10 Signs Your Salesforce Org Needs a Health Check 

A Salesforce org can work perfectly well today and still be accumulating problems underneath the surface. 

A few unused automations here, outdated permissions there, inconsistent data, growing customizations, or a process that users have started handling outside Salesforce may not look serious individually. Over time, however, these issues can affect security, performance, adoption, maintainability, and the value you get from the platform. 

This is where a Salesforce Health Check becomes useful. 

A Salesforce Health Check is not simply a security scan. A meaningful assessment should look at the broader health of your Salesforce environment, including configuration, security, data quality, automation, integrations, customizations, user experience, and alignment with business requirements. 

Salesforce provides a built-in Security Health Check that compares your org’s security settings against the Salesforce Baseline Standard or a custom baseline. The score runs from 0 to 100, with 100 representing the most secure configuration.  

But a broader Salesforce health assessment goes beyond that single score. 

If your team is experiencing recurring issues, increasing complexity, declining adoption, or uncertainty about whether the platform is being used effectively, it may be time for a full health check scan. 

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What Is a Salesforce Health Check Assessment? 

A Salesforce Health Check Assessment is a structured review of your Salesforce environment designed to identify risks, inefficiencies, configuration issues, unused capabilities, technical debt, and opportunities for improvement. 

Think of it as a health assessment for your Salesforce org. 

The objective is not to change everything. It is to understand what is working, what is creating friction, what could become a risk, and where targeted improvements could deliver greater value. 

A comprehensive Salesforce health check may review: 

• Security configuration  

• User permissions  

• Data quality  

• Automation  

• Salesforce Flow  

• Custom objects and fields  

• Integrations  

• Reports and dashboards  

• Custom development  

• Technical debt  

• User adoption  

• Platform performance  

• Configuration standards  

• Business process alignment  

The result should be more than a list of problems. 

A useful assessment should provide a prioritized improvement roadmap showing what needs attention, why it matters, how urgent it is, and what should be done next. 

Salesforce Security Health Check vs Full Salesforce Health Assessment 

These terms are sometimes used interchangeably, but they are not the same. 

Salesforce Security Health Check 

Salesforce’s built-in Health Check focuses specifically on security settings. It compares your configuration against the Salesforce Baseline Standard or a custom security baseline and identifies settings that may present risks.  

From Setup, administrators can search for Health Check and review the security score and individual settings. 

Salesforce also allows organizations to use up to five custom baselines, which can be useful when an organization needs to assess security against its own standards or industry-specific requirements.  

Full Salesforce Health Assessment 

A broader assessment looks beyond security. 

It asks questions such as: 

• Is the org easy to maintain?  

• Are users actually using Salesforce effectively?  

• Is automation helping or creating complexity?  

• Is customer data reliable?  

• Are integrations stable?  

• Are customizations still necessary?  

• Are there unused features?  

• Is the architecture ready for future requirements?  

• Are current configurations aligned with business processes?  

This distinction matters because your Salesforce security score can be healthy while your overall Salesforce environment still has significant operational or architectural issues. 

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10 Signs Your Salesforce Org Needs a Health Check

1. Your Salesforce Org Has Become Slow or Unpredictable

Performance problems are one of the easiest signs to notice. 

Users may complain that: 

• Pages take too long to load  

• Reports are slow  

• Dashboards take time to refresh  

• Record searches are inconsistent  

• Automations take longer than expected  

• Integrations occasionally time out  

Not every performance issue is caused by Salesforce itself. The underlying cause may be inefficient automation, complex configurations, large data volumes, integration dependencies, poorly designed queries, or custom development. 

A Salesforce health check scan can help separate symptoms from root causes. 

The goal is not simply to ask, “Why is Salesforce slow?” 

It is to determine: 

What is making the environment slower, and what should be changed first? 

Salesforce’s Well-Architected guidance emphasizes maintainability as an ongoing engineering discipline and recommends keeping technical debt moving out of the system through predictable improvement.

2. Users Are Finding Workarounds Outside Salesforce

One of the strongest signs of an unhealthy Salesforce implementation is when employees stop using Salesforce for tasks that should happen inside the platform. 

For example, users may start relying on: 

• Excel spreadsheets  

• Email approvals  

• Personal trackers  

• Separate reporting tools  

• Manual data entry  

• Duplicate databases  

• Shared documents  

This usually indicates a gap between the way Salesforce is configured and the way users actually work. 

Low adoption is not always a training problem. 

It can indicate: 

• Poor user experience  

• Excessive complexity  

• Missing functionality  

• Unclear processes  

• Redundant data entry  

• Poor automation  

• Inadequate governance  

A Salesforce health check can combine configuration analysis with user feedback to identify the real reason adoption is declining. 

