Free Salesforce Health Check - Elite Admin Service

A quick self-check for anyone who looks after Salesforce at your company. Use it to find out whether Salesforce is helping your team or slowing it down.

How to use this: Go through each section and tick every statement that is true for your team today. Be honest. A box you cannot tick is not a failure, it is a spot to look at first. It takes about 15 minutes.

1. Users and access

Every login is a door into your customer data.

Everyone with a login still works at your company. People only see and change what their job needs. Only a few people can change how Salesforce is set up, and you know who they are. When someone leaves, their login is turned off right away. You have a clear way for people to ask for access.

2. Data quality

Bad data makes every report wrong.

Duplicate contacts and accounts are checked on a regular basis. Key fields (like email, phone and owner) are filled in on most records. People enter things the same way, for example with pick lists instead of free text. Old records that are no longer needed are cleaned up or archived. You can trust the numbers when you pull a sales or service report.

3. Automation

Automation saves time, but old and overlapping automation causes strange errors.

You know what automation is running and what each piece does. Nothing automatic has failed or sent errors in the past month. Automation that no longer matches how you work has been turned off. Changes to automation are tried in a practice copy (called a sandbox) first.

4. Reports and dashboards

If nobody looks at it, it is clutter.

Your leaders use the main dashboards every week. Unused or duplicate reports have been removed. Reports are in folders that make sense and are shared with the right people. Everyone agrees on what the key numbers mean, such as “closed deal.”

5. Setup and clutter

Years of small additions can make Salesforce confusing for everyone.

Fields nobody uses have been reviewed. Screens show people what they need and hide what they do not. Names of fields, reports and automation are clear. Add-on apps you no longer use have been removed.

6. Ownership and safety

Salesforce needs an owner, even a part-time one.

One person is clearly in charge of Salesforce. Requests from staff go to one place and get prioritized. There is a written record of changes made. Someone else can cover if your admin is out. You have a plan for getting data back if something goes wrong.

How to read your results

Most boxes ticked in a section: that area is in good shape. Keep doing what you are doing.
About half ticked: you have gaps that will cause trouble over time. Pick one or two to fix this month.
Few ticked: start here. This is where problems and surprises tend to come from.

New to Salesforce? Our key terms list explains the words used here in plain English. We support Sales Cloud, Service Cloud and Financial Services Cloud.

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