how healthy is youR salesforce org?

What does a Salesforce Health Check look at?

We take a thorough, structured look across every layer of your Salesforce org, including:

Data quality and integrity

Duplicate records, missing fields, inconsistent data entry, and records that haven't been updated in years. Poor data is the root cause of most Salesforce problems — we find it and tell you how to fix it.

Configuration and customisation

Fields, objects, page layouts, record types, and automation. We assess whether your org has been built logically, whether customisations are still serving a purpose, and whether anything is creating unnecessary complexity or technical debt.

Security and permissions

Who can see what — and who can change what. We review your profiles, permission sets, sharing rules, and user access to identify any gaps or risks, including anything that may have compliance implications under UK GDPR.

Automation and workflows

Flows, process builders, and workflow rules. We check whether your automation is working as intended, whether anything is conflicting or redundant, and whether there are opportunities to automate tasks your team is still doing manually.

Integrations

If you're connecting Salesforce to Xero, Mailchimp, Microsoft 365, or other tools, we check that those integrations are functioning correctly and that data is flowing in the right direction without duplication or loss.

Reporting and dashboards

Whether your reports are accurate, whether the right people have access to the right information, and whether your dashboards are actually being used — or just sitting there looking decorative.

Licences and feature usage

Whether you're using the licences you're paying for, and whether there are features available to you that could save your team significant time.

What do you get at the end?

A clear, written Health Check Report — not a list of technical findings that only a developer would understand, but a structured document written for charity leaders and managers. It covers:

• A summary of your org's overall health and the key risks or issues identified

• A prioritised list of recommendations, split into quick wins, medium-term improvements, and longer-term considerations

• An honest assessment of what's working well and should be left alone

• Guidance on next steps, whether you choose to work with us or take the recommendations in-house

We don't produce reports that gather dust. Everything we recommend is practical, proportionate, and grounded in what's realistic for a charity of your size and resource level.

When should you get a Salesforce Health Check?

A health check is particularly valuable if:

• Your Salesforce org is more than two years old and hasn't had a formal review

• You've recently gone through a change in strategy, structure, or staffing

• You're planning a significant piece of Salesforce work and want to understand your starting point

• You have a nagging sense that things aren't quite right but you're not sure where to start

• You've had a data incident, a compliance query, or an audit finding related to your CRM

• You're considering switching CRM and want an honest view of what's fixable before you make that decision

How long does it take?

For most small to medium UK charities, a full health check takes one to two weeks from access being granted to report delivery. We work remotely and need read-only access to your Salesforce org — we won't make any changes without your explicit agreement.

What happens after the health check?

That's entirely up to you. Some organisations take the report and action the recommendations themselves or with their existing team. Others ask us to carry out the fixes as part of a follow-on project. A number of our health check clients go on to work with us on an ongoing outsourced admin basis.

There's no pressure and no upsell. The health check stands on its own as a useful piece of work — whatever you choose to do next.

Book Your Free Salesforce Health Check Consultation  We'll take an honest look at your Salesforce org and tell you exactly what we find — no jargon, no obligation. Get in touch at www.salesforce4sme.co.uk