Salesforce Health Check Services

Make sure your org supports your business growth – with Salesforce expert insights into security, performance, data, and system health.

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Salesforce Health Check Services by Synebo

A Salesforce health check helps you spot what works well in your org and what invisibly creates risk. Synebo’s Salesforce health check services cover data quality, automation, integrations, security, system performance, and identify issues that deserve attention.

Our Salesforce experts assess your current setup, explain findings in easy and practical terms, and recommend the next steps. You see a clear picture of your SF org’s condition and get a Salesforce health check report that guides improvements.

10+

Years of Experience

1000+

Projects

255+

Certifications

160+

Team Members

Salesforce Health Check is Needed When

Performance & Usability Issues

Slow раges and flows cost your team time. A Salesforce health check ріnроіnts weak automation and usability issues, which don’t let you work productively.

Unreliable CRM Data

Reports show weird figures if your data has gaps, duplicates, conflicting values. A Salesforce org health check helps identify what undermines the quality of your data.

Security Concerns

Unclear access or security settings is also a reason for a Salesforce security health check. Especially if you have compliance audits or cert review soon.

Major Salesforce Changes

Migrations, new integrations, customizations often cause issues. A Salesforce system health check helps verify уour SF org around big changes.

Preparing for AI Adoption

SF АІ needs reliable data, automation, integrations. A Salesforce health check helps reveal what your org should address before you implement AI.

Release & Maintenance Reviews

SF evolves with every release. Yet, your org may not keep pace. A Salesforce health check review helps catch compatibility issues and outdated configs.

Our Salesforce Health Check Services

Health check in Salesforce puts SF org to the test: does it support the way your business operates today, or has growth left some parts behind? We help get a clear picture of your org’s condition.

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Org Architecture & Performance

The SF org may work fine today, but it struggles as the company grows. Within the Salesforce audit and health check services, we assess configuration, dependencies, data models, performance issues before they limit your scalability.

Data Quality

Duplicate entries, missing fields, conflicting values distort insights and daily operations. We examine data completeness, duplicates, consistency, validation rules – and pinpoint data management issues.

User Experience

When tasks demand many clicks, SF adoption usually lags. Or stalls. During the Salesforce health check assessment, we review SF page layouts, navigation, workflows. We uncover usability issues that slow you down.

Code, Automation & AI Readiness

Aging Apex code, tangled Flows, missing tech prerequisites – these all limit future development. When performing a Salesforce health check, we review: custom code, Lightning components, automation, readiness of your org for AI.

System Integrations

Systems that are well-connected should reliably exchange data. During the Salesforce health check process, we examine your SF integrations, API usage, synchronization. We spot weak points that interfere with your workflows.

Security & Compliance Review

Incorrect permissions expose sensitive data. They also give your users excessive access. Our Salesforce security health check examines your profiles, sharing rules, access settings. It flags vulnerabilities and compliance risks.

Know Where Your SF Stands

Get a Salesforce assessment – spot risks, review setup, and identify options for improvement.

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Salesforce Health Check Deliverables

SF Health Check Report

Prioritized Recommendations

Optimization Roadmap

Expert Consultation

Implementation Support

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Why do we need a Salesforce Health Check?

A Salesforce Health Сheck helps you see issues that you may miss in your daily work. For example, excessive user permissions, outdated automation, problems with performance, gaps in your setup. A Salesforce org health check gives you a clearer picture of what works well, what needs your attention, and which improvements deserve priority.

How often should we perform a Salesforce Health Check?

For many businesses, reviewing Salesforce every 6-12 months is a good starting point. Still, you may – surely – assess your SF org more frequently if you’ve made major changes to your setup, when seasonal releases bring new features, or if lately your business has grown considerably.

How long does a Salesforce Health Check take?

Reviewing a simple SF setup with just a few customizations may take hours. An org with years of customizations, complex integrations, legacy code requires much more time. Synebo can help you define what deserves a closer look. And estimate the time your assessment will take after an initial discussion.

What do we need to provide for a Salesforce Health Check?

Usually, we need access to your SF org and an overview of key business processes. If you know of any issues or have concerns, this information also comes in handy for us. For a broader SF audit, our experts may ask for tech documentation, integration details, information about anу recent changes to your environment.

Can you check Salesforce without changing anything?

Yes. A Salesforce health сheck audit focuses on examining your existing setup, not changing it. Synebo’s specialists review configs, permissions, automation, other relevant areas. Then we document our findings. Any production changes require your prior approval, so you stay in control of all the next moves.

What happens after the Health Check?

You receive a Salesforce health check report with findings and spotted risks. It also contains prioritized recommendations. The report helps you decide what to fix now, what can wait, and where further investment makes sense. If you want our help with the next steps, Synebo can help you implement improvements you agreed upon.

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Be it admin support, AppExchange assistance, new features or a migration, we’re here to build, adapt, and guide.