Maintaining the health of your Salesforce org is key to ensuring the consistency of your business processes and ability to conform with standards. When your org instance is in optimal health, your business operations can run at peak performance, ensuring that your sales pipeline and your marketing processes, with their automated features and implemented design, are allowing your overall business to benefit, scale and grow.
An overall Salesforce org Health Check should happen regularly — typically once a year — and can help with common issues such as:
- Adopting/adjusting for new features after a Salesforce release
- Optimizing an org as it grows and needs change
- Resolving issues (i.e. exceeding storage limits, slowing down in performance, or not leveraging resources)
- Conforming to evolving business requirements
What is a Salesforce Health Check?
A Salesforce Health Check, also known as an Org Health Check, is an assessment of your Salesforce Instance to evaluate if there are any vulnerabilities that need to be addressed and confirm if the system is running to its full potential for everyone on your team.
A good health check will address issues from both the administrative and the executive perspectives. An Admin might focus more on the routine maintenance of the org. For example, cleaning out unused fields on a heavily used custom object or addressing specific security needs such as making sure IP ranges are locked down for all users. Whereas the executive team is most interested in the org’s overall spend and license usage.
The goal is to arrive at a snapshot of where the org stands, carefully assessing how it is being used and how secure it is. Addressing these aspects will help identify areas of focus to improve overall health. Here are some common scenarios which may indicate your org is ready for a health check:
Scenario 1: Changing Business Processes not Reflected in Salesforce
Does your original implementation still align with your company and business needs? Businesses naturally change with time, expanding services and growing processes. You may find that your workflow is no longer as effectively supported as it was when you implemented Salesforce. A Health Check is the perfect way to assess gaps and/or inefficiencies in your org and intervene to eliminate any present or arising issues or bottlenecks.
Scenario 2: Complex Data is Flowing Across Departments
You may find that, over time, as your business processes have grown and evolved, their complexity has too, with data needing to be streamlined across several departments. This scenario is common, yet may differ substantially from one industry sector to another. Making a tailored assessment is essential to make sure your data is flowing organically and in a way that still remains manageable and efficient. Considering how easy it is to integrate Salesforce with any external system or third party application critical to your business, you want to make sure that your org can effectively be the source of truth for your business data.
Scenario 3: Necessary Updates to your Org Security
Security is at the forefront of org health. Salesforce security features ensure that org users can do their job safely and efficiently, protecting business data from inappropriate access and use. Nonetheless, with the addition of new users or custom objects, new security requirements may arise for the business management. For this reason, Salesforce has specifically provided the Security Health Check tool to identify and fix potential vulnerabilities in the security settings of your org. It is recommended to run the Security Health Check tool prior to each new Salesforce release. It may be beneficial to take a closer, more detailed look to ensure that Profiles, Roles, and User licensing are configured and updated appropriately. In this era of phishing and malware, experienced professionals can leverage more sophisticated tools in order to resolve or minimize security risks and protect business and customer data.
Scenario 4: Low User Adoption
User adoption is a key to the success of business software and maximization of ROI. Getting this right can really set you on the right path. If you have a poor setup due to a poor initial deployment or your business processes were not implemented the right way, you may incur limitations which strongly affect user adoption and compromise your investment. For instance, the Sales team may not be able to efficiently retrieve the required data and use it effectively in their processes. These and other issues strongly impact how your business can benefit from Salesforce. A thorough assessment is needed in order to identify and resolve any barriers to user adoption, and offer recommendations to increase that adoption.
Scenario 5: Improve your Operating Efficiency
Associated with low user adoption, a broader scenario involves the overall improvement of the operating efficiency of your org. If you’ve noticed any limitations or bottlenecks in your org, it’s likely time to assess if there is room for improvement utilizing the latest features available from Salesforce. With every release, Salesforce adds new features and services, which may provide key improvements to your workflow. A careful re-evaluation of your org can ensure you are leveraging the latest functionality available.
Salesforce is an ever-evolving cloud solution. A comprehensive Salesforce org health check by a team of expert consultants will help you keep your system operating at maximum efficiency. With regular maintenance and continual monitoring, you can maximize your ROI and avert any potential problems.
Looking for a partner to provide you with a personalized Salesforce Health Check? Revolution Group is here to help. Contact us by phone at 614-212-1111 or by email at [email protected].