Salesforce is a crucial tool in today’s business world, adapting to the ways companies expand and develop. However, as time passes, changes in features create hurdles in your system, impacting its efficiency and safety. Constant usage by employees and customer data accumulation leads to complications and risks, triggering challenges in speed and protection.
After tolerating these issues for some time, it becomes essential to consider an upgrade. A Salesforce health check is the remedy, providing a holistic evaluation of your Salesforce system, covering speed, safety, data quality, and overall well-being.
What is a Salesforce Health Check?
A thorough evaluation of your Salesforce system, known as a Salesforce health check, helps identify any risks, problems, or ways to enhance your instance. The health check covers a review of CRM data, business logic, automation tools, data models, existing Salesforce functionalities, user engagement, and training methods.
Why is a Salesforce Health Check Important?
1. Increased Performance
This health check of your organisation will uncover performance problems that can improve load times and user satisfaction.
2. Improved Security
Discovering vulnerabilities leads to stronger security measures protecting crucial data.
3. Data Accuracy Guarantee
Accurate information is indispensable for data-driven enterprises and helps maintain the quality of your released dataset.
4. Cost control
Spend less by realising the value of your investment in Salesforce through licence optimisation and removing unnecessary features.
5. Risk Prevention
Regular health checks identify potential issues early leading to reduced risk.
6. Positive User Experience
The promotional point of user experience is especially valid in a Salesforce org where overall smooth-running leads to operational efficiencies and increases the contentment index amongst users.
7. Regulatory Compliance
Health Checks are an easy way for industries that have very strict rules to comply with necessary standards.
The Salesforce Health Check Process
A typical health check in Salesforce involves the following steps:
- Assessment: Gather information about your org’s size, industry, goals, and challenges.
- Data Collection: Collect data on various aspects of your org, including user activity, performance metrics, and security settings.
- Analysis: Analyse the collected data to identify potential issues, risks, and opportunities.
- Reporting: Generate a detailed report outlining the findings of the health check, including recommendations for improvement.
- Action Planning: Develop a roadmap for implementing recommended changes and improvements.
Key Areas to Focus on During a Health Check
Quality of Data: Look for copies, differences, and absent information.
Safety: Examine user rights, data encoding, and access rules.
Efficiency: Assess system efficiency, detect sluggish pages, and enhance requests.
User Acceptance: Review user contentment, coaching efficiency, and acceptance levels.
Personalisation: Evaluate custom components, attributes, procedures, and other alterations for effectiveness and duplication.
Applications from AppExchange: Evaluate the effectiveness and capabilities of setups apps.
Permits: Assess the employment of permits and detect possibilities for improvement.
To learn more about Salesforce Health Check, enrol in our Salesforce Administrator Course
Case Study: Slow-Loading Opportunity Pages
Problem
A sales team is experiencing slow-loading opportunity pages, impacting productivity and user satisfaction.
Health Check Steps
Identify the Issue: Through user feedback and performance monitoring, it’s determined that opportunity pages are loading slowly.
Data Collection: Gather information on the number of records, related objects, fields, and custom code associated with opportunity pages.
Performance Analysis: Use Salesforce’s Debug Logs to identify slow queries and bottlenecks.
Code Optimisation: Review Apex code, Apex triggers, and validation rules for inefficiencies.
Data Optimisation: Assess data volume and indexes to improve query performance.
UI Optimisation: Simplify page layouts, reduce the number of fields, and leverage field-level security to optimise rendering.
Potential Solutions
- Optimise your database by creating indexes for commonly used fields.
- Converting Apex code into batch or scheduled jobs for better performance.
- Rewriting inefficient SOQL queries to limit the number of records retrieved.
- Cleaning up unnecessary data to shrink the database size, and simplifying the user interface by refining page layouts and minimising displayed fields.
Best Practices for Conducting Regular Health Checks
1. Establish a Regular Schedule
Conduct health checks at least annually, or more frequently for rapidly growing orgs.
2. Involve Key Stakeholders
Ensure input from different departments to get a comprehensive view of the org.
3. Leverage Salesforce Tools
Utilise built-in tools like Health Check and Data Quality Assessment.
4. Prioritise Findings
Focus on addressing critical issues first.
5. Continuous Improvement
Make health checks an ongoing process to maintain org health.
Conclusion
A Salesforce health check is not an option, it is a requirement. If your business runs on the Salesforce platform, regular investment of time and resources into Salesforce org health check is the single best thing you can do to improve performance, enhance security, reduce costs, and massively improve user experience. After all, a healthy Salesforce org is the foundation for business success.
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