Salesforce Health Check

Identify vulnerabilities and remediate problems before they impact your service delivery.

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Is Your Salesforce Org Operating at its Full Potential?

Performing a Salesforce Health Check is a key step to ensuring you get the most out of your CRM investment. Our health check and auditing takes a deep dive into your current systems, identifies pain points, and provides insights and recommendations to improve the products and services within your Salesforce ecosystem.

Salesforce Health Check Scores

Potential Risks of Delaying a Salesforce Health Check

Chances of introducing bugs when functionality increases

Possibility that the org will run out of storage

Multiple builder objects may disrupt task automations

Lack of permission restrictions can lead to unauthorized access to data

Our Health Check Services

Our initial Salesforce health check will diagnose the current state of your CRM, spotlight vulnerabilities and potential assets, and recommend best practices to help your platform operate at its full potential.

What we assess

  • Data model review and customer data quality

  • Security Audit: Report on users and their access rights

  • Solution Design Review and Documentation assessment

  • Code review and exception log mechanism

  • governor limits analysis

  • Integration touch points and data flow analysis

  • Adherence to Salesforce security protocols

What we reveal

  • Pinpoint unused, existing, or new functionalities

  • Potentially valuable 3rd party AppExchange packages

  • Upgrade feasibility

  • Potential issues when migrating to Lightning

  • Migration approach

Why is a Salesforce Health Check and Audit Important?

Apart from the opportunity to strengthen visibility and data integrity, health checks and audits are particularly important when using custom Salesforce applications. The building of custom applications often leads to the app inheriting the owner’s security configurations.

When deploying custom applications to an alternative environment, this can lead to misaligned security settings that compromise functionality or safety. Trianz can expose misalignment or vulnerabilities in your Salesforce environment and remediate them before they impact performance, storage capabilities, or security.

What to Expect from Our Audit

To run the right tests, our Salesforce specialist will first understand the severity of your case. We then run automated and manual tests to detect issues and identify areas for improvement.

Depending on the nature of the issue, these tests may vary in length from a quick scan to a detailed analysis. Once we've completed the tests, we provide a report detailing the results, best practices, and any recommendations made.

After providing the information about the work performed during the audit, the treatment prescribed can be administered by your team or with a Salesforce managed services engagement.


Experience the Trianz Difference

Trianz enables digital transformations through effective strategies and excellence in execution. Collaborating with business and technology leaders, we help formulate and execute operational strategies to achieve intended business outcomes by bringing the best of consulting, technology expertise, and execution models.

Powered by knowledge, research, and perspectives, we enable clients to transform their business ecosystems and achieve superior performance by leveraging infrastructure, cloud, analytics, digital, and cybersecurity paradigms. Reach out to get in touch or learn more.


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