Your Salesforce should work for you, not against you.
Over time, even the best systems can suffer from clutter, outdated processes, and technical debt that slow your team down and increase risk. That’s where our Salesforce Health Check service comes in.
“A well-tuned Salesforce instance is the difference between a platform that performs and one that holds your team back. Health Checks uncover the hidden opportunities.”
Ben Coleman, CEO, Performa
Why get a health check?
Fix what’s broken
Spot and resolve bugs, errors, and bottlenecks.
Secure your data
Ensure user roles, permissions, and sharing rules are airtight.
Optimise performance
Increase speed, reliability, and scalability.
Reduce waste
Eliminate unused fields, features, or licences you no longer need.
Plan strategically
Know exactly where you stand before your next phase of growth.
Eliminate Risk
Make sure you are working to best practices and remaining compliant
Who is this for?
Health Checks are ideal for any organisation that’s:
- Preparing for a Salesforce review, audit, or upgrade
- Noticed a slowdown or unexplained behaviour in Salesforce
- Inherited a Salesforce system from a previous team
- Planning to scale, integrate, or customise further
- Concerned about rising costs
Frequently asked questions
What exactly is a Salesforce Health Check?
A Health Check is a structured audit of your Salesforce instance, covering configuration, data quality, performance, security, and adherence to best practices. It helps identify inefficiencies, technical debt, and opportunities for optimisation.
Will a Health Check cause any downtime or disruptions?
Not at all! Our audits are carried out behind the scenes with zero disruption to your users or workflows. You can continue working as normal while we do the deep dive.
What do I get at the end of the Health Check?
You’ll receive a clear, actionable report outlining findings, risks, and tailored recommendations, prioritised by impact and effort. It’s a roadmap for improving your Salesforce setup.
Is this service only for large organisations?
Health Checks benefit businesses of all sizes – whether you’re a small team or a global enterprise. If you use Salesforce daily, you want to know that it’s running at full power!
How often should I get a Salesforce Health Check?
We recommend a full audit annually, or any time your business undergoes significant changes (such as rapid growth, platform customisation, or a new team managing Salesforce).
Can you help implement the recommendations after the check?
Yes! We offer custom enhancement as well as flexible and managed support options to help you fix, optimise, and future-proof your Salesforce system following your Health Check.
What’s the cost of a Health Check?
Pricing depends on the size and complexity of your Salesforce setup. First, we’ll need to discuss your needs on a free discovery call and provide a fixed-fee proposal – no surprises.
Dive into our knowledge hub.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
