🩺 Introduction: Why Your Salesforce Org Needs a Health Check in 2025
In 2025, Salesforce is the backbone of digital transformation—but even the best systems need regular tune-ups. If your CRM feels clunky, unresponsive, or simply underutilized, it’s a red flag you can’t afford to ignore. That’s where a Salesforce Health Check comes in. Much like a physical check-up, it evaluates the health of your CRM and flags inefficiencies, risks, and lost opportunities. For businesses in the UK, London, Germany, or anywhere globally, ensuring your Salesforce setup is agile, secure, and performance-optimized is non-negotiable.
At AwsQuality, a Salesforce Certified Consultant and Top Salesforce Consulting Company, we specialize in comprehensive CRM audits tailored to your business. From sluggish load times to data chaos, our free Salesforce audit—including CPQ—offers actionable insights that drive measurable results. Whether you’re aiming for better adoption, higher ROI, or compliance alignment, a structured health check lays the foundation for future-ready operations.
In this blog, we discover the critical elements that can silently weaken your Salesforce performance: misconfigured automations, security loopholes, integration lags, and user adoption barriers. These hidden flaws may go unnoticed day to day but can snowball into bigger problems—impacting productivity, customer satisfaction, and revenue.
5 Signs You Need a Salesforce Health Check
1. 🐬 Sluggish Performance
Your Salesforce should speed up your operations, not slow them down. If users report:
- Long page load times
- Frequent crashes
- Excessive clicks to complete a task
Then your CRM is costing you productivity. Poorly written code, outdated configurations, or inefficient customizations are common culprits. Our Salesforce Lightning consultants help you optimize performance with a structured review using Salesforce Optimizer.
2. 📉 Low User Adoption
If new hires struggle or senior users bypass the platform entirely:
- Inconsistent or missing field entries
- Sporadic login activity
- Disparate use across departments
You’re not getting ROI from your Salesforce professional services. AwsQuality’s Salesforce Consulting Services in the UK, USA, and India ensure seamless onboarding, user training, and intuitive layouts.
3. ⚠️ Broken Automations & Errors
Are workflows throwing errors? Leads vanishing? Tasks not triggering? These bugs frustrate users and disrupt business. Our team audits your flows, Apex code, and Process Builder rules to eliminate failures and streamline logic using industry tools like Checkmarx Apex Scanner.
4. 🧹 Poor Data Quality
- Duplicate records
- Incomplete customer profiles
- Outdated values
This kills decision-making accuracy and derails AI-powered tools. We use de-duplication and enrichment tools to clean, structure, and validate data across your Salesforce org.
5. 🔒 Security & Compliance Gaps
Do you know who can access sensitive data? If not:
- Permissions may be outdated
- Regulatory compliance is at risk
- Potential data breaches loom
Leveraging the native Health Check tool we examine your org’s setup against Salesforce Baseline Standards, correct deficiencies and ensure compliance with GDPR, HIPAA and local rules.
What Is a Salesforce Health Check Assessment?
A Salesforce Health Check Assessment looks over:
- CRM security
- Data integrity
- Workflow health
- Code quality
- User engagement
- Integration stability
It’s not just a tech process — it’s a business growth strategy. Through the help of AwsQuality companies in London, Germany and Dubai unlock smarter insights which decrease cost, boost sales performance and are ready to scale.
