What is Salesforce Health Check?

Salesforce Health Check sits inside Setup and checks selected security controls against a standard baseline or one your company has imported. It gives you a score, then shows which password, session, login, IP, certificate, or token settings don’t match. That’s what most people mean by security health check Salesforce.

How do I run a Salesforce Health Check?

In Salesforce, open Setup, search for Health Check, then open the page. You’ll see the current score, the baseline behind it, and the settings pulling the result down. Don’t rush straight to Fix Risks. Read what each change affects first, especially around SSO and integrations.

What is included in a Salesforce Health Check report?

The native results give you the numbers. The report needs the reasoning. Who owns the finding? What relies on the current setting? What’s the deadline? Why is the team fixing it now, parking it, or accepting the risk?

Is Salesforce Health Check only for security?

The native tool is. It won’t catch two Flows fighting over the same field, duplicate accounts wrecking a forecast, or an integration sending yesterday’s data. A wider health check CRM Salesforce review looks at those problems too, along with code, licenses, storage, backup, reports, and adoption.

Can I perform a Salesforce Health Check myself?

Yes. A Salesforce admin can run the native check and deal with contained configuration issues. The job changes once a fix touches custom Apex, several orgs, SSO, regulated data, or a billing integration that absolutely cannot go down on a Tuesday afternoon. That’s when extra expertise earns its keep.

How often should a Salesforce org health check be performed?

For the native security page, monthly or quarterly is reasonable. A broader review once a year suits a stable org. I’d bring it forward after a migration, major integration, permission overhaul, security incident, or any release that leaves the admin team saying, “Nobody touch that Flow.”

How much does a Salesforce Health Check cost?

The native Health Check is included in supported Salesforce editions. A professional review has no sensible flat price because the work can range from one tidy org to several clouds, years of Apex, dozens of integrations, poor documentation, and regulated data. Scope decides the fee.

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