3. Your Salesforce Data Cannot Be Fully Trusted

Salesforce is only as useful as the data inside it. 

If sales representatives maintain different versions of customer information, service teams cannot trust account details, or management spends more time questioning reports than acting on them, your data foundation needs attention. 

Common warning signs include: 

• Duplicate accounts  

• Duplicate contacts  

• Missing fields  

• Incorrect ownership  

• Outdated customer records  

• Inconsistent data formats  

• Unused records  

• Conflicting information between systems  

This issue becomes even more important as businesses introduce AI. 

Salesforce’s latest State of Data and Analytics research found that data and analytics leaders estimate 26% of organizational data is untrustworthy. The same research shows that 63% of data and analytics leaders say their companies struggle to drive business priorities with data.  

That makes data quality a business issue, not simply a Salesforce administration task. 

A health assessment can identify data quality risks and help establish a cleaner foundation for reporting, automation, analytics, and AI. 

4. You Cannot Clearly Explain Who Has Access to What

Security problems do not always look like security incidents. 

Sometimes the warning sign is simply that nobody is completely sure why a user has access to a particular record, object, field, or administrative capability. 

A Salesforce security health review should examine areas such as: 

• Profiles  

• Permission sets  

• Permission set groups  

• Role hierarchy  

• Sharing rules  

• Organization-wide defaults  

• Field-level security  

• Login policies  

• Session settings  

• Integration users  

• Administrative permissions  

Salesforce’s Health Check specifically evaluates security settings against a selected baseline and categorizes settings according to their risk level.  

Salesforce also introduced proactive Health Check notifications in 2026 so administrators can receive alerts when the Health Check score changes.  

If your organization has never reviewed its Salesforce security health, or if permissions have evolved significantly over time, a security assessment should be high on the priority list. 

How to Check Security Settings in Salesforce 

Administrators can go to Setup, search for Health Check, and review the organization’s security score and settings against the selected baseline. Salesforce provides this directly within the platform.  

So, if you are searching for how to check security settings, check your security, or check page security in Salesforce, Health Check is one of the built-in tools to start with. 

However, interpreting the results and deciding what should actually be changed requires context. A lower score does not automatically mean every setting should simply be made more restrictive. Business requirements, integrations, users, and operational needs should be considered before making security changes. 

5. Your Salesforce Environment Requires Too Much Maintenance

If your Salesforce administrator spends most of their time fixing old configurations rather than supporting business improvement, your org may have accumulated technical debt. 

You may notice: 

• Too many custom fields  

• Duplicate automations  

• Old Flows  

• Unused Apex  

• Obsolete reports  

• Legacy objects  

• Complicated dependencies  

• Repeated configuration fixes  

Salesforce itself provides guidance on managing technical debt and recommends focusing on maintainability, standard functionality, and reducing unnecessary complexity.  

A health check can help distinguish between: 

What the business actually needs 

and 

What the org has accumulated over time. 

That distinction can prevent organizations from carrying unnecessary complexity into their next phase of Salesforce growth. 

6. Your Team Uses Only a Small Portion of Salesforce

Salesforce offers a broad range of capabilities, but having access to a feature does not mean your organization is using it effectively. 

You may have: 

• Automation capabilities that are barely used  

• Reporting features that have never been configured properly  

• Native Salesforce functionality replaced by custom solutions  

• Service capabilities that users are not adopting  

• Data capabilities that remain disconnected  

• AI capabilities that cannot yet be used because the data foundation is not ready  

This is where a health check dashboard or broader platform assessment becomes valuable. 

Instead of asking only: 

“What is broken?” 

you can ask: 

“What are we paying attention to, what are we ignoring, and what could Salesforce do better for us?” 

Salesforce’s own release-readiness guidance encourages teams to evaluate new capabilities and retire unnecessary custom solutions when native functionality can replace them, helping reduce technical debt.  

7. Critical Features Keep Breaking

Repeated Salesforce failures are rarely something to ignore. 

If the same Flow fails every month, an integration repeatedly stops synchronizing, or users constantly report the same configuration problem, you may be treating symptoms rather than addressing the underlying architecture. 

A health check can review: 

• Automation dependencies  

• Failed Flows  

• Integration failures  

• Custom code  

• Validation rules  

• Deployment history  

• Configuration dependencies  

• Error patterns  

The important question is not simply: 

“Can we fix it?” 

It is: 

“Why does it keep breaking?” 

That is where a structured Salesforce assessment can provide more value than routine ticket-based support. 

8. Your Teams Depend on Manual Workarounds

Manual workarounds are often early indicators that Salesforce no longer matches the organization’s processes. 