How to Perform a Salesforce Health Check (In 5 Easy Steps)
🔐 1. Security Review
- Use the Salesforce Health Check Tool
- Review password policies, session settings, and permission sets
- Click “Fix Risks” for instant corrections
📊 2. System Performance & Usage
- Review page load speed, login history, and API usage
- Run the Salesforce Optimizer to identify bottlenecks
- Remove unused layouts and custom objects
🧹 3. Data Quality Assessment
- Use Duplicate Check or Data.com
- Normalize formats and implement validation rules
- Remove outdated, orphaned, or irrelevant entriesworkflows
👥 4. User Activity & Adoption
- Monitor user login patterns
- Identify inactive users
- Conduct user interviews for feedback
⚙️ 5. Configuration Audit
- Review , custom objects, and Apex triggers
- Use PMD Tool or Checkmarx Apex Scanner
- Identify technical debt and performance hogs
🔗 6. Integration Monitoring
- List all third-party apps
- Track API call limits and error logs
- Ensure all apps are secure and supported
📂 7. Backup & Recovery
- Confirm automated backups
- Test disaster recovery protocols
📄 8. Documentation & Governance
- Update process flows, schema diagrams
- Review release processes and sandbox strategies
Best Tools to Perform Salesforce Health Check
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Salesforce Health Check Tool – Security risk scan Not sure if you’re getting value out of your Salesforce investment?
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Salesforce Optimizer – Performance insights
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Apex PMD – Apex code review tool – Even Integrate with Jenkins!
- Checkmarx Apex Code Scanner – Security-focused code analyzer
- Salesforce Accelerator – Expert-led diagnostic workshops
- Manual Org Review – AwsQuality’s specialty for deep-dive CRM evaluations
Why Choose AwsQuality for Salesforce Health Checks?
🌟 Trusted by Global Clients: AwsQuality is recognized on platforms like Clutch (Clutch Profile), TrustPilot and Crunchbase for delivering enterprise-grade Salesforce consulting.
🤝 Certified Salesforce Consulting Partner: Our team includes certified experts in Salesforce Lightning, CPQ, Sales, and Service Clouds.
🚀 Free Audit Offer: We provide a no-cost Salesforce Health Check, including a CPQ module review, with actionable recommendations.
💰 Cost-effective Delivery: Based in India with global service capabilities across the UK, Germany, and USA.
Client Testimonials & Ratings
- ⭐⭐⭐⭐⭐ Rated 4.9 on Clutch: “AwsQuality took over our broken Salesforce system and turned it into a lead-generating machine.”
- ⭐⭐⭐⭐⭐ Verified TrustPilot Review: “They fixed our data quality issues and improved adoption within a month.”
- Featured in Crunchbase for innovation and delivery in Salesforce Cloud solutions.
Final Thought’s
But it’s not a “set-it-and-forget-it” system—it’s an evolving, living platform. Without regular check-ups, performance suffers, users disengage, and risks pile up. A Salesforce Health Check isn’t just technical housekeeping—it’s about ensuring your CRM aligns with your business strategy.
With proven frameworks and real-time diagnostic tools, AwsQuality, a top-rated Salesforce Consulting Company, delivers audits that go beyond surface-level metrics. Our process uncovers root causes, fixes blind spots, and optimizes your org for better efficiency, security, and adoption. Whether you’re in London, Berlin, New York, or Dubai, our team brings global expertise and localized service.
And remember—our free Salesforce Audit comes with CPQ analysis, actionable fixes, and zero obligation. Just value.
📢 Want to turn your CRM into a growth engine? Contact Us to book your Salesforce Health Check: Email: info@awsquality.com or sales@awsquality.com
Explore more: www.awsquality.com
🔍 Salesforce Health Check 2025: Start with These 5 Fast FAQs
❓ Q1: What is a Salesforce Health Check?
A structured review of your Salesforce org to uncover performance, data, automation and security issues.
❓ Q2: How regularly should a health check be done?
At least once a year—or quarterly if your org is complex, large, or rapidly growing.
❓ Q3: Who should run a Salesforce Health Check?
Certified Salesforce consultants like AwsQuality who understand technical, functional and business perspectives.
❓ Q4: What’s included in a good health check?
Review of workflows, Apex code, integrations, security settings, user adoption, data quality, and system performance.
❓ Q5: Is there a free health check option?
Yes. AwsQuality offers a FREE Salesforce Health Check with CPQ—no strings attached.
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