7 Reasons Why You Need a Health Check of Your Salesforce Environments

Chances are, you were drawn to Salesforce because of its incredible flexibility. The platform allows  for customization without writing any code and offers a wide variety of third-party apps,  providing endless configuration options for your Org. While this flexibility is fantastic, it can also make it challenging to ensure strong security controls across the board. With the multitude of custom applications, licenses, and unique features Salesforce provides, it becomes vital to conduct regular reviews of your security settings. In this blog post, we’ll explore seven compelling reasons why you definitely need a health check of your salesforce environments. We’ll delve into how a thorough health check can uncover potential issues, optimize performance, ensure data security, streamline customizations, drive user adoption, increase scalability, and keep you up-to-date with the latest Salesforce enhancements.

What Is A Salesforce Health Check?


Salesforce Health Check refers to an assessment or evaluation of a Salesforce implementation or instance to ensure its optimal performance, security, and alignment with best practices. It involves analyzing various aspects of the Salesforce environment to identify any potential issues, risks, or areas for improvement.

What Happens During A Salesforce Health Check?

During a Salesforce Org Health Check, our expert Salesforce consultants review various components of the Salesforce instance, including configuration settings, customizations, data quality, system integrations, security settings, and user adoption. The goal is to assess the overall health and effectiveness of the Salesforce system and provide recommendations for enhancements or remediation.

What Does The Health Check Report Reflect In Salesforce?

After the assessment, our clients receive a detailed report and presentation. This report highlights the findings, recommendations, and action items. These recommendations may suggest ways to improve system performance, enhance security settings (like multi-factor authentication), check compliances, optimize workflows to ensure scalability, and data cleanup procedures (by removing unused custom objects). The Salesforce Health Check helps organizations find areas for improvement, reduce risks, and make sure their Salesforce implementation follows best practices. This maximizes the return on investment (ROI) and improves business outcomes.

Here’s 7 Reasons Why You Actually Need A Salesforce Health Check 

1. Identify Performance Bottlenecks: 

As your Salesforce implementation evolves, performance issues can arise. These issues may cause slow response times, reduced productivity, and unhappy users. To address this, conduct a health check to analyze your Salesforce environments, find bottlenecks, and take proactive steps to improve performance. This could mean adjusting configurations, streamlining processes, or reevaluating integrations to enhance performance and user experience. A reliable Salesforce partner can assist you in understanding and improving your Salesforce investment.

2. Enhance Security And Data Integrity:

Data security is crucial for every organization, especially when it involves customer information. When you conduct a health check, you can assess the security measures in your Salesforce environments. It helps find possible weaknesses, reviews user permissions, checks security settings, and ensures compliance with data protection regulations. By fixing security gaps and improving data integrity, you can protect sensitive information and maintain customer trust.

3. Optimize Customizations And Configurations:

As your business needs change, you may have made various customizations and configurations in your Salesforce environments. But as time passes, these changes can add up and make the system complex and inefficient. To address this, conduct a health check to evaluate your customizations and configurations. It helps find opportunities to simplify and optimize your Salesforce setup. This might involve reviewing custom code, identifying redundant processes, and streamlining workflows. By doing so, you can improve efficiency and make maintenance easier.

4. Ensure Adoption And User Engagement:

Salesforce’s success depends on how well users adopt and engage with it. As a trusted Salesforce partner, our responsibility is to make you successful in your Salesforce adoption and solve your business challenges. Conducting a health check allows you to assess user satisfaction, understand their problems, and gather feedback. By addressing these issues, offering extra training, or making the system easier to use, you can improve user adoption, increase engagement, and get the most out of your Salesforce investment.

5. Plan for Scalability And Future Growth:

As your business grows, it’s crucial to make sure your Salesforce environments can handle the increased demands. Conducting a health check enables you to assess the scalability of your Salesforce implementation and find any possible limitations. By analyzing data storage, integration capabilities, and system architecture, you can plan ahead for future growth, make necessary improvements, and prevent performance problems as your business evolves. A trusted Salesforce implementation team can guide to ensure your Salesforce setup scales effectively and meets your business needs as it expands.

6. Streamline Integrations And Data Flows:

In many organizations, Salesforce is connected to different systems and platforms. When new integrations are added or existing ones are changed, the flow of data can become more complex. An org health assessment helps you evaluate these integrations, review data synchronization processes, and find any bottlenecks or data inconsistencies. By simplifying integrations and ensuring smooth data flow, you can enhance data accuracy, streamline business processes, and improve cross-platform functionality.

7. Stay Up-to-Date With Salesforce Enhancements:

Salesforce often releases updates, enhancements, and new features to improve its platform. Working with an experienced Salesforce partner, who stays up-to-date with all these product updates as being part of the Partner ecosystem, can help you quickly benefit from your Salesforce investments. Conducting a health check lets you evaluate how well your Salesforce environments are using these latest enhancements. By keeping your instance up-to-date, you can take full advantage of new features, increase productivity, and stay ahead of the competition.

