Salesforce is immensely empowering as a platform, but power without control can lead to issues. As your business grows, so does your Salesforce org. In due course, unused fields, older automation, or unnecessarily broad permissions can unleash inefficiencies or place you at risk.
In this blog, we will learn about a technical health check for Salesforce processes and metadata in an easy, structured way. We will take a look at topics like license usage, security settings, user access, and metadata health.
This guide will help you how to perform health checks for your Salesforce processes and metadata, irrespective of whether you are maintaining a small setup or managing an entire organization.
Many organizations don't check their system health until it begins to cause problems. This is a huge risk and is expensive. One must get into the habit of doing health checks religiously. Any health check should be done once every six months at a minimum.
New administrators and any architectural changes should also be an excellent place to perform health checks. Health checks performed regularly can prevent issues and help keep the system healthy in the long run. Salesforce consulting businesses usually have scheduled reliability assessments.
A full health check involves reviewing technical performance, security settings, and metadata hygiene. Below is a detailed, step-by-step approach to evaluating each area of your Salesforce org:
Before diving into technical aspects, start with what you’re licensed for. Misalignment between your contract and actual usage can lead to overspending or missed opportunities.
To begin this review:
This step helps identify what features you're using versus what you're paying for. Trimming unused licenses can result in immediate cost savings.
Security is non-negotiable in today’s digital landscape. Salesforce provides built-in tools to check your ORG’s security posture. This step ensures that sensitive data is protected and regulatory standards are met.
Start with the built-in Salesforce Health Check Tool. Then focus on:
If needed, a Salesforce consulting partner can help interpret and prioritize these results for faster resolution.
Access management is another critical part of a Salesforce health check. Having too many users with elevated permissions can result in data corruption or accidental changes. This step helps enforce the principle of least privilege.
Start by reviewing who has administrative access. Then dig deeper:
Access issues often go unnoticed until they create problems. Regularly reviewing them helps keep your ORG secure and manageable.
Salesforce metadata grows rapidly, especially with years of customization. Without regular cleanup, this leads to clutter, confusion, and poor performance. This step evaluates your org’s structural hygiene.
Start by using Salesforce’s built-in tools and supplement with external solutions:
Cleaning up metadata improves deployment times, admin experience, and system speed. A well-maintained org is easier to scale and innovate.
A detailed health check often reveals a pattern of recurring issues. Knowing what to look for makes troubleshooting easier and more targeted.
Below are a few issues that came up during assessments:
Each issue is a potential performance, cost, or security risk. Identifying them early is the best prevention strategy.
Performing a health check is valuable, but documenting it is equally important. A clear report ensures transparency, supports accountability and serves as a reference for future reviews. Whether using spreadsheets, Salesforce Notes, or external audit tools, ensure you capture everything.
What should you document?
At Minuscule Technologies, we offer complete documentation and tailored audit reports for clients. It’s part of our commitment as a Salesforce certified partner.
A Salesforce health check is not a one-time activity—it’s an ongoing practice. By regularly reviewing your org’s structure, permissions, and metadata, you can improve performance, reduce costs, and avoid unexpected downtime. Whether done in-house or through a Salesforce consulting company, the benefits are long-term and substantial.
Minuscule Technologies, your trusted Salesforce-certified partner, is here to guide you through every step. From license audits to metadata cleanup, we ensure your ORG runs securely and efficiently.
Are you confused about how to run a proper Salesforce health check? Our experts are ready to help you. Contact us now!
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