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Salesforce Health Checkup Services

Is your Salesforce performing at its full potential?
 Just like a regular health checkup keeps your body in shape, your Salesforce org needs periodic evaluations to stay scalable, secure, and optimized.

At SaaSnic Technologies, we offer comprehensive Salesforce Health Checkup Services that uncover hidden inefficiencies, technical debt, compliance issues, and performance bottlenecks before they become costly problems.

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Why Salesforce Health Check Is Crucial

Whether you’re a growing business or a long-term Salesforce user, your system can become bloated over time with:

  • Unused custom objects and fields
  • Redundant workflows and flows
  • Poor data quality
  • Outdated user roles and permission sets
  • Slow page loads and technical debt
  • Forgotten automation rules or apex triggers

These issues silently drain productivity, compromise security, and reduce ROI.

What We Check in a Salesforce Health Audit

Our certified Salesforce experts conduct a 360-degree evaluation, including:

  • Security Profile/role audit, permission sets, data access rules
  • Data Quality Duplicate records, missing fields, data formatting issues
  • Automation Workflow rules, Flows, Apex triggers, Process Builders
  • Customization Unused objects/fields, Visualforce pages, legacy code
  • Performance Page load times, query performance, API usage
  • Compliance GDPR readiness, HIPAA settings (if applicable)
  • User Experience Layout consistency, mobile readiness, Lightning Experience readiness
  • Integration Broken/inefficient API integrations or sync jobs

What You Get After Our Salesforce Health Check

A detailed Audit Report with issues, impact analysis & priority

A Scoring Matrix across system health, security, performance & usability

Actionable Recommendations for every critical gap

Quick Wins & Long-Term Strategy to optimize the org

Optional: Hands-on Implementation Support to fix issues

Why Choose SaaSnic for Salesforce Health Check?

15+ Years of Salesforce Experience

Audit-Backed Technical Recommendations

Security-First Evaluation Approach

Fast Turnaround & Action Plan Delivery

ost-Audit Support Available

We’ve helped over 300+ businesses across solar, real estate, healthcare, finance, education, and more — stabilize and optimize their Salesforce for sustainable success.

Who Should Consider a Salesforce Health Check?

  • You’ve had multiple admins or developers over time
  • Your Salesforce feels sluggish or disorganized
  • Your teams struggle to adopt the system
  • You’re planning a new implementation or integration
  • You’ve had a major Salesforce upgrade (Classic to Lightning, or adding CPQ, FSL, etc.)

Ready to Tune-Up Your Salesforce?

Let’s make sure your CRM works for you, not against you. Book a free consultation to learn how our Salesforce Health Check can revitalize your system.

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Frequently Asked Questions (FAQs)

 At least once every 6-12 months, or before any major Salesforce upgrade or integration.

No. Our audits are non-intrusive. We only review metadata, configurations, and logs — not real-time activities.

Yes. We can help fix and optimize every identified issue through custom packages or hourly retainers.Yes. We can help fix and optimize every identified issue through custom packages or hourly retainers.

Typically 5–10 business days, depending on the size and complexity of your org.

A lot can change — with new users, fields, rules, or automation. A re-audit is recommended annually.