Examples include: 

• Copying information from Salesforce into spreadsheets  

• Manually creating reports outside Salesforce  

• Sending email approvals  

• Re-entering customer information  

• Manually updating multiple systems  

• Maintaining external trackers  

A workaround may solve a problem temporarily, but repeated workarounds increase operational effort and create additional opportunities for human error. 

A health check should identify these process gaps and determine whether the solution is: 

• Configuration  

• Automation  

• Integration  

• Training  

• Process redesign  

• Data cleanup  

The answer is not always “add more automation.” Sometimes the better solution is to simplify the existing process. 

9. Your Org Has Too Many Customizations

Salesforce’s flexibility is one of its major strengths, but customization should have a clear purpose. 

Over time, organizations can accumulate custom objects, fields, Apex code, Flows, integrations, and third-party applications that were created to solve specific problems at specific points in time. 

The problem arises when those customizations remain after the original business requirement has changed. 

A health assessment can review: 

• Custom objects  

• Custom fields  

• Apex  

• Flows  

• Lightning components  

• Managed packages  

• Integrations  

• Custom applications  

The objective is not to eliminate customization. 

It is to determine whether each customization is still justified. 

Salesforce’s Well-Architected guidance specifically highlights maintainability and reducing technical debt as important architectural principles.  

10. You Do Not Have a Clear Salesforce Roadmap

Perhaps the biggest warning sign is the absence of a clear direction. 

If your Salesforce team is constantly responding to requests but nobody is asking what the platform should look like 12 or 24 months from now, your organization may be managing Salesforce reactively. 

A Salesforce implementation roadmap should consider:

• Business priorities  

• User needs  

• Data strategy  

• Automation opportunities  

• Integration requirements  

• Security  

• Technical debt  

• Upcoming Salesforce releases  

• AI readiness  

• Future scalability  

This becomes particularly important as AI moves into mainstream service operations. 

Salesforce’s latest State of Service research, based on 6,500 service professionals and decision-makers, found that service teams estimate AI handles 30% of cases today and expect that figure to reach 50% by 2027.  

If your organization wants to take advantage of AI capabilities, it makes sense to assess whether the underlying Salesforce environment is ready first. 

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What Does a Salesforce Health Check Assessment Actually Review? 

A useful assessment should go beyond a simple health check scan. 

At MicroGenesis, a broader Salesforce health assessment can be structured around several areas.

1. Security Health

Review security configuration, access controls, permissions, authentication-related settings, and potential vulnerabilities.

2. Data Health

Assess data completeness, consistency, duplicates, governance, and reporting reliability.

3. Configuration Health

Review objects, fields, page layouts, record types, validation rules, and other configurations.

4. Automation Health

Evaluate Salesforce Flow, automation dependencies, unnecessary processes, and failure patterns.

5. Integration Health

Review connected systems, APIs, synchronization dependencies, authentication, and integration reliability.

6. Customization Health

Assess Apex, custom applications, managed packages, custom objects, and other extensions.

7. User Experience and Adoption

Identify usability problems, manual workarounds, training gaps, and process friction.

8. Technical Debt

Identify legacy configurations and customizations that increase maintenance effort or restrict future innovation.

9. Business Alignment

Determine whether Salesforce still supports the organization’s current business processes and strategic priorities.

10. Future Readiness

Assess whether the environment is prepared for upcoming Salesforce capabilities, automation, analytics, and AI initiatives. 

What Should You Receive After a Salesforce Health Check? 

A health check should not end with a 50-page document full of technical observations that nobody knows how to act on. 

The most useful output is a prioritized improvement roadmap. 

A practical roadmap can categorize findings as: 

The assessment should also explain: 

• What was identified  

• Why it matters  

• Which business process is affected  

• Recommended action  

• Expected business benefit  

• Dependencies  

• Implementation priority  

This turns a Salesforce health check from a diagnostic exercise into a practical improvement plan. 

Is a Salesforce Health Check the Same as a Health Scan? 

Not exactly. 

You may come across terms such as health scan, health check scan, full health scan, page health check, health check page, or even unit checker when researching Salesforce assessments. 

These are not all official Salesforce product names. 

Salesforce officially refers to Health Check for its security assessment capability. It provides a single page where administrators can review security settings against a baseline and identify potential vulnerabilities.  

Similarly, phrases such as my health scanner are generic search terms rather than names of a standard Salesforce feature. 

For organizations evaluating a professional Salesforce assessment, the important question is not what the assessment is called. The important question is what areas it actually evaluates and what actionable recommendations it produces. 

Why a Salesforce Health Check Matters Before AI Adoption 

A Salesforce health check is becoming increasingly relevant as organizations prepare for AI. 

AI depends on reliable data, appropriate permissions, sound integrations, and well-managed business processes. 

Salesforce’s State of Data and Analytics research found that data leaders estimate 26% of organizational data is untrustworthy.  

