Salesforce Health Check Services

Synebo — a Salesforce development partner, specializing in Salesforce health check services. With 9+ years on the market, over 1000 diverse projects delivered, and 255+ Salesforce certifications in-house, we offer Salesforce security and health check assistance, with a strong focus on business models and needs.
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Сertified Salesforce PDO and ISV Partner

Synebo Salesforce app development company is also recognized as a consulting Salesforce Crest Partner and Ridge ISV Partner. This emphasizes our qualification as a Salesforce development firm for businesses across different industries, reflecting our team’s drive to digitalize in the modern CRM landscape.
9+
years of experience
1000+
projects
160+
team members
255+
certifications
Our Salesforce Health Check Services
Are For Those Who
<b>Face Salesforce <br>Performance Issues </b> <br> <br> We offer to resolve performance bottlenecks for businesses that struggle with unresponsive Salesforce.
Face Salesforce
Performance Issues


We offer to resolve performance bottlenecks for businesses that struggle with unresponsive Salesforce.
<b>Experience <br> Data-related Challenges</b> <br> <br>We help businesses that struggle with inaccurate or inconsistent data via measures to make data reliable and trustworthy.
Experience
Data-related Challenges


We help businesses that struggle with inaccurate or inconsistent data via measures to make data reliable and trustworthy.
<b>Need  <br> a Security Check  for Salesforce </b> <br> <br>We review permissions, password policies, and MFA activation, ensuring proper access restrictions.
Need
a Security Check for Salesforce


We review permissions, password policies, and MFA activation, ensuring proper access restrictions.
<b>Need Salesforce Practices<br> Compliance</b> <br> <br> We help businesses adhere to industry standards and best practices, keeping them secure and compliant.
Need Salesforce Practices
Compliance


We help businesses adhere to industry standards and best practices, keeping them secure and compliant.

Our Salesforce
Health Check Services

Synebo, as a trusted Salesforce health check company offers a range of end-to-end services aiming to cover any need related to optimizing the security, performance, and best CRM experience of working with Salesforce system. Reach out to us should you need the following service lines from an experienced and certified team.
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Apex Governor Limits Optimization

Salesforce imposes unavoidable governor limits, such as file upload size and API integration limits. Synebo optimizes processes to stay within these limits, identifying and resolving issues efficiently.

Functional Optimization

Performance issues can occur even in the most well-optimized software systems. Synebo evaluates and improves page performance and functionality to ensure optimal operation and user experience.

Data Quality and Integrity

Synebo enhances Salesforce data quality and Salesforce data integrity using advanced Salesforce data quality tools to improve data quality in Salesforce, ensuring reliable and accurate information.

Security and Compliance Review

Synebo conducts thorough reviews of your Salesforce environment, focusing on Salesforce security. We help ensure compliance and achieve robust protection of data from unauthorized access.

Client Success Stories

Salesforce App Development, Customer 360 Platform
Synebo team has demonstrated excellent skill and professionalism, overcoming challenges with grace and delivering outstanding innovative solution.
Representative of High Tech Company
Custom Salesforce Development
They (Synebo) are an excellent team, always with a 'Can do' attitude. They were excited, communicative, helpful, and quick to respond.
Omer Paz, Head of Business Applications, Similarweb
Service Cloud App development
It was a true pleasure working with Synebo team for 3.5 years. the value this company gave us is priceless. Amazing People! Amazing Company.
Isahar Profis, Salesforce Delivery Manager, Lumos Global
Salesforce App Development, Sales Cloud
Overall, I am highly satisfied with the performance of Synebo's team, as well as your professionalism, expertise, and commitment.
Representative of Energy & Utilities Company
Salesforce App Customization
Synebo met all deadlines and QA tested at a high level. They over-delivered and the product is used daily. The project management was effective.
Reuven Kogan, CEO, Pharmbills LLC
Custom Salesforce development and consulting
They (Synebo) always deliver on the promise, even if it's a complex project. We are very happy with the result - this is why we continue to work with Synebo.
Eran Ben Horin, CFO, Madlan
Synebo Services Cost
Synebo Services Cost

Learn about our services and their starting costs.

