Let’s Talk About
Your Salesforce Project

How healthy is your Salesforce?

See 10 signs your Salesforce needs a health check

The Ultimate Guide To Successful Salesforce Lightning Migration

Download Now

Free Salesforce Health Check and Optimization Report

Your organization has made a significant investment in Salesforce to enable your business to transform the way you work and do business.

When was the last time you run a security health check of your own org? The importance of checking the health of your Salesforce org to make sure you are getting maximum value from it cannot be overstated!

Get Lister’s complimentary health check audit to identify and fix vulnerabilities to improve your org’s overall security.

Free Salesforce Health Check and Optimization Report

Your organization has made a significant investment in Salesforce to enable your business to transform the way you work and do business.

When was the last time you run a security health check of your own org? The importance of checking the health of your Salesforce org to make sure you are getting maximum value from it cannot be overstated!

Get Lister’s complimentary health check audit to identify and fix vulnerabilities to improve your org’s overall security.





    I want to signup for a complimentary health check

    8 reasons why you need to check the health of your Salesforce

    A large percentage of companies fail to gain optimal value from their Salesforce investment by not doing periodic health checks. We generally recommend that it should be done at least once every year.

    Here are the top symptoms that indicate that is important for you to identify and fix security risks in your org.

    1. Poor user adoption of Salesforce despite training and support efforts
    2. Complex reports and too many dashboards doesn’t offer complete sales-based insights
    3. Too many redundant and unused functionality as well as objects and fields created over the years making it cumbersome and hard to manage
    4. You are hitting governor limits in Salesforce
    5. Data quality in CRM is deteriorating and it is adversely impacting adoption and quality of insights you get from Salesforce
    6. It takes too long to make changes to your Salesforce org and you are finding it difficult to keep pace with the demands of business
    7. Production releases are difficult and there are usually errors to fix post-release
    8. Dev, QA, and Production environments are generally out of sync
    Still not convinced about Salesforce health check?

    What will you get with Lister’s
    complimentary health check?

    The Salesforce org health check audit report will provide a detailed report of your system’s overall health and provides recommendations on how to improve it. We’ll also suggest the criticality of the issues that could be affecting your business outcomes.

    The detailed report includes the following:

    1. 1. Analysis of current user adoption and usage of Salesforce
    2. 2. Benchmarking of design and customization against Salesforce best practices of:
      • Data model
      • Custom code
      • Workflows and processes
      • Security and sharing setting
    3. 3. How does your Salesforce org stack up against governor limits?
    4. 4. Unused and redundant functionality in the Salesforce org
    5. 5. Whether the Salesforce environments are maintained in line with good practices
    6. 6. Lightning migration & readiness

    How will this Salesforce health check help you?

    The Health check findings report will provide a birds-eye view of various health and security aspects of your Salesforce org and classify each item as red, amber, and green. It helps you understand the state of health of your org and help you decide whether and what kind of interventions are needed.

    How will the Lister’s certified specialists run a health check of your Salesforce org?

    We use several proprietaries and 3rd party tools and apps that will provide information to our experts on various aspects of your Salesforce platform performance and security issues including but not limited to org adoption, declarative customizations, sandbox architecture, triggers, and apex. Our certified Salesforce experts will analyze the information from tools and conduct further additional analysis manually.

    How will the Lister’s certified specialists run a health check of your Salesforce?

    We will need access to your Salesforce production or a recently refreshed full sandbox.

    How long will it take?

    From the time we get access to your Salesforce, it usually takes about 3-7 days depending on the complexity of your Salesforce org.

    Frequently Asked Questions

    1. How can we be sure of information security if we were to give access to production or full sandboxes?

    We maintain very high standards when it comes to information security and privacy. We are a GDPR compliant and ISO 27001 ISMS certified company. In addition, we will can sign an NDA with your company besides , we do not extract or modify any data from Salesforce during health check.

    2. Are there any risks because of the tools and apps you will be using to analyze our Salesforce instance?

    No, there are no risks to the best of our knowledge. We have used these apps and tools for conducting Salesforce health checks for several customers and have not faced any issues till now. We use apps and tools that have been validated by Salesforce for security and compliance.

    These apps do not manipulate or modify your Org or data in any way. These tools primarily analyze meta-data. We will uninstall apps after the analysis is completed.

    3. Will the report provided be sufficient for us to take action and improve the health of the org?

    The initial report will provide a summary of all the factors and parameters that define the health of a Salesforce org. You will need to drill down further to get to actionable items. This will help you figure out where you need to drill down further. We can advise you on this if you have questions based on the report we provide.

    Sign up now for a complimentary health check