Meanwhile, Salesforce’s State of Service research indicates that AI is expected to handle half of service cases by 2027.  

These two trends belong in the same conversation. 

If organizations are going to rely more heavily on AI for customer-facing processes, they need to understand whether the data and Salesforce configuration supporting those processes can be trusted. 

A Salesforce health check can therefore become a practical AI readiness assessment, particularly when it evaluates: 

• Data quality  

• Security  

• Automation  

• Integration architecture  

• User permissions  

• Process consistency  

• Technical debt  

How MicroGenesis Can Help With a Salesforce Health Check 

A Salesforce health check should result in decisions, not just observations. 

MicroGenesis can help organizations assess their Salesforce environment from both a technical and business perspective. 

Our approach can cover: 

• Salesforce security health  

• Configuration review  

• Data quality assessment  

• Automation and Flow review  

• Integration assessment  

• Customization and technical debt review  

• User adoption analysis  

• Performance considerations  

• Salesforce roadmap assessment  

• AI readiness considerations  

The goal is to help answer practical questions: 

What is healthy? 

What is creating risk? 

What is unnecessarily complex? 

What should we fix first? 

What can we improve next? 

A MicroGenesis assessment can then translate these findings into a prioritized roadmap rather than leaving your team with a collection of disconnected technical observations. 

For organizations that want to go beyond a basic Salesforce security check and understand the broader health of their CRM environment, a structured assessment can provide an independent view of where the platform stands today and where it should go next. 

If you are also evaluating an implementation partner, learn more about the reasons to hire a Salesforce implementation partner and what to consider when selecting the right partner.

Explore MicroGenesis Salesforce Consulting Services 

What Is the Right Time for a Salesforce Health Check? 

There is no single universal schedule that applies to every Salesforce organization. 

However, an assessment is particularly valuable when: 

• Your Salesforce org has grown significantly  

• Major customizations have accumulated  

• Your business processes have changed  

• Users are increasingly relying on workarounds  

• Data quality is declining  

• Security settings have not been reviewed recently  

• Integrations have become difficult to manage  

• Salesforce performance has become inconsistent  

• Your team is planning a major transformation  

• You are preparing for AI or Agentforce initiatives  

• Your organization is unsure what to prioritize next  

A health check can also be useful before a major Salesforce optimization, migration, implementation phase, or organizational change. 

Frequently Asked Questions 

What is a Salesforce Health Check? 

A Salesforce Health Check is a structured review used to identify risks and improvement opportunities within a Salesforce environment. Salesforce’s built-in Security Health Check specifically evaluates security settings against a baseline. A broader professional assessment can additionally review data, configuration, automation, integrations, customization, adoption, and technical debt.  

How do I check my Salesforce security settings? 

From Salesforce Setup, search for Health Check and open the Health Check page. You can review your security score and compare settings against the Salesforce Baseline Standard or a custom baseline, depending on your organization’s configuration and edition.  

What is the Salesforce Security Health Check score? 

Salesforce Health Check uses a 0 to 100 scoring model, where 100 represents the most secure configuration. The score reflects how closely security settings align with the selected baseline.  

Is a Salesforce Health Check only about security? 

No. Salesforce’s built-in Health Check is focused on security settings. A broader Salesforce health assessment can examine the overall state of the org, including data, automation, integrations, configuration, technical debt, user adoption, and business alignment. 

What is a health check dashboard in Salesforce? 

Salesforce Health Check provides a single-page view of security settings and a summary score against a selected baseline. Salesforce Security Center can also provide additional visibility into security posture and related metrics.  

How often should a Salesforce org have a health check? 

The appropriate frequency depends on the complexity and rate of change within the org. Organizations undergoing significant configuration, security, integration, data, or business changes should consider more frequent reviews. Salesforce also provides notifications when the Health Check score changes, helping administrators monitor security posture over time.  

The Bottom Line: Is Your Salesforce Org Healthy? 

A Salesforce org does not have to be completely broken before it deserves a health check. 

In fact, the best time to assess your Salesforce environment is often before small issues become expensive problems. 

If your users are creating workarounds, your data is becoming unreliable, your configuration is increasingly complex, your security posture is unclear, or your organization is preparing for AI, a Salesforce health check can help you understand what needs attention. 

Salesforce provides powerful native tools for checking security health, but a broader assessment can give business and technology leaders a more complete picture of the platform. 

The objective is not simply to achieve a better health score. 

It is to build a Salesforce environment that is secure, maintainable, trusted, efficient, and ready for the next stage of business growth. 

If your organization is unsure where to start, MicroGenesis can help assess your Salesforce environment and turn the findings into a practical roadmap for improvement. 

Talk to MicroGenesis about a Salesforce Health Check Assessment