Salesforce Org Health Check

Salesforce orgs naturally accumulate complexity—leading to inefficiencies, frequent errors, and user frustration. Over time, this technical debt can snowball, impacting data quality, security, compliance, and your team’s productivity.

Here are some signs your org is in need of a health check:

🔍 Operational & User Frustration

• Frequent screen errors are thrown when trying to perform daily business processes in the CRM.
• Data entry errors or duplication are becoming common.
• Low user adoption or inconsistent usage across teams.
• Compaints that the CRM is of “laggy” or “unresponsive”
• Click-fatigue from too many required fields or convoluted processes.

🧠 Knowledge Loss & Complexity Creep

• Inherited an org from another team or admin without documentation.
• Turnover in admins, architects, or developers has created black-box components or automations.
• No one fully understands certain automations, flows, or integrations anymore.

🏗️ Technical Architecture Risks

• Automation limits are being hit (e.g., Flow, DML, SOQL errors).
• Too many triggers on one object, or Flow errors occurring in production.
• Outdated custom code or legacy packages still running critical logic.

📊 Data Quality Concerns

• Data duplication across Leads, Contacts, Accounts.
• Inconsistent picklist values, mismatched formats, or required fields being bypassed.
• Patterns of bad or blank fields which cannot be explained by user error.
• Abandoned reports or dashboards that no longer reflect business needs.

🔐 Security, Access & Compliance

• Lack of security review on Profiles, Roles, & Permission Sets haven’t been in years.
• Too many users with Admin rights or access to sensitive records.
• No field-level audit on PII, HIPAA, FERPA, or other regulated data.

🔄 Growth or Change Readiness

• Planning to scale—but unsure if the org can handle new teams, processes, or integrations.
• Preparing for a major addition or integration
• Undergoing a merger or restructure—need to ensure org is clean and adaptable.