Salesforce is a powerful platform — but only when it’s implemented and maintained the right way. Over time, CRM setups can become cluttered, outdated, or misaligned with evolving business needs.

This is where a Salesforce health check becomes essential. A proper health assessment ensures your Salesforce org is secure, scalable, efficient, and fully aligned with best practices.

Here’s a complete guide to evaluating whether your implementation is on the right track.

1. Is Your Data Clean, Consistent, and Well-Structured?

Poor-quality data is the #1 reason Salesforce systems underperform. A health check helps you evaluate:

• Data accuracy and consistency
• Field usage and duplication
• Validation rules and required fields
• Data storage limits

Clean, structured data = better decisions + stronger automation.

2. Are Your Workflows and Automations Optimized?

Outdated or redundant workflows slow down system performance. A best-practice setup includes:

• Streamlined Flow automation
• Minimal workflow rule conflicts
• Apex triggers following proper patterns
• Automation aligned with business processes

If automations run slowly or unpredictably, it’s time for review.

3. Is Your Security Model Properly Configured?

Security should never be an afterthought. A health check reviews:

• User roles and profiles
• Field-level security
• Sharing rules and permission sets
• Login and authentication settings

This ensures your data stays protected and compliant.

4. Is the System Aligned With Your Current Business Processes?

Over time, processes evolve — but Salesforce isn’t always updated accordingly. Ask:

• Are pipelines still accurate?
• Are approval processes outdated?
• Are departments using Salesforce consistently?
• Are custom objects still relevant?

Your CRM must grow with your business.

5. Are You Using Reports and Dashboards Effectively?

A healthy Salesforce org turns data into insights. A best-practice check includes:

• Duplicate or unused reports cleanup
• Relevant, real-time dashboards
• Automated reporting
• KPI alignment across teams

If your dashboards don’t tell a clear story, optimization is needed.

6. Are Integrations Working Smoothly?

Broken or outdated integrations can silently damage your pipeline. A health check inspects:

• API usage and limits
• Sync issues and delays
• Custom integration scripts
• Marketing, ERP, and third-party tool connections

Smooth integrations ensure a unified customer view.

7. Is Performance Fast and Stable?

Slow Salesforce = frustrated teams. Performance checks include:

• Page load times
• Apex code efficiency
• Flow performance
• Storage optimization

A faster org boosts productivity.

8. Are You Prepared for Future Scalability?

Your Salesforce should support your growth — not block it. A future-proof system includes:

• Modular architecture
• Config-over-code strategy
• Documentation updates
• Regular audits

Scalable design prevents technical debt.

Final Thoughts

A Salesforce health check ensures your CRM is optimized, secure, and ready for future growth. Whether you’re dealing with slow performance, messy data, or outdated automations, a structured audit can uncover hidden gaps.

At Perigeon Software, we help teams evaluate and optimize their Salesforce orgs using industry best practices.