What is a Salesforce Health Check?

Business moves at a rapid pace, making an annual Salesforce org health check insufficient. With LogicRain’s quarterly health check, you can maintain a clear understanding of your org’s health and maximize your Salesforce investment without the need for a complete overhaul.

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Benefits of Quarterly Salesforce Health Checks

Performing quarterly health checks has become essential for organizations to stay on track. Regular checks allow admins to stay updated with small-scale changes, regain control of the system, improve user adoption, enhance data security, and ensure scalability. The key benefits of more frequent health checks include

  • Benchmarking and monitoring your org’s performance.
  • Identifying configuration bottlenecks that may hinder your Salesforce.
  • Increasing user adoption by identifying departments not utilizing their licenses and addressing the underlying reasons.
  • Maintaining robust security measures.
  • Enhancing admin skills and preparing for future certifications.

How Does a Quarterly Health Check Work?

LogicRain's quarterly health check process involves connecting your org(s) to Quality Clouds, available through our app on the AppExchange. Once connected, you can define the scan frequency and schedule regular reviews. Each scan takes only a few minutes to run, and you will receive an automated email summary of the findings, along with a comprehensive report in the application featuring drill-down charts.

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Four-Step Process for a Comprehensive Salesforce Org Health Check

At LogicRain, we follow a four-step process to ensure your org is clean, scalable, and aligned with your business needs

Discover

Uncover all configuration elements and historical actions in your org. Gain control over your org and understand license usage per department to initiate adoption programs if necessary.

Analyze

Assess findings against Salesforce and industry best practices. Review declarative and programmatic customizations, identify installed apps, and begin the decluttering process.

Act

Receive a list of actionable items for your team to clean and remediate your org. This may include addressing security vulnerabilities, comparing multiple orgs, and setting up reporting and monitoring for optimal org health.

Avoid

Perform full scans of metadata before making major configurations to prevent adding faulty configurations to your production org. Ensure new configurations are reliable, perform well, and minimize deployment risks.

Achieve Good Governance and Maximize Salesforce Investment

Regular health checks empower admins to maintain control over their org, ensuring that the organization extracts maximum value from its Salesforce investment. By implementing good governance practices, innovative companies can keep pace with their business growth and leverage Salesforce's capabilities effectively.

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REPRESENTATIVE OFFICER

GAURANG BHATT

Principal Business Consultant