A Salesforce health check should tell you why work is getting harder and what to fix first. If people keep their own spreadsheets, reports disagree or routine updates need too many clicks, start with those everyday problems. The useful outcome is a prioritised improvement plan, with a business owner and a way to measure progress for each change.
What should a Salesforce health check cover?
Review the customer journey as well as the configuration. Follow a real example from enquiry to sale, service and reporting, and ask the people doing the work where they lose time. This shows whether the problem is missing information, duplicated steps, an awkward screen or an unclear process.
The technical review can then examine data quality, automation, integrations, access and page performance. For example, a stalled customer handover may involve both an incomplete record and a failed integration. Listing unused fields alone would miss the reason the team needs help.
Is this the same as Salesforce Security Health Check?
Salesforce’s built-in Security Health Check compares security settings against a baseline. A broader business and platform review also considers adoption, reporting, data quality and operational workflows. A good security score does not, by itself, tell you whether staff can complete their work efficiently.
The report should make the next decision easier
Ask for findings in a format your team can act on: the problem, an example, its business impact, the proposed change and the effort involved. Separate urgent issues from worthwhile improvements and items that can wait. Agree who will approve each change and how it will be tested before it reaches users.
For a sales team, that might mean fixing incomplete opportunity information before redesigning a dashboard. For a service team, it might mean improving case assignment before adding more automation. These are illustrative priorities; the review should establish what matters in your own environment.
Which metrics are worth tracking?
Choose a small baseline that reflects the problem: time to prepare a quote, time to assign a case, duplicate customer records, missing reporting fields or the proportion of a team completing its workflow in Salesforce. Compare the same process and period after the change. Logins alone are a weak measure of whether the system is useful.
What do you need to prepare?
Bring two or three examples of work that feels slow, the reports you rely on and the systems your team uses. You do not need to diagnose the underlying configuration. Our short planning checklist helps you describe your goals, systems and timeline before a discovery conversation.
Does every finding require a rebuild?
No. Start with changes that solve a demonstrated problem. A clearer layout, a corrected handover or focused training may be enough. Larger redesigns should have an agreed scope and success criteria. Our Salesforce managed services can support ongoing improvements, while implementation planning is appropriate when the underlying process needs broader change.
Is your Salesforce org slowing you down?
Adaptal provides comprehensive health checks and managed services across Australia.
Book a Health Check →