Top Tools For Salesforce Org Health Check You Must Know

It is vital to evaluate your Salesforce implementation frequently, just as it is essential to have effective health inspections for human beings. Maintaining the good health of your Salesforce organization is essential for ensuring the stability of your business operations and staying up to date with the industry norms as well as regulations.

It is recommended that you utilize the Salesforce Security Health Check tools to confirm that your Salesforce Org. is in good health. With the help of this write-up, we will guide you on the effective health check for your Salesforce org.

What is a Salesforce Health Check?

The Salesforce Health Check is a built-in feature that helps evaluate the security and overall readiness of your Salesforce organization. It identifies security settings that are not enabled and shows how closely your org aligns with Salesforce’s recommended security standards.

Whenever custom applications are developed or deployed, they impact the organization’s security posture. Since custom code runs based on existing org-level security configurations, even small gaps can introduce risk. The Health Check helps administrators quickly understand where the org stands in terms of security and performance.

Although Salesforce is a highly secure platform, certain configurations still require manual updates to prevent data exposure and compliance risks. As organizations grow and processes become more complex, the Salesforce Health Check ensures security remains aligned with business changes, customization efforts, and evolving operational needs.

What is the Security Security Baseline?

When you run the tool, you will receive a summary score that will show you how your Salesforce security features compare to a specified security benchmark. Exactly as its name indicates, a security baseline is the norm against which your Salesforce instance should be measured to be considered healthy. The program enables users to share up to 5 Custom Baselines or just 1 Baseline Standard to use the information to evaluate the complete health of your Salesforce organization.

By your choice of baseline, you will be provided with suggested values for a variety of hazards that are likely to represent harm to your system. High Risk, Medium Risk, Low Risk, & Informational Security Settings are represented by the values in this table. Your health score can decline if you opt to make your settings less restrictive when compared to the baseline you have selected.

4 Tools to Check Salesforce Org Health

Here are the top Salesforce Org health check tools that you must know about; you can pick any of the tools as per your requirement and run a health check.

1. Salesforce Health Checker Tool

It provides you with the ability to assess the vulnerabilities associated with the Salesforce org from a single page. It is both cost-effective and time-efficient, yielding speedy results. It also contains a full report on the many challenges that were encountered. Salesforce’s baseline standard allows you to quickly and simply create medium to high-risk settings with only a few clicks. Aside from that, it allows you to generate an overall health check score as well as compare it to a standard baseline. It is possible to upload custom baselines if a circumstance arises in which it is necessary to differ from the Salesforce baseline standard; however, there are limits of only five values per baseline.

2. Apex PMD Tool

PMD is an acronym that stands for Programming Mistake Detector. It is a well-known source code diagnostic for Java as well as many other programming languages. It is also compatible with Apex. It is a static source code analyzer that is free and open-source, and it reports on errors that are discovered in application code. It identifies typical programming errors such as unused variables and empty catch blocks, among others. It will help us to improve the overall quality of our Apex code while avoiding maintenance, efficiency, and bug issues in the future.

3. Checkmarx Apex Code Scanner

Checkmark Apex Code Scanner is a Salesforce-powered tool that scans Apex Codes for errors. It performs a security check on your Salesforce instance and generates a full report on threats based on the quality and security of your source code. It finds and analyses every flaw in your apex code and determines whether or not it adheres to Salesforce’s recommended best practices. This is one of the most effective methods for providing exact information on the security of your code. All you have to do is log in to the portal, key in the username and password for your Salesforce instance, and then select the sort of scan you want. While scanning using the Checkmarx Apex Code Scanner, you could select either the Security Profile the Quality Profile, or both. You will be provided a report detailing the issues that were discovered as well as suggestions for how to resolve them successfully once your code has been submitted. If you need any assistance, you can leverage the expertise of Cyntexa’s developers expert in Salesforce Apex.

4. Salesforce Accelerator

Salesforce Accelerator is a fantastic technology that, although it is not widely known, may assist you in getting your Salesforce org fully up and running quickly. The majority of the time, this tool is accessible on demand. It enables users who are experiencing technical difficulties with their Salesforce instance to receive personalized technical assistance on demand. This professional guide will then assist you in identifying and resolving any Salesforce org issues that you may be experiencing. As a result of employing a Salesforce Accelerator to do a health check, you will be provided with a list of concerns as well as advice on how to resolve them.

Organizations that are a member of a Salesforce Premier Success Plan are eligible to use the Salesforce Accelerator service. Requesting a Salesforce Accelerator through the Help and Training site will put you in contact with trained Salesforce experts who can assist you. They look through your existing issues for a set amount of time (usually 3-4 weeks) and then offer you a report detailing what is wrong plus how you may improve your outputs.

How can a Salesforce Managed Service Provider Help?

Conducting a Salesforce Health Check is often the first and most crucial step in developing a comprehensive managed services strategy. This initial assessment establishes a foundation for ensuring the smooth operation of your organization by identifying potential vulnerabilities and areas for improvement. However, managing this process can be overwhelming. This is where experienced and reputable Salesforce managed service providers (MSPs) comes in, offering a reliable solution.

MSPs will analyze the insights gathered during the health check to identify trends, potential threats, and performance issues. By processing this data with the assistance of some of the key tools, they can provide informed recommendations for immediate fixes and long-term enhancements. In addition, the MSPs also offer a detailed interpretation of the results. Since health checks are a foundational element of managed services, thus, one can ensure that their Salesforce environment is optimized for success with these services.

Conclusion

Salesforce Health Check is a suite of tools that allows you to run a reality check about where your Salesforce org presently stands in terms of capability and security. Salesforce Security Centre is indeed an add-on solution that allows you to execute health checks across all of your Salesforce organizations if you have a Salesforce setup with many organizations. It gives administrators more in-depth information while also saving them time.

Additionally, you have the option of doing a manual audit of the Salesforce org. However, there has to be a technique to accomplish this rather than a haphazard approach to identifying problems. It gives you the ability to produce reports based on certain criteria. However, if you utilize the technologies mentioned above, it is recommended that you seek Salesforce CRM Consulting from a certified Company.

At Cyntexa, our experts will guide you with the proper implementation of health check procedures, so you do not overlook any parameter. If you want your business to thrive, then you need to take care of your Salesforce org with the help of experienced professionals. 

AUTHOR

Vishwajeet Srivastava

Salesforce Data Cloud, AI Products, ServiceNow, Product Engineering

Co-founder and CTO at Cyntexa also known as “VJ”. With 10+ years of experience and 22+ Salesforce certifications, he’s a seasoned expert in Salesforce Data Cloud & AI Products, Product Engineering, AWS, Google Cloud Platform, ServiceNow, and Managed Services. Known for blending strategic thinking with hands-on expertise, VJ is passionate about building scalable solutions that drive innovation, operational efficiency, and enterprise-wide transformation.