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Salesforce Health Check

Ensure Your Salesforce Org Is Secure, Efficient, and Optimized

Summit’s Salesforce Health Check is designed to ensure that your Salesforce implementation is optimized, secure, and aligned with industry best practices. Whether you’ve been using Salesforce for years or just recently implemented it, this service provides a comprehensive evaluation of your current setup, with actionable recommendations to enhance performance, security, and user adoption.

Regular Salesforce Health Checks help maintain a strong system foundation—identifying risks early, optimizing configuration, and helping your organization make the most of its Salesforce investment.

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The Importance of a Salesforce Health Check

Maintaining strong Salesforce system health is essential for long-term success. A Salesforce Health Check helps ensure your org remains secure, compliant, and optimized for performance.

During the assessment, Summit’s certified Salesforce consultants review key areas including security, process efficiency, integrations, and user adoption. Regular assessments identify risks before they become problems—protecting your data, improving reliability, and supporting business growth.

If your team has experienced slow performance, security warnings, or inconsistent data, a health check can help restore your Salesforce org to its optimal state.

Salesforce Health Check Service Features

Our Salesforce Health Check covers every critical area of your CRM to ensure your org performs at its best, from security and data quality to adoption and integrations.

  • Security Audit

    We assess your Salesforce security settings to ensure your data is protected. This includes checking user permissions, sharing rules, and data access policies. Our goal is to identify and mitigate any vulnerabilities to safeguard sensitive information.

  • Business Process Evaluation

    We review how well your Salesforce instance supports your key business processes. Whether it’s sales, customer service, or marketing, we identify inefficiencies or bottlenecks and recommend process automation or improvements to streamline workflows.

  • Best Practices Review

    Our Salesforce experts compare your current configuration against industry best practices. We highlight areas where improvements can be made, from the use of automation and triggers to dashboard configuration, ensuring your system is running efficiently and effectively.

  • Lightning Readiness

    If you’re still using Salesforce Classic, we evaluate your readiness to transition to Salesforce Lightning. We assess the compatibility of your existing customizations and provide a clear migration roadmap, outlining the benefits of moving to Lightning for better user experience and performance.

  • Data Integrity Check

    We review the quality and consistency of your data within Salesforce. From duplicate records to outdated information, our team identifies data issues and suggests strategies for cleansing and maintaining a high standard of data accuracy.

  • App Check

    Many Salesforce users rely on third-party applications from the AppExchange or custom-built apps. We review these apps to ensure they are properly integrated, functioning efficiently, and still relevant to your business needs.

  • Integration Check

    Our team evaluates how well Salesforce integrates with other systems you may be using, such as marketing automation, ERP, or customer support platforms. We identify any integration issues and suggest enhancements to ensure seamless data flow between systems.

  • User Adoption Assessment

    We assess how effectively your team is using Salesforce. Low adoption can limit the value of your investment. We analyze usage patterns and identify areas where additional training, customization, or automation could improve user engagement and efficiency.

  • New Features Recommendations

    Salesforce regularly releases new features and updates. We provide a review of the latest functionalities and suggest how you can take advantage of new tools to improve productivity, from AI-driven analytics to enhanced mobile capabilities.

Why Choose Summit’s Salesforce Health Check Service?

  • Comprehensive Evaluation

    We provide a 360-degree review of your Salesforce instance, covering everything from security to user adoption.

  • Tailored Recommendations

    Our recommendations are tailored to your specific business processes and goals, ensuring you get the most out of Salesforce.

  • Expert Insights

    Benefit from the experience of our certified Salesforce consultants who stay updated on the latest features and best practices.

  • Maximize ROI

    Ensure that your Salesforce implementation continues to provide value by optimizing performance, security, and user engagement.

614-859-6543
Summit Salesforce Consulting

Salesforce Health Check Services are an Ideal Solution for...

  • Organizations looking to optimize their existing Salesforce implementation.
  • Organizations concerned about the security and integrity of their Salesforce data.
  • Organizations preparing to transition from Salesforce Classic to Lightning.
  • Teams experiencing low user adoption or looking to implement the latest Salesforce features.
A Trusted Salesforce Summit Partner Delivering 1,100+ Successful Projects

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Successful Implementations

When to Schedule a Salesforce Health Check

You should consider a Health Check if:

  • You’ve had Salesforce for over a year without a system review

  • You’re preparing for a Lightning migration or new integration

  • User adoption has declined or your reports contain inconsistent data

  • You’ve noticed performance slowdowns, data errors, or security warnings

  • Your Salesforce admin team has changed or expanded

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

614-859-6543
"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

Frequently Asked Questions (FAQ) About Our Salesforce Health Check Services

We understand you may have questions about partnering with a Salesforce consulting firm. Here are answers to some of the most common inquiries from business leaders considering Salesforce services.

What is a Salesforce Health Check and why is it important?

A Salesforce Health Check is a proactive assessment designed to ensure your Salesforce implementation is secure, efficient, and aligned with industry best practices. It helps identify risks early, improves performance, and enhances long-term reliability.

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