More than half of Americans schedule a yearly physical. But when was the last time your Salesforce org got one? Just like you, your Salesforce instance needs regular TLC to stay in top shape—secure, speedy, and optimized for the future.
Salesforce
Health & Security Check
You Can’t Manage
What You Don’t Measure
Your Salesforce org might look fine—but is it firing on all cylinders like it should? Silent inefficiencies, lurking security gaps, and missed opportunities could be holding it back from being its best self. The CRM Firm is your org’s primary care provider, personal trainer, mechanic, and bodyguard all rolled into one—keeping everything up-to-date, streamlined, optimized, and protected.
Don’t wait until something breaks—stay proactive and keep your org healthy!
Why Does This Matter?
Picture this: It’s Q3. A new sales rep has full admin rights (oops), an automation built last February is emailing the wrong list (double oops), your custom report stopped working two releases ago, and no one noticed your sandbox expired until the demo tanked.
Does this sound eerily possible?
That’s why your CRM needs more than good vibes and wishful thinking—it needs regular checkups so you can catch the chaos before it catches you.
Stay out of Emergency Situations
Yes, You Need a Salesforce Health Check
Salesforce recommends regular health checks, but let’s be honest: most teams don’t have the time (or the headspace) to keep up. Between tightening security, prepping for three major releases a year, and avoiding tech debt, it’s easy for org maintenance to slip through the cracks. That’s where we come in—quietly obsessing over every setting, permission, and update so you don’t have to.
What's included in the Health Check, you ask?
How are Things Going?
Why Org Health & Security Matters
While going through your day-to-day things might seem fine on the surface—are they really operating as they should? There could be sneaky little snags, shadowy security gaps, or antiquated process automations just waiting to throw a wrench in the works.
Here’s what a little preventative care gets you:
Prevent Security Breaches Before They Happen
Understand the risks, catch vulnerabilities early, and avoid those “Oh No” moments from overly permissive users or unauthorized access.
01
Optimize Performance & System Reliability
Identifying optimizations for faster, smoother processes = happier users and customers.
02
Keep Your Org On the Nice List
Stay aligned with Salesforce’s evolving recommendations and avoid falling behind—or worse, out of compliance
03
Continuity You Can Count On
When the unexpected hits, you’ll be glad your org is buttoned up and resilient
