Salesforce orgs grow over years. Different admins, partners and urgent requests add automation and code layer by layer. Eventually the system becomes slow, fragile and hard to change. Here are the signs it's time for a health check.
1. Users are back on spreadsheets
If teams export data to Excel to do their real work, the CRM isn't supporting the process.
2. Deployments are scary
Failing tests, manual changes in production and no version control mean every release is a risk.
3. Automation conflicts
Workflow rules, Process Builder, flows and triggers on the same object fight each other and cause unexpected updates or limit errors.
4. Pages load slowly
Overloaded page layouts, too many components and inefficient code make users wait.
5. Nobody trusts the reports
Duplicate records, missing fields and inconsistent stages make dashboards unreliable.
6. Too many people are admins
Broad permissions and outdated profiles are a security risk. Permission sets and permission set groups are easier to manage.
7. Nobody knows why it was built that way
Missing documentation means every change takes longer and breaks something else.
What a health check covers
- Automation inventory and consolidation plan
- Apex code quality, test coverage and trigger architecture
- Security: profiles, permission sets, sharing and login policies
- Data quality and duplicate rules
- Release process and CI/CD
- A prioritized roadmap of quick wins and larger fixes
Our Salesforce consulting team runs health checks and then helps you fix what matters most — as a project or through a monthly retainer.
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