Over time, Salesforce environments accumulate changes that nobody has fully mapped. Integrations, automations, and packages get added, modified, or abandoned, and the system becomes harder to manage, slower to use, and more difficult to support.
A Salesforce Health Check uses Salesforce’s own Tooling and Metadata APIs to analyze your environment’s automation, code, configuration, and usage patterns, then turns that into a prioritized view of your performance, security, and maintainability risks.
Where Risk Hides in YourSalesforce
Complexity builds quietly, and by the time it causes a visible problem, the fix is bigger than it needed to be. Common risk areas we bring into focus:
- Apex triggers and flows that are overly complex or conflicting
- Misaligned security settings, user access, and role assignments
- AppExchange packages that are unused or poorly configured
- Low field usage cluttering layouts and data quality
- Apex test coverage that’s failed or missing
Not every finding needs the same urgency. We help you separate what needs
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How We Run the Health Check
We pull directly from your Salesforce environment’s Tooling and Metadata API data, so findings reflect what your system is actually doing, not what the documentation assumes.
Results are ranked by severity and paired with a clear recommendation, not just a list of problems. Our consultants know the difference between a real risk and a cosmetic one.
Seven Areas. One Clear Picture.
A Health Check runs across seven core areas, each designed to surface a different piece of risk in your Salesforce environment.
Field Usage Reporter
Identifies optimization opportunities to streamline layouts, improve load times, and strengthen data quality across your environment.
Apex Trigger and Flow Analysis
Analyzes Apex triggers and flows to identify overly complex or risky automation, enabling targeted optimization that improves reliability for users and integrations.
Security Compliance Scan
Evaluates your Salesforce security configuration across 35+ settings to identify risks and non-compliant areas. Results are prioritized by severity and paired with recommended best practices to help protect sensitive business and customer data.
Installed Package Browser
Provides visibility into all installed AppExchange packages so teams can assess what’s actively used and what’s not. Identifying unused or poorly configured packages helps reduce performance issues and improve the overall user experience.
Static Apex Code Analysis
Analyzes Apex code to identify complexity, security concerns, and maintainability risks. Findings are prioritized by severity, helping teams reduce errors and improve code quality without manual review.
Apex Test Results
Executes Apex unit tests to assess code coverage and identify failed tests that could lead to production issues. This helps teams pinpoint risk areas early and address defects before they impact system stability.
User and Role Overview
Provides visibility into user activity, access levels, and role assignments across your Salesforce environment. This helps identify misaligned access, reduce security risk, and ensure users have the permissions they need to work effectively.
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Wherever you are – building, growing, or protecting what you’ve built – you need a team that gets it. Let’s start today.