Salesforce Health Check Services

Get Your Salesforce Org Back on Track with AI-Driven Health Check Solutions.

Your Salesforce CRM should make work easier, not slow your team. With our Salesforce Health Check Services, you’ll uncover hidden issues, cut down technical debt, and get your Salesforce ecosystem performing at its best.

As the #1 AI CRM, Salesforce is powerful—but only if properly set up and maintained. A Salesforce Health Check helps identify risks early, optimise your system, and ensure it supports your business goals.

Ready for a Cleaner, Faster Salesforce Org?

Years of Delivery Experience
10
Appexchange Rating
4.9 /5
Salesforce Certifications
500 +
Projects Delivered
450 +

Why Do You Need a Salesforce Health Check?

As your business grows, your Salesforce org—but not always in a structured way. Over time, this can create problems like:

This is where Salesforce Health Checkups prove their value. They allow you to assess, diagnose, and refresh your CRM so it keeps up with your operational needs. Whether you’re scaling, tackling adoption challenges, or battling performance slowdowns, a Salesforce Org Health Check ensures your system stays fit for purpose.

Key Challenges We Help You Eliminate with a Salesforce Health Check

Our AI-Enhanced 3-Step Salesforce Health Check Process

Salesforce generates a large amount of data every day, and without regular checks, problems can easily slip through. With our Salesforce Health Check Services, you gain a clear picture of where your system stands, how it’s being used, and what changes will keep it running at its best. This process helps you uncover issues early, improve adoption, and avoid unexpected breakdowns.

1. Initial System Exploration: Understanding the Landscape

We begin with a thorough review of your Salesforce org. This step gives you a clear baseline of how your system is currently working, highlighting both strengths and problem areas. We look at:

  • Business use cases, objects, and integrations
  • User roles, permissions, and adoption challenges
  • Existing automation, workflows, and setup concerns

This early review forms the foundation for a detailed Salesforce Org Health Check, making it easier to spot what needs fixing.

2. In-Depth Diagnosis: Identifying Core Problems and Gaps

Next comes a complete Salesforce implementation audit, tailored to your business. This stage digs deep into the technical and functional setup to find risks and inefficiencies. It covers:

  • Reviewing metadata, codebase, custom fields, and objects
  • Checking system performance and workflow design
  • Evaluating security rules, login history, and sharing settings
  • Analysing recent changes and upgrades that may affect stability

This is the most detailed step of the process and the backbone of our Salesforce Health Check consultancy approach. It ensures no critical issue is left unexamined.

3. Personalised Prescriptions: Roadmap to a Healthier Org

Once the analysis is complete, you’ll receive a customised Health Check Report that includes:

  • An easy-to-understand Org Health Score
  • A prioritised list of issues with risk levels
  • Practical recommendations for fixes and improvements
  • A clear roadmap for optimisation in phases

Our consultants don’t just hand over a report—they guide you through each step, ensuring the Salesforce Technical Health Check outcomes lead to real improvements. If you need ongoing support, we’re there to assist with implementation.

Why-Choose-TechForce-Services

Why TechForce Services?

10+ Years of Salesforce Experience

Certified Salesforce Partner

We’re a Certified Salesforce Summit Partner with the expertise to deliver reliable Salesforce Health Checkups and long-term improvements.

End-to-End Salesforce System Analysis

From the first scan to final optimisation, our Salesforce system analysis covers reports, automation, security, data, and adoption, ensuring every part of your org is reviewed.

Security-First Health Check Approach

Every Salesforce Org Health Check is carried out with security and compliance as top priorities, so you can trust that your data remains safe.

Customised Health Check Plans

Our Salesforce Health Check Services are adapted to your goals and current challenges, whether it’s poor adoption, slow performance, or post-release issues.

Business-Focused Results

We focus on outcomes that matter to you—better speed, smoother automation, cleaner reporting, and long-term efficiency through Salesforce optimisation services.

Transparent, Client-Centric Delivery

At TechForce, we see ourselves as your Salesforce Health check consultancy partner. We provide clear updates, open communication, and ongoing support so you’re never left in the dark.

What Customer Say

Frequently Asked Questions

They are expert reviews of your Salesforce org that evaluate setup, security, and performance. A Health Check helps uncover hidden issues and ensures your CRM analytics runs smoothly.

If reports are unreliable, users aren’t adopting, the system feels slow, or errors keep coming up, a Salesforce Health Checkup can highlight and fix the root problems.

The review covers reports, workflows, code, security, system speed, and data quality, giving you a full picture of how well your Salesforce org is performing.

An implementation audit looks back at how Salesforce was set up, while a Health Check focuses on your current system and provides practical fixes for improvement.

Most Health Checks take between 1 and 3 weeks, depending on the size and complexity of your Salesforce environment.