What We Look For in a Salesforce Health Check
December 18, 2025
Before we build anything, we dig in.
Our Salesforce Health Check is more than a checklist—it’s how we understand what’s working, what’s risky, and what’s holding your team back.
Why a Health Check Matters
It’s tempting to jump straight into building Flows, installing packages, or customizing layouts. But if the foundation of the org isn’t healthy, every new change sits on shaky ground.
A Health Check helps you:
- Spot technical debt before it becomes unmanageable
- Identify quick wins that improve adoption immediately
- Prioritize projects based on actual risk and impact
Whether we’re onboarding a new client or reviewing an existing environment, this audit gives us a clear picture of how the system is being used (and misused).
What We Look For
1. Automation Overlap
Multiple Flows, Workflow Rules, or Apex triggers running on the same object can cause unpredictable behavior. We check for:
- Flows firing in the wrong order
- Workflow Rules that duplicate Flow logic
- Triggers with no context on execution order
👉 A single update to a record shouldn’t kick off three separate automations that all do the same thing.
2. Page Layout Overload
If users have to scroll through endless sections, adoption drops. We look for:
- Fields that are rarely used but still visible
- Redundant sections that confuse users
- Opportunities to apply Dynamic Forms for conditional visibility
Clean layouts reduce cognitive load and make Salesforce feel more intuitive.
3. Data Quality Warning Signs
Bad data equals bad reporting. We scan for:
- Incomplete or inconsistent records
- Picklists with outdated or duplicate values
- “Owner drift,” where inactive users still own accounts, opportunities, or cases
Data quality fixes often provide some of the fastest ROI because they directly improve reporting and decision-making.
4. Scalability Blockers
We look for technical patterns that work today but will break tomorrow, such as:
- Hardcoded IDs in Flows or Apex
- Filters that aren’t indexed, slowing down queries and reports
- Processes that only work at small scale but fail under higher volume
Future-proofing now saves painful rework later.
Example in Practice
A recent audit uncovered five active Flows on Opportunity Close, all trying to update related records differently. Users complained of “random” errors. Once consolidated into a single Flow with clear entry conditions, error rates dropped by 80% and the sales team finally trusted the process.
Key Takeaways
A Health Check isn’t about pointing fingers—it’s about finding opportunities.
- Eliminate automation overlap to reduce risk.
- Simplify page layouts for better adoption.
- Improve data quality to strengthen reporting.
- Remove scalability blockers before they cause outages.
Sometimes the biggest wins don’t come from new features. They come from fixing the foundation and giving your org a clean bill of health for the year ahead.