If you’re seeking to optimize your Salesforce performance and unlock its full potential, look no further than a Salesforce health check with a trusted Salesforce partner. Don’t settle for average when you can achieve excellence. A health check assesses your system’s strengths and weaknesses, ensuring it aligns with your unique business needs. Uncover hidden opportunities for growth and efficiency as experts examine your setup and configurations. With active, real-time guidance from seasoned professionals, you can streamline processes and boost productivity. Invest in the success of your Salesforce implementation and propel your business forward with a comprehensive health check today. The benefits are clear: increased ROI, enhanced user experience, and a competitive edge in today’s ever-evolving market. Take the first step towards Salesforce excellence and partner with the best to unleash your business’s true potential. 

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Satch Patel, Executive Vice President, MD, UK & EMEA

Satch brings 25+yrs of enterprise global solution experience having contributed to the growth of some of the worlds largest marquee software and hardware giants in the industry from Oracle Corporation, Sun Microsystems, Cisco/EMC, to Apttus & Salesforce.
 
Satch has helped many blue chip organisations realise their vision to modernize their systems from the front office to back office revenue operations to meet the demands of today’s radically transforming and digitally-driven business models, having worked with the likes of Linklaters, CliffordChance, Barclays, RELX Group, Microfocus, Novartis, Siemens, PayPal, Vista Equity Group Companies, London Stock Exchange, TPICAP and Princes Trust.
 
With his leadership approach, experience and passion for helping companies drive transformative change, Satch has a deep expertise in many industries, technologies and best practices across the lead to revenue lifecycle and how driving such digital transformation(s) can improve business growth and increase operational efficiencies  as well as preparing businesses for M&A activities.

Brion Schweers, Board Observer

Brion Schweers is a Senior Vice President of Product Management at Salesforce, currently managing the Revenue Cloud Solution Excellence team. During the past 30 years, Brion has assisted enterprises around the world in transforming their business by focusing on their Product-to-Cash processes. Prior to joining Salesforce Brion was VP & GM, CPQ at Apttus, VP, Sales & Success at A5 Consulting, served on the OAUG ConfigSIG Board and spent 15 years at Oracle in various roles related to their CX and CPQ products. Brion is also the executive Sponsor of Vetforce – Carolinas and is actively involved in the Salesforce Military program where he mentors Veterans and their spouses with actionable, personalized career advice.

Joseph Truhe, Board Member

Joseph Truhe has over 20 years of investing experience. Prior to joining Jefferson Capital in 2013 Joseph was a Portfolio Manager with Whitney Bank in New Orleans, Louisiana, where he oversaw the company’s Trust accounts and served as the Energy sector analyst for the Hancock Horizon Funds. Prior to Whitney, Joseph worked as an analyst and member of the investment committee at HFR Asset Management, a multi-billion dollar hedge fund platform in Chicago, Illinois. There, Joseph reviewed and maintained investment discretion over the firm’s Event Driven and Asia-focused hedge fund allocations. He was also responsible for the expansion of the firm’s Asia-focused fund offerings.  Joseph holds a BA in Economics from Yale University.

Steve Swartzman, Board Member

Steve Swartzman is a Principal and co-founder of CPC. Previously, as a co-founder of C3 Capital, he helped originate and manage over 35 investments, including national brands such as American Apparel, Traeger Grills, and Grunt Style. Steve’s chief focus remains consumer brands and e-commerce enablement businesses, and he currently serves on the boards of Grunt Style, Accel Clinical Research, Spoke Custom Products, Warne Scope Mounts, and New World Natural Brands.

Prior to C3, Steve structured and managed subordinated debt investments at KC Venture Group, and he spent 7 years as a Vice President with Citibank in New York, managing client relationships for emerging markets clients and structuring over $1 billion in complex trade financings. He is a past President of the Midwest chapter of the Small Business Investment Alliance, and he serves on the board of the International Center for Music at Park University in Kansas City.

Steve received a MBA from Columbia Business School and an AB in History and Literature from Harvard College.

He resides in Kansas City, where he was raised, with his wife Evelina and two sons, Harrison and Zandy. When he’s not working, his favorite activities are fishing, golfing, and eating.

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Vice President Delivery

Tarun Sharma is Vice President Delivery at A5 and is responsible for customer success, project operations, recruitment, resource utilization, and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits, and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a Master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of day-to-day business operations. He is also actively involved in establishing a strategy and vision for the company. As a true customer advocate with Salesforce and Oracle product development, Vinay is actively engaged in various industry user/special interest groups. Since founding the company in 2004, Vinay has grown the business into a leading Salesforce, and Oracle partner focused on multi-cloud transformations.

Vinay has successfully implemented and architected CPQ solutions and multi-cloud complex transformation projects for various Fortune 500 companies since 1996. He has a strong authority over industry, process, and technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and JNTU (Jawaharlal Nehru Technical University) with a Master in Technology degree.