For instance: Your sales team is on the hook closing a major sale. The client is signing but requires purchase history and history of all the past interactions right before making decision. And your rep logs into Salesforce, hunts data… waits. And waits. The page loads painfully slow Reports stop working the system slow
The client grows annoyed. They begin to wonder about the incompetence of your brand. The fit is not there.
Sounds terrifying?
Let this act as your thought experiment over the entire organization.
Salesforce is not a fast or efficient system. It is an unseen killer, of productivity, customer trust and money. Each delay is a second that means lost opportunities. For every duplicative process you add on even slightly. Every hole in security will be a wiretap waiting to happen.
But even then, most businesses are blissfully unaware of the issue. They think their Salesforce is running fine till it is no longer.
It is the truth that you are dealing with a system that runs due to mere inefficiencies, dead code generated automation; and security risks simply sitting in your Salesforce.
But don’t worry. This is your wake-up call. Next you will discover that an Advanced Salesforce health check can help find the bad rotten parts out of your Salesforce before It even becomes a legal nightmare.
Performance and ROI of Salesforce
Why Poor Salesforce Performance is a ticking time bomb
Salesforce being a slow, unused and not properly optimized system is not only going to frustrate everyone it will cost some money that yourself may not even realize:
- Wasted Time: Imagine the time employees spend waiting for reports to load and workflow delays.
- Poor User Adoption: If Salesforce turns sour, your team will stop using it for selfish reasons and squander the money you spent.
- Unreliable Data: Double records, stalwart contacts and brittle automation lead to decisions made in the fog.
- Security threats: Misconfigured permissions hounds or vulnerable integrations leave your whole business open to attack.
Key Indicators that are costing you money on Salesforce
- Slow Page Loads: Pages that take more than 3 seconds to load and your team is already pissed.
- High in API Usage Alert: you use API so much that you exceed the limits? Your integrations are suboptimal.
- Automation Failing or Taking too long: If workflows or Process Builders are taking too long, they may be jamming your system.
- Salesforce usage or users complaining / avoid Salesforce: If your team loves to excel over salesforce then yes.
Now that you know the risks, let’s dig into the solution: An advanced Salesforce Health Check.
Salesforce Health Check Explained
- Salesforce offers a Health Check tool to assess security configurations. It provides you with the Health Score that shows us if our org is conforming to the best practices for security from Salesforce.
- This tool is very helpful to see security facets but overlooks performance, automation Leakes or poor data quality and broken integrations (all of this can be eating thousands of dollars from your pockets without you even noticing).
- Therefore, businesses should take it upon themselves to move beyond the basics and perform an Advanced Salesforce Health Check to give your CRM all it can.
Why Standard Health Check?
Security Compliance is all a Health Check could ever tell you. It does not tell:
- Why you must wait ages for your reports to load
- Auto’s that are making your slow performance
- Where are your integrations failing
- How much of the dead weight in your system is stagnant or duplicate data
Advanced Salesforce Health Check looks at the inefficiencies in bulk those silently eviscerating your system performance.
Best practices checklist for a more advanced Salesforce health check
1. System Performance Evaluation
Your Salesforce isn’t that bad on the eyes, but it might be full house of:
- SOQL Queries are Slow: Resource-intensive database calls that have a long execution time.
- Wealth of Page Layouts: Too many fields and components that interfere user experience.
- Apex Code: Poorly written apex code eating lot of CPU time
2. Quality and Management of Data
When the data is bad, the decisions that follow are bad.
- Ambush creation: Clouds, corrupts reports a terrible customer experience.
- Incorrect/Outdated/Incomplete Data: Your sales team is kicking around the wrong data.
- No Data Governance: No clear policies for data validation and cleansing
3. Relevance of security and access control
In bad hands, a weak security setup can be a hacker’s stair ladder.
Too many admin Privileges: too many admins mean increased risk in human errors, or insider threats.
- Permission sets: User may have more Permissions than they should
- No Audit Logs: How will you know there were any unauthorized changes?
4. Improvement in Customizations and Integration
You get power in Salesforce by making your Salesforce custom, but overextend you lose some power.
- Visualforce & Lightning Components: Are they performant?
- Third Party Integrations: The API overload you neglected.
- Unused Custom Objects: Are there legacy objects still in your system?
5. Workflow and Automation analyze
Automation is amazing. but if it is breaking your system!
- Bad Process Builders & Flows: Are they sending multiple updates at the same time?
- Duplicate Automations: Is there one workflow running more than one?
- Custom Apex Triggers: Maybe a Process Builder could serve the same purpose and do more.
6. The User Adoption and Experience
They won’t use Salesforce if it drives them nuts
- Seems like a complex UI: too many fields and buttons to overwhelm users?
- Training Gaps: So, when employees really do or don’t know how to work efficiently within Salesforce
- Use Case Metrics: Who is actually using Salesforce along-widely and how many avoid it.
Advanced Salesforce Health Check How to Perform
Step 1: Execute Salesforce Optimizer
This native instrument gives you knowledge of the performance of your system. Use it to identify:
- Reports and Dashboards that you never use
- Overrun page layouts
- Automation Bottlenecks
Step 2: Security Audit
- Search for too many admin rights, weird logins, and permission set structures to weak.
Step 3: Investigate Data Advisability
- Run duplicate reports and validation rule checks to clean up your database.
Step 4: Workflow and Automation
- Spot tests your automation features and makes redundant processes sleeker.
Step 5: Analyze the APIs and Integration Capabilities
- Ensure third-party integrations are properly tuned and not hitting the max API.
Step 6: Enabling Performance Monitoring Dashboards
- Build real-time dashboards to measure some off the box Salesforce performance metrics.
A Great ROI an Advanced “Salesforce Health Check”
Optimized Salesforce is not just your first time saving a buck. It makes you money.
- Faster Performance: More Productivity
- Removed Data: Smarter Decision Making
- Enhanced Security: Reduced risk of Data Breaches
- Optimized Automation: Less Operational Costs
Conclusion – So Fix It Now or Face the Results Later
By this point if you did get that far, you realize how much your Salesforce can be detrimental productivity and revenue.
The time you lose while page loads are slow, think about it. The inefficient workflow is costing you performance. Each and every duplicate record leads the way for bad decisions. And every security hole is a disaster.
Fixing these things will not go away all by itself of course. And the longer you leave it the bigger the snowballs are turning into lost sales, disgruntled employees, unhappy customers and surmounting operational costs.
Now, the good news is you can get it fixed before it’s too late.
Yes, a true Advanced Salesforce Health Check is not just for system housekeeping: it’s about reclaiming your Home. It’s to make sure your business runs faster, works better and can exceed every expectation.
So, what is your next move?
You can let waste eat away at your margins or just act on it now-and audit the system, optimize the performance and get your ROI.
Your choice but remember each day you wait is a day of lost opportunity.
