Salesforce Health Checkup
What is a Salesforce Health Check?
A Salesforce Health Check is like a checkup for your Salesforce system. It is a detailed look at how well your Salesforce is set up and used.
Why a Salesforce Health Checkup Is Important
Is your Salesforce implementation performing at its peak? Here are common signs you may benefit from our diagnostic service.
Technical Issues
Identify and resolve any technical problems within your Salesforce setup.
Planning Change
Assess the current state of your Salesforce before implementing new projects.
New CRM Owner
Get context about your Salesforce org if you are a new owner.
Business Change
Align Salesforce with evolving business processes and requirements for continued efficiency.
Implementation Issues
New CRM Owner Get context about your Salesforce org if you are a new owner. Implementation Issues Ensure your Salesforce was set up correctly and get recommendations for improvements.
Low Acceptance Rates
Understand why users are not using the system and improve Acceptance rates
How Does it Help Businesses?
The Salesforce Health Check helps identify, secure, and optimize your CRM. Here's how:
Finding Problems
The Salesforce Health Check is like a diagnostic tool for your Salesforce system. It helps us pinpoint any issues or areas of improvement within your setup. By identifying these problems early on, we can prevent potential disruptions and ensure your Salesforce operates seamlessly.
Keeping Data Safe
Data security is paramount in today’s digital landscape. The Health Check includes a thorough assessment of your data security measures. We ensure that your data is protected, follows industry regulations, and adheres to best practices. This not only safeguards sensitive information but also builds trust with your customers and stakeholders.
Improving Performance
Once we identify the issues, our goal is to enhance the performance of your Salesforce system. By addressing bottlenecks, streamlining processes, and optimizing configurations, we can make your Salesforce work faster and more efficiently. This translates to improved productivity for your team and a better user experience overall.
How Winfomi Performs a Salesforce Health Check of Your Org
We employ a range of tools and methods, including Salesforce built-in features, native apps, and third-party tools, to conduct thorough health checks of your Salesforce Org:
Apex PMD Tool
Analyzes Apex code for quality and uncovers potential issues early.
Security Scanner
Scans for vulnerabilities and ensures Salesforce org security standards.
Salesforce Optimizer
Evaluates org configuration and usage to recommend performance improvements.
Permission Set Helper
Analyzes permission sets and profiles to improve access control.
Manual Org Assessment
Performs a detailed manual review of the org setup and customization.
Salesforce Event Monitoring
Tracks user activity and system performance with event log monitoring.
Checkmarx Apex Code Scanner
Performs static code analysis to detect security flaws in Apex code.
Salesforce Health Check Feature
Evaluates security settings against Salesforce’s baseline standards.
Benefits of Health Check with Winfomi
Our comprehensive health check delivers multiple advantages for your business.
Data Quality
Enhanced system performance, data quality, and user experience.
Ongoing Support
Ongoing support and optimization to keep your Salesforce system healthy and aligned with your evolving needs.
Strategic Insights
Strategic insights and recommendations tailored to your business goals.
Data Security Standards
Compliance with industry best practices and data security standards
Finding & Fixing Problems
Finding and fixing problems in Salesforce before they cause downtime helps keep things running smoothly and boosts productivity.
Why Choose Winfomi
Partner with a team that has the expertise and dedication to maximize your Salesforce investment.
Measurable Results
We believe in delivering results that you can see and measure. Our approach is data-driven, and we provide insights and metrics to showcase the improvements made after the Salesforce Health Check.
Drive Business Success
Ultimately, our goal is to help your business succeed. By optimizing your Salesforce system, we empower your team with better tools and processes, leading to increased productivity and better decision-making.
Expertise in Optimization
Optimization is not just about fixing issues; it is about fine-tuning your Salesforce to work at its best. Our team knows how to optimize configurations, workflows, and integrations to improve performance and efficiency.
Focus on Customer Satisfaction
At Winfomi, customer satisfaction is our top priority. We listen to your concerns, understand your goals, and tailor our solutions to meet your specific requirements.
Dedicated Team of Salesforce Experts
Our team at Winfomi consists of highly skilled Salesforce professionals. These experts have years of experience in assessing, optimizing, and implementing Salesforce systems for various businesses.
Extensive Experience in System Assessment
We have a track record of successfully evaluating Salesforce systems across different industries. This experience enables us to understand the unique needs and challenges of your business.
Best Practices Summary
Regularly assessing your Salesforce environment is essential to maintain performance, security, and data integrity. A well-executed health check helps identify system inefficiencies, outdated configurations, and security risks ensuring your Salesforce org runs smoothly and aligns with best practices recommended by Salesforce.
Run Health Check Reports
Generate Salesforce Health Check Reports at least once a quarter to evaluate security settings, identify misconfigurations, and align with Salesforce-recommended baselines.
Use Optimizer and Tools
Leverage built-in tools like Salesforce Optimizer and the Health Check Tool to assess performance, code usage, and feature adoption across your org.
Audit User Access
Audit user permissions, especially privileged users, to avoid excessive access and enforce least privilege principles for enhanced data security.
Clean Unused Components
Eliminate technical debt by deactivating or removing unused Apex triggers, validation rules, custom fields, and outdated workflows.
Monitor APIs and Integrations
Track API limits and third-party integration behavior using Health Check APIs to ensure system stability and avoid performance issues.
Validate Data Quality
Maintain CRM health by implementing data validation rules, duplicate prevention logic, and scheduled cleanup tasks.
Ready to Improve Your Salesforce?
Schedule a Salesforce Health Check with Winfomi today and unlock the full potential of your Salesforce system for increased efficiency and growth.
