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Complete Salesforce Org Health Cheatsheet

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Your Salesforce org isn’t broken. So why fix it?

That’s the age-old question (minus the Salesforce part) that can sometimes prevent us from meeting our full potential. Your Salesforce org may not be broken, but is it optimized for maximum productivity to allow you to meet your full potential?

Based on the five pillars of Salesforce Org Health Management, here’s a checklist of to-do’s that will help you operate your Salesforce org at optimal speed:

Org Maintenance

  • Establish rigorous maintenance schedule
  • Create utilization reports and field tracking reports
  • Perform system audits and run tests
  • Review dependencies
  • Backup data and metadata for sandboxes
  • Build data quality dashboards
  • Manage and archive documents
  • Update delegation and escalation paths
  • Archive field history tables
  • Archive error and audit logs
  • Manage custom settings
  • Manage community users
  • Review release notes and activate features
  • Identify process and app enhancements

Configuration

  • Manage Roles and Profiles
  • Update page layouts and record types
  • Enable Lightning Process Builder
  • Review Escalation rules and Approval processes
  • Set up communication processes
  • Manage Account/Opportunity/Case teams
  • Create and maintain Reports and Dashboards
  • Update custom report types
  • Schedule reports and dashboards
  • Install AppExchange managed packages

Development

  • Maintain and update Visualforce pages
  • Manage internal and external integrations
  • Create and manage documentation
  • Perform audits
  • Maintain and update Apex code
  • Manage release cycles

Data Integrity

  • Identify and resolve duplicate records
  • Standardize data types
  • Correct inaccurate data
  • Perform data quality checks and review audit trail
  • Enhance data integrity through declarative configuration
  • Document login access policies
  • Update currency, product and pricing data
  • Find areas to enhance the data
  • Manage external data sources and system of record

Governance

  • Establish Center of Excellence
  • Perform reviews, testing, and deployments
  • Evaluate enhancement requests and bug fixes
  • Gather and document requirements
  • Identify opportunities for process improvement
  • Assess impact of new requirements
  • Collaborate with stakeholders on enhancements
  • Train and support users

This list will help you determine how healthy (or optimized) your Salesforce actually is. But, if you’re still unsure, contact us for a free consultation

Monica Nakamine

Author

Monica Nakamine