Cyntexa Logo
Document
Salesforce Health Check

Driving Innovations for your Success


Optimize and Manage your SF Org with

Salesforce Health Check Services

Salesforce Health Check Services

Salesforce Health Check is a tool which checks the entire security health of your organization which allows users to recognize the vulnerabilities that may exist and observe the efficiency of the settings of security either against a custom baseline or the Salesforce standard. Through the free Salesforce health check services of Cyntexa, you would scan the security settings of your business, and if any security risk appears, you will be notified on the basis of how much the risk affects the well-being or performance of your organization.

Furthermore, health check assists in analyzing the implementations made and whether they would ensure the efficient working of the organization while assisting business growth. From these health check services, you will receive a score based on the overall health of your systems.

What Cyntexa Offers in Salesforce Health Check?

The importance of Salesforce Health Check arises from the fact that even though you have already implemented Salesforce to keep your customers happy, one act does not bring the best out of a tool. In the market, Salesforce is one of the most secure platforms, however, there are a few more settings to be made to configure and maintain it. Cyntexa helps in maintaining your Salesforce with these services-

  • Data Models Review
  • Scope of Customization
  • Automation Processes
  • Scalability
  • Performance Review for 3rd party-apps
  • Reports & Dashboards
  • Best Practices Implementation
  • Salesforce Data
  • Salesforce Processes

How Cyntexa helps you with Salesforce Health Check?

Understanding Phase

Understanding Phase


STEP 1

Cyntexa meets the different stakeholders and clients to understand their businesses and expectations, has discussions with salesforce professionals to comprehend the implementation process, and then understands the usage of Salesforce from the customers. This phase is meant for getting an idea and comprehension of the processes used for the businesses and the customer requirements from the platform.

Planning

Planning


STEP 2

Cyntexa understands the mission and vision of the businesses, along with the goal attached to Salesforce Health Check. With the comprehension of the three parameters, Cyntexa is able to create a plan of action which would move towards improving the use of benefits of Salesforce for businesses. Furthermore, the planning phase is the stage where clear actions related to health checks are put down.

Analysis

Analysis


STEP 3

Cyntexa invests its time in observing the tiny details which would impact the health check of Salesforce Org. This analysis is a crucial stage since it assists with focusing on the details that could make a huge difference at the end of the process.

Result and Optimization

Result and Optimization


STEP 4

Cyntexa gets the results of the process of Salesforce Health Check. This phase also includes going through what can be improved further, and what requires frequent updation. Based on the outcome, some recommendations for the businesses are prepared that are followed through to get the best out of the platform of Salesforce.

Get Free Salesforce Org Health Check

The gateway to your success is just a call away.

TALK TO A CONSULTANT

Why Salesforce Health Check?

Poor Adoption

Poor Adoption

Salesforce Health Check is required when the business has not been able to adapt to the platform of Salesforce. This also negatively affects the productivity of the business. At this point, health check would configure for adoption and increase productivity in the entirety of the organization.

Reports Inaccuracy

Reports Inaccuracy

When reports start coming inaccurate, it insinuates that Salesforce may need a health check. These inaccuracies in reports can be fixed and any bad extensions or loose ends can be plugged with health check. This sanitizes the platform and any enhancements that may have been faulty.

Outgrown SF functionalities

Outgrown SF functionalities

Many functionalities of Salesforce may be outgrown with time, and these functionalities can prove useful for organizations. For several businesses in industries, these outgrown functionalities may be what they may need to strengthen their operations and move forward towards higher business growth.

Security

Security

Sometimes organizations can face a lot of difficulty with their securities and it forms one of the biggest challenges and the fact that it can affect businesses in disastrous ways. At this point, Salesforce Health Check is necessary to make sure that there are no security issues which would hamper the business and its operations.

Processes no longer in need

Processes no longer in need

In an organization, over time there come some processes which become obsolete and are no longer in need. During these times, health check can ascertain which processes are no longer needed, and if some are not needed, then which process can replace it with updation.

