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When Does Your Salesforce Org Need a Health Check?

Just like any well-oiled machine, your Salesforce instance is in constant need of fine-tuning and occasionally a complete replacement of parts is required to keep it running at the same pace as your business. A health check can benefit any Salesforce customer, but there are several trigger points for existing Salesforce users to consider getting a health check to enable future growth and development of the technology to keep up with your business’ constantly evolving processes.

7 Signs you might need a Salesforce Health Check

1. Salesforce was deployed many years ago

Your Salesforce instance may have been fit-for-purpose when it was first implemented but as business processes have evolved, the technology hasn’t kept up. This is a common scenario – especially when ‘Band-Aid’ solutions have been put in place to accommodate the requirement for tracking new information. Many companies implement these work around solutions and then find that they become hard to back-out later.

2. Salesforce was self-deployed

One of the reasons that organisations select Salesforce as their CRM is the ease of setup and focus on configuration over code. While this flexibility allows your business to be agile and develop without the help of external tools and consultants, a health check can be useful to ensure that your setup is adequate for purpose, future scaling and growth.

3. Company has recently undergone a restructure

From Mergers and Acquisitions to the setup of new business divisions, structural change in an organisation should always be an impetus for reviewing both the structure of your Salesforce Org, and the quality and relevance of the data. Key questions to ask are:

  • Do you need (new) integrations?
  • Is there new data that needs to be consolidated with existing?
  • Is your existing security model still appropriate for new business units?

4. User adoption is low

Even though Salesforce has the flexibility to be tailored to fit most business models, sometimes that value is not realised by end users.  This happens for a variety of reasons, the most common being poor system setup and poor change management / communication in the business. Whatever the reason, the result is always the same: expensive license fees for a tool that isn’t utilised to its full potential.

5. “Salesforce data is not reliable”

When the perception of a lack of faith in Salesforce reporting develops, it may reflect problems at every level of the Salesforce implementation. As the adage says: “Rubbish in, rubbish out”. The root-cause may or may not be obvious, but a health check can help identify them the extent of the issue(s) and suggest a plan for rectification.

6. The business wants knowledge about new products available

 The Salesforce platform is constantly evolving. This can be hard to keep up with when your company is moving at a fast- pace. A health check can help focus on key areas to indicate the developments that apply to your current usage and future needs:

  • Keeping up to date with the three annual product releases – what new features can be utilised out-of-the-box?
  • Extending Salesforce’s capabilities through feature licenses and products – such as Salesforce CPQ, Communities, Salesforce Knowledge and Marketing Automation.
  • Extending Salesforce’s capabilities through the AppExchange – utilising third-party products to allow your users to do more in the one place – helping make Salesforce your “Single Source of Truth” for customer data.

7. Upgrade to the Lightning User Interface

Salesforce Lightning offers a modern interface that is intuitive and easy-to-use. Making the switch may help boost productivity and enable reps to sell faster and smarter. However, it is not suitable for deployment in all Salesforce orgs – yet. Understanding the limitations and assessing the impact to your users are the crucial first steps in any migration plan.


If you think your Salesforce instance is in need of a check-up, fill out our quick survey to get your health assessment score here