Health Checkup

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Errors in reports and search

and catastrophes they could lead to

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Overhead for maintenance

that could undercut returns and winnings

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Configuration for adoption

and ensuing productivity

1
Fix Search & Reports

Plug loose ends and bad extensions
Sanitize your platform and faulty enhancements

2
Fully Diagnose

Even asymptomatic issues
So you don’t bleed money, or use bad data

3
Nip Issues In-the-Bud

Curb growing pains with expert foresight
Untangle Processes, Flows, and data access

4
Seize more Opportunity

Repurpose data, upgrade systems
Increase performance, reduce legacy and technical debt
Adoption Post-release Reports Transitions Upgrades Security
Users avoiding Salesforce, look for alternatives Anomalies after an upgrade, rejection of new features Missing, redundant data, report generation errors Bumpy move from Lightning to Classic Missed features, upgrades Digital Security Flaws
Unintuitive use, roadblocks that inhibit adoption are removed Source of incompatibility Diagnostic to triangulate error-source, inconsistency Potential source of inconvenience preemptively removed Find out what enhancements make sense for your systems and processes Best practices Implemented
Adoption
Users avoiding Salesforce, look for alternatives
Unintuitive use, roadblocks that inhibit adoption are removed
Post-release
Anomalies after an upgrade, rejection of new features
Source of incompatibility
Reports
Missing, redundant data, report generation errors
Diagnostic to triangulate error-source, inconsistency
Transitions
Bumpy move from Lightning to Classic
Potential source of inconvenience preemptively removed
Upgrades
Missed features, upgrades
Find out what enhancements make sense for your systems and processes
Security
Digital Security Flaws
Best practices Implemented
Adoption
Users avoiding Salesforce Look for alternatives
Unintuitive use, Roadblocks that inhibit adoption are removed
Post-release
Anomalies after an upgrade, Rejection of new features
Source of incompatibility
Reports
Missing, redundant data Report generation errors
Diagnostic to triangulate Error-source, inconsistency
Transitions
Bumpy move from Lightning to Classic
Potential source of inconvenience pre-emptively removed
Upgrades
Missed features, upgrades
Find out what enhancements make sense for your systems & processes
Security
Digital Security Flaws
Best practices Implemented

First-runs

Thumb-rule tests based on scope to save your time and assess scope of the problem

Diagnosis

Automatic and manual test to detect deep-seated issues Asympomatic problems, Security flaws, and Sub-optimally early on

Prescriptions

Act on reported issues and audits. Evolve iteratively and find untapped opportunities.

The Health Check score is calculated by a formula to measure how well your existing security settings meet the Salesforce Baseline Standard or your selected custom baseline.

There are four risk categories in the Health Check: High-Risk, Medium-Risk, Low-Risk, and Informational. These risk categories tend to affect the score of your Health Check, with High-Risk settings counting the most, Low-Risk settings counting the least. Settings that remain in the Informational category do not factor into your Health Check score.

The Salesforce Health Check is a tool to evaluate the overall security health of your org. It allows users to monitor the effectiveness of their security settings and identify vulnerabilities.

Health Check actually enables you to access a dashboard in which you can closely see your security settings and find out if those settings align with the settings recommended by Salesforce. There would be a score of 0–100 on display, 100 being the most secure setting configuration. Thus, the score helps you analyze your existing security level so you know if you have to work to make it more secure.

Salesforce Health Check is important to identify and fix potential vulnerabilities in the security settings of a Salesforce org.

Conducting Salesforce Health Check can help expose inactive security mechanisms existing in your Salesforce org’s security settings. It provides you with the information that helps you improve the security of your org while you deploy and use custom apps. This feature is highly important for Salesforce users as building and deploying a custom app can impact the security of your org as a whole, and thus you have to keep your data safe in such situations.