5 Tips to keep your Salesforce Org Health in Top Shape
As a business leader, you’re constantly juggling numerous responsibilities, from developing and executing strategies to managing resources and personnel. With so much on your plate, it’s easy to overlook the health of your Salesforce org – the backbone of your sales and marketing operations.
However, neglecting your org’s health can have dire consequences, such as decreased productivity, missed opportunities, and even data breaches. In this blog, we’ll explore what is Salesforce org health check, why business leaders should care, and how to ensure it remains in top shape.
What is Salesforce Org Health and why is it important to check?
Salesforce org health refers to the overall state and performance of your Salesforce instance. It includes various factors such as data quality, system customizations, configuration settings, security measures, and integrations. Checking your organization’s health is essential to ensure that your Salesforce instance is functioning optimally and that your business operations are running smoothly.
Salesforce Health Check allows you to:
- Maximize Salesforce Org efficiency and ROI.
- Get a clear picture of your Salesforce org’s current security systems.
- Improve sales team user adoption and productivity.
- Achieve faster technology deployments.
Related Reading: How to Perform a Salesforce Health Check
Factors Affecting Salesforce Org Health
Let’s go through key factors that can hamper the wellness of your Salesforce org:
- Performance Issues – Salesforce performance issues can have serious consequences, such as the loss of important files that cannot be recovered.
- Storage Constraints – It’s common knowledge that Salesforce provides a certain amount of data storage in your Salesforce environment based on the type of licenses you’ve purchased, so it’s important to double-check in case of exhaustion.
- Locking and Containment – Salesforce record locking problems not only cause errors in your Salesforce org, but they also slow downloading performance.
- Poor Data Quality – A crucial component of the well-being of your Salesforce org is maintaining clean data. A lack of data stewardship can result in the entry of large amounts of faulty data into your organization, which causes technological debt and shallow pipelines.
Salesforce org health may be jeopardized for a variety of reasons, as mentioned above, or reasons including many teams operating on the same Salesforce instance at once, implementations that didn’t follow best practices, external systems that fell apart, updates and deployments that weren’t created with health considerations in mind, etc.
So how can you improve your Salesforce Org Health in your organization?
Here are five tips for preserving the well-being of your Salesforce Org Health.
Tip #1: Review your Data
Starting with a pertinent cross-section of your data, assess its quality using the following 6 criteria: Accuracy, Universality, Consistency, Reliability, Uniqueness, Validity
Tip #2: Limit permissions and offer transparent documentation:
Set distinct permissions depending on roles; permit only appropriate people to enter data, modify fields, and alter the organizational structure. To ensure that your users follow your data standards and utilize Salesforce as you want, it is essential to provide explicit documentation and instructions for the data structure.
Tip #3:Implementation with a health focus:
Maintaining your Salesforce org correctly during the installation is the most crucial step in making sure it works. Post-safe implementation, ensure that you frequently monitor the data storage limitations and that you are not going over them.
Tip #4: Aim to improve the user experience:
Eloquently illustrate the platform’s benefits to win over all users. It will vary depending on the structure of your company and how Salesforce is being used, but the key thing to remember is to recognize the particular requirements of your users and demonstrate how Salesforce improves their capacity to close sales.
Tip #5: Manage Integrations carefully:
Your business’s success depends on using consistent procedures and data management techniques across all apps and integrations to protect your Salesforce org. Not only can outdated integrations and poorly connected programs constitute a security risk to your organization, but they also undermine data integrity.
Start transforming your Salesforce Org Health today with iLink Digital!
The tool Salesforce is effective. The secret to success is a robust, optimized Salesforce Org. By concentrating on the advice we’ve provided, you’ll be well on your way. Need support? In response, we are here. Insights and suggestions from our Salesforce Health check evaluation process help you revitalize, improve, and change your organization.
With more than 20 years of experience, iLink has assisted various companies in enhancing the health of their Salesforce organizations, which has doubled performance and secured the organization from hazards.
If you’re prepared to take the first step toward Salesforce Org’s future, get in touch.
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