Over time, every Salesforce instance accumulates technical debt. Custom fields are added and forgotten, workflows overlap, user roles become tangled, and data quality degrades. For growing Australian businesses, this technical debt silently eats into revenue through decreased user adoption and operational inefficiency.
The Symptoms of a Failing CRM
- Slow Load Times: Lightning pages that take more than 3 seconds to load due to heavy custom components.
- Poor Adoption: Sales reps reverting to spreadsheets because the CRM is "too hard to use."
- Reporting Inconsistencies: Management pulling reports that show different pipeline numbers.
What Does a Health Check Involve?
A professional Salesforce health check by a certified partner like Adaptal involves a comprehensive audit of your org's architecture. We assess:
- Security & Visibility: Are profiles and permission sets correctly configured according to current best practices?
- Code & Automations: Consolidating old Process Builders and Workflow Rules into efficient Flows.
- Data Architecture: Identifying redundant custom objects and optimizing page layouts.
The Value of Managed Services
The best way to prevent technical debt is through proactive managed services. Rather than waiting for the system to break, a managed services partner provides ongoing administration, optimization, and strategic guidance, ensuring your Salesforce instance scales cleanly as your business grows.
Is your Salesforce org slowing you down?
Adaptal provides comprehensive health checks and managed services across Australia.
Book a Health Check →