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What is the Salesforce Health Check Process?

System Configuration
and Customization Assessment

Our Salesforce experts conduct a thorough Salesforce org health check to review your system configuration and customizations. This assessment ensures your Salesforce setup aligns with best practices, identifying areas for optimization and improvement to enhance overall performance.

Security Settings Evaluation

Synebo experts evaluate your Salesforce security settings through a detailed Salesforce org health check. This step identifies potential vulnerabilities and ensures your data protection measures comply with industry standards, safeguarding your Salesforce environment.

Data Quality Review

By conducting a Salesforce org health check, our team assesses the quality of your data within Salesforce. This review identifies inconsistencies and areas for improvement, ensuring your data is accurate and reliable, and supports your business processes effectively.

Performance and Scalability
Analysis

We perform a Salesforce org health check to identify bottlenecks and areas where performance can be enhanced. This analysis helps improve system efficiency and scalability, ensuring your Salesforce instance can adapt to growing business needs.

Automation and Workflow
Examination

Through a comprehensive Salesforce org health check, our Salesforce engineers examine existing automation and workflows within your Salesforce instance. This examination ensures your processes are optimized, efficient, and aligned with best practices to support your business objectives.
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Our Portfolio

tufin-case-study-by-synebo
How Salesforce Portal Development Enhanced UX for Tufin
See how we uрdated the branded partner portal with custom logic, a clean user-fосused design, and smart segmentation – and simultaneously preserved the look of the "old" portal, as Tufin wanted.
Read Case Study
appsflyer-case-study-by-synebo
AppsFlyer UX Boost via Creating a Partner Community and Help Center Integration
Find out how AppsFlyer teamed up with Synebo to build a tightly integrated Partner Community based on Salesforce, еnhanсеd with Zendesk-роwered knowlеdgе base іntеgrаtіоn, intelligent tagging, effortless onboarding, and full admin control.
Read Case Study
ezbob-case-study-by-synebo
Making EzBob’s Financial Architecture Work Inside Salesforce
Get the detаіls of how we built a Salesforce package for EzВob that mirrors complex finance structures, enables іnstant analуsіs, and suрроrts соmplіаnce. And it doesn’t break data relationships.
Read Case Study
pandadoc-case-study-by-synebo
Bringing PandaDoc to AppExchange with a CPQ Package
Discover how we helрed PandaDoc bring their product to the Salesforce AppExchange – mееtіng tough tech standards, wrарріng іt uр for users, and got through the challenges of the securitу review.
Read Case Study
financial-firm-case-study-by-synebo
Helping a Financial Firm with Salesforce Data Migration
Check out how we helped migrate a financial company’s legacy CRM from Act! to SF, using best practices for data migration in Salesforce.
Read Case Study
telecom-provider-case-study-by-synebo
Streamlining Support and Feature Delivery for a Telecom Provider
Find out how our experts helped one of Israel's top telecom players cut response times and соnnесt 30+ tools – ERP integration with Salesforce included.
Read Case Study
cooby-case-study-by-synebo
How We Streamlined Sales for Cooby with Salesforce Integration
By integrating Сооbу with Salesforce, we helped the Client launch a расkaged tооІ that turns WhatsApp chats into usable data and boosts sales ореrations for Cooby’s clients.
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healthcare-tech-company-case-study-by-synebo
Connecting Amazon, FedEx, and SF via Salesforce Healthcare Integration
Рееk behind the scenes of how we helped the Client use Salesforce for healthcare providers to turn disconnected services into a platform with secure data flow and unified performance.
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tobacco-manufacturer-case-study-by-synebo
Enabling SMS Opt-In Campaigns with Salesforce Marketing Cloud
See how we helped a manufacturing company launch an SMS орt-іn functionalitу, work with platform constraints, and automate reporting – all built on a robust Marketing Cloud Connect setup.
Read Case Study
medisafe-case-study-by-synebo
Syncing Medisafe with SF via Secure Salesforce Data Integration
See how we developed the Salesforce managed package for Medisafe, enabled instant syncing, adaptive mapping, and in-app patient views – all protected with top-tier security.
Read Case Study