Unnecessary / overconsumption of resources

Unnecessary / overconsumption of resources

Salesforce Health Check also helps with recognizing any overconsumption or unnecessary resources. Health check makes sure that the resources are not depleted due to overconsumption, or there are not excess expenditure due to the unnecessary resources.

Messy SF Org

Messy SF Org

Within an organization, it may happen that some aspects and functionalities may have been created which do not contribute to the business, and are unuseful to the organization both in the short and long term. Moreover, these useful functionalities and objects may increase the complexity of operations, during which, having a Salesforce health check makes the difference in recognizing wasteful resources.

Org Performance Issues

Org Performance Issues

A Salesforce not configured to its full capacity affects the performance of the operations of organizations and creates issues with the performance and productivity of the teams. Health check services have the capability of curbing the various performance issues that may exist with Salesforce or the teams. In simple words, health check performs its service by evaluating whether there may be any issues existing with the systems that may also be affecting the teams of a business, and give way to maintaining Salesforce to ensure overall effectiveness in the entire organization.

Is your Salesforce Org Surviving or Thriving?

Find out with our Free Salesforce Health Check Service.

Is your Salesforce Org
Surviving or Thriving?

Find out with our
Free Salesforce Health Check Service.

Salesforce Products Cyntexa cater with Salesforce Health Check

salesforce platform developer

Salesforce Marketing Cloud

Salesforce Commerce Cloud

Salesforce Commerce Cloud

Salesforce Service Cloud

Salesforce Service Cloud

Salesforce Sales Cloud

Salesforce Sales Cloud

Salesforce Community Cloud

Salesforce Community Cloud

Mulesoft

Mulesoft

Salesforce Pardot

Salesforce Pardot

Salesforce Pardot

Salesforce Einstein

Salesforce Vlocity

Salesforce Vlocity

Our Portfolio

Our Valued Clients

We are trusted by some exceptional brands as well as SMEs in different industries only because we believe in providing real value to them and ease their complex business processes with our simple Salesforce Solutions.

Client Tregenx Logo
table needs
Macro Logo
Places for less
Modigie Logo
Change Logo
The Khronos Group Logo
MetricStream Logo
Funnel Gauge Logo
Pixely Logo
Candere Kalyan Logo
Biodeck Logo
Asthetic Medical Logo
Match Book Logo
SL Logo
Brainstrom Technology
DSG Logo
Evco Logo
CIS Global Logo
Content Security
Learning Solution
Client CIS Global
Client Globe Car
Client Stroke Blue Logo
Client Uniled Logo

Warning: include(testimonialservices.php): Failed to open stream: No such file or directory in /home/cyntexalabs/public_html/wp-content/themes/twentytwentythree/salesforcehealthcheck.php on line 1027

Warning: include(): Failed opening 'testimonialservices.php' for inclusion (include_path='.:/opt/cpanel/ea-php81/root/usr/share/pear') in /home/cyntexalabs/public_html/wp-content/themes/twentytwentythree/salesforcehealthcheck.php on line 1027

Frequently
Asked Questions


Salesforce Health Check is needed to ensure that businesses get the maximum out of their investment of CRM in Salesforce. Furthermore, Health Checks of Salesforce make sure that everything is working perfectly without any errors. If Salesforce Health Check is done periodically then it increases the productivity of the team along with system efficiency.


Salesforce Health Check is a dashboard which allows businesses to see the alignation of their operations with the security settings as recommended by Salesforce. The Health Check is presented on a basis of scores, and if your business gets a score of 100 then it has maximum security with setting configurations.


The health check score is calculated on the basis of a formula; when the standards of the businesses comply with the required settings of Saleseforce then the score increases. There exists four categories of risk - high, medium, low, and informational. On these risk basis, the health check score is formulated, and it lets businesses know whether there system has a high risk and depending on the score appropriate actions can be taken.

Get In Touch

And our expert support team will answer within 24 hours.

Bridge Icon
SAN FRANCISCO

584 Castro St #2120
San Francisco CA
94114-2512

Taj Icon Icon
INDIA

15, Scheme No. 8
Maharani Farm, Durgapura Jaipur 302018

OR drop us a line [email protected] For Career Related Inquiries:
Line Icon