Services provide a comprehensive 360° assessment of your Salesforce org. Our certified consultants analyze your security posture, automation, code quality, integrations, data health, and performance to identify risks and inefficiencies. The result: an actionable 90-day optimization roadmap backed by a detailed findings report.
Get your Salesforce CheckedWhy Choose VALiNTRY360 for a Salesforce Health Check
Salesforce-certified experts with 20+ years of enterprise delivery experience
Ongoing support and continuous monitoring options
Actionable deliverables, not just reports
Expertise across Sales Cloud, Service Cloud, Experience Cloud, Pardot, Field Service, and custom implementations
Holistic approach covering security, automation, code, data, and integrations
Who Benefits From Our Health Check
This service is ideal for Salesforce teams who:
- Manage large, complex orgs with custom automations and integrations
- Migrated from workflow rules or Process Builder to Flows and need conflict checks
- Are facing slow page loads, recurring errors, or API limit warnings
- Want to validate their security posture, automation, and performance
- Need a clear, executive-friendly health report and roadmap
Native Salesforce Health Check vs. VALiNTRY360’s Full Org Audit
Feature
Scope
Automation Analysis
Code Quality & Test Coverage
Integration Health
Performance Review
Compliance & Shield Readiness
Deliverables
Salesforce Native Tool
Security baseline only
One security score
VALiNTRY360 Health Check
Full org audit: security, automation, code, data, performance
Detects flow/trigger conflicts, Governor Limit risks
Apex review + flaky test detection
API usage, retry logic, error logs
Page load timing, report execution, mobile experience
Deep optional review for regulated industries
Full report, visual maps, prioritized roadmap
What VALiNTRY360’s Salesforce Health Check Covers
- Review of profiles, permission sets, and sharing rules
- MFA enablement, session policies, IP restrictions, and audit logging
- Flagging risky permissions like “Modify All Data” or exposed API access
- Alignment with Salesforce security best practices
- Duplicate detection and resolution strategies
- Identification of unused fields, obsolete objects, and redundant records
- Validation rule audit to reduce unnecessary save errors
- Archive and retention planning to keep org performance stable
- Complete flow inventory with visual mapping
- Detection of flow and trigger collisions
- Legacy workflow/process builder deprecation analysis
- Governor Limit simulations to avoid bulk data load failures
- Best-practice recommendations for flow versioning and naming conventions
- Detailed review of custom code for performance, scalability, and security
- Detection of SOQL/DML inefficiencies and risky patterns
- Test coverage analysis with a focus on reliability, not just percentages
- Static analysis report highlighting high-risk classes and triggers
- API usage trend analysis with peak-hour mapping
- Logs review for failed syncs, mapping errors, and latency spikes
- Recommendations for retry strategies, middleware improvements, or platform events
- Validation of third-party integrations for security and performance
- Page performance audit: Identify heavy components and formula-driven delays
- Report and dashboard optimization for faster query execution
- Mobile experience testing for responsiveness and offline behavior
- Real-time performance recommendations
- Sandbox alignment and refresh cadence review
- Version control, deployment pipelines, and rollback strategies
- DevOps Center readiness and best practices for safe change management
- Governance framework for audit-friendly release cycles
- Salesforce Shield configuration assessment
- Event Monitoring and Field Audit Trail readiness checks
- GDPR, HIPAA, SOC 2, and industry-specific compliance mappings
- Monthly reporting structure for regulated industries
Deliverables You Receive
Our Salesforce Health Check Process
Phase 1: Discovery (Day 0–1)
- Kickoff call, org scoping, and environment access setup
- Collect Salesforce Optimizer exports and recent error logs
Phase 2: Analysis (Day 2–5)
- Automated scans + manual reviews of automation, integrations, and code
- Risk severity scoring and quick-win identification
Phase 3: Reporting (Day 6–8)
- Delivery of visual dashboards, risk register, and automation maps
- Executive-friendly scorecard plus detailed technical documentation
Phase 4: Roadmap & Next Steps (Day 9–10)
- Live findings walkthrough with stakeholders
- 90-day optimization plan with budget, priority, and estimated effort
Pricing & Packages for Salesforce Managed Services
Free 48-Hour Mini-Scan
Best For
Quick org check
Deliverables
Security score snapshot + top 10 risks + review call
Timeline
2 days
Core Health Check
Best For
Mid-to-large orgs
Deliverables
Full audit + roadmap + automation report + code review
Timeline
10 days
Plus Package
Best For
Deliverables
Includes Shield, Event Monitoring, Field Service, and deep integration audit
Timeline
Our pricing is competitive and customized based on org complexity. Contact us for a personalized quote.
Continuous Monitoring Program
Your Salesforce org changes every week — new users, new fields, new apps. Without monitoring, today’s clean setup can drift into tomorrow’s performance bottleneck.
VALiNTRY360 offers monthly health scans and alert-based reporting:
Detect risky changes in automation or security
Proactively manage API and integration failures
Get a monthly delta report on org health trends
Book your Salesforce Org Scan today.
Get your security score, top 10 risks, and quick-win recommendations within 48 hours.
Salesforce Health Check Services FAQ by
Optimizer detects unused fields and setup clutter, but it misses deeper risks like automation collisions, Apex failures, and integration bottlenecks.