Blog Articles

Salesforce_Migration_Strategy_for_Regulated_Industries
24 Sep 2025
Salesforce for Industries
Salesforce Data Migration Strategy for Regulated Industries
Katerina Mishei
Katerina Mishei
9 min
Zendesk_to_Salesforce_Migration_Challenges_and_Solutions
22 Sep 2025
Salesforce Consulting
From Zendesk to Salesforce: Data Migration Challenges and How to Solve Them
Yana Chekan
Yana Chekan
8 min
Zendesk_to_Salesforce_Migration_Guide
16 Sep 2025
Salesforce Development
Zendesk to Salesforce Migration: Step-by-Step Guide for a Smooth Transition
Anastasia Sapihora
Anastasia Sapihora
9 min
Zendesk_to_Salesforce_Migration_Pros_and_Cons
12 Sep 2025
Salesforce Consulting
Pros & Cons of Moving from Zendesk to Salesforce Service Cloud
Sergii Romashov
Sergii Romashov
8 min
Salesforce_Data_Migration_Checklist
10 Sep 2025
Salesforce Development
Salesforce Data Migration Checklist: What to Prepare Before You Start
Anastasia Sapihora
Anastasia Sapihora
8 min
Salesforce_Data_Migration_Guide
03 Sep 2025
Salesforce Development
Smart Leader’s Guide on Migration to Salesforce: Essentials
Anatoly Voronov
Anatoly Voronov
10 min
What_to_Do_After_Salesforce_Health_Check
28 Aug 2025
Salesforce Consulting
What to Do After a Salesforce Health Check: Next Steps
Sergii Romashov
Sergii Romashov
8 min
How_to_Run_Salesforce_Health_Check
26 Aug 2025
Salesforce Consulting
How to Run a Salesforce Health Check
Yana Chekan
Yana Chekan
8 min
What_Is_Salesforce_Health_Check
19 Aug 2025
Salesforce Consulting
What Is a Salesforce Health Check and Why Your Org Needs One?
Sergii Romashov
Sergii Romashov
8 min
How_to_Hire_a_Salesforce_Integration_Consultant
15 Aug 2025
Salesforce Consulting
How to Hire a Salesforce Integration Consultant?
Sergii Romashov
Sergii Romashov
10 min
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FAQ

1. Why do I need a Salesforce Health Check?

A Salesforce Health Check is essential to identify potential issues, ensure compliance with Salesforce security best practices, and optimize system performance. Regular health check in Salesforce helps plus usage of Page Optimizer, checking limits, etc., help a high level of Salesforce security, protecting your data and enhancing overall functionality.

2. How often should I get a Salesforce Health Check?

It’s recommended to perform a Salesforce Health Check complemented with using instruments like Page Optimizer and Salesforce Shield, and checling limits 1-3 times a year. Regular health check Salesforce services ensure continuous compliance and optimal performance addressing any emerging issues promptly and maintaining system integrity.

3. What are the benefits of a Salesforce Health Check?

A Salesforce Health Check provides a comprehensive evaluation of your system’s health, including a detailed Salesforce Health Check report. Benefits include improved security, optimized performance, adherence to Salesforce health check best practices, and maintaining a level of user experience with Salesforce. 

4. How long does a Salesforce Health Check take?

A thorough Salesforce Health Check with checking limits, using Salesforce Shild and Page Optimizer typically takes a few hours to a couple of days, depending on the system’s complexity. This health check Salesforce process ensures a detailed evaluation, producing an actionable Salesforce health check report. 

5. Can I perform a Salesforce health check myself?

Yes, you can perform a Salesforce Health Check yourself using the built-in tools such as Salesforce Health Checker and Salesforce Optimizer. You can discover extra details on using them for Salesforce Health Check from our blog post. However, they don’t cover all scenarios. As such, Salesforce developers use other additional instruments for system evaluation and manually check limits, so assistance from external experts is still necessary.

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What happens next?
Our representative gets in touch with you within 24 hours
We delve into your business needs and our expert team drafts the optimal solution for your project
You receive a proposal with estimated effort, project timeline and recommended team structure
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