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Salesforce Health Check

Frequency of performing Salesforce org health checks on your org to ensure scalability of the system. In this post we will cover some important Salesforce org health check tools that diagnose issues in your Salesforce org. The Heath Check tools scans your instance of Salesforce and compares your security settings & Salesforce Code to that of the Salesforce Industry standard.

Check our old session on How to be your own Salesforce.com org Doctor.

Tools to check Salesforce Org Health

A large percentage of companies fail to gain optimal value from their Salesforce investment by not doing periodic health checks. We should do it at least once every year. Let see what all tool are available for Salesforce org health check.

Salesforce Health Checker

As a Salesforce Admin you can use Salesforce’s own health checker tool to analyze vulnerabilities in your Salesforce Org, all from a single page. Health Check tool is available in Setup menu. Health Check gives you visibility into all of your org’s security settings and allows you to identify and fix vulnerabilities in your security settings.

Salesforce Health Checker

Using the health check tool you can compare and calculate total health check score against a Salesforce Baseline standard. It determines low to high risks that need to be addressed as priority.

Advantages

  • Its a Free tool and provide quick results
  • Provides a detailed report on your Salesforce org issues
  • Easily set medium to high risk settings to Salesforce Baseline standard with a few clicks

Salesforce Optimizer

Salesforce Optimizer gives you detailed data right inside your org on more than 50 metrics covering everything from storage, fields, custom code, custom layouts for objects, reports and dashboards, and much more. Run Salesforce Optimizer in sandbox or production to get recommendations for feature improvement, clean up customizations, reduce complexity, and drive feature adoption. Receive a personalized report with advice and recommendations about how you can improve your implementation.

Salesforce Optimizer

Apex PMD Tool

PMD is very well known source code analyzer for Java and many more languages. Salesforce joined hands with open source developers to create this powerful tool Apex PMD which supports the Apex language. It finds common programming flaws like unused variables, empty catch blocks. It will allow us to have a better quality and avoid maintenance, performance and bug problems in our Apex code.

Advantages

  • It’s free and open source
  • You can define your own custom rules 

Checkmarx Apex Code Scanner

Checkmark Apex Code Scanner is a tool which is powered by Salesforce. It runs a security scan on your Salesforce org and  gives a detailed report on risks based on your code quality and security. It figures out every loophole present in your apex code and checks if it aligns with Salesforce best practices.

Advantages

  • Free with limitation but paid version is also there.
  • Scans through each and every line of your code in your Salesforce org.
  • Reduces the chance of an array of bugs before next upgrade.

Salesforce Accelerator

Salesforce Accelerator tool is mostly available on demand. It allows users who face technical issues in their Salesforce instance to get individualized technical support on demand. This expert guidance will then help you figure out your Salesforce org issues and solve them. Once you run a health check using a Salesforce Accelerator, you will get a list of issues and recommendations on possible ways of fixing them.

Salesforce Accelerator tool available to organizations who are part of a Salesforce Premier Success Plan. You need to submit a request for a Salesforce Accelerator on Help and Training portal you will get in touch with certified specialists.

Advantages

  • Enhances on-time delivery of business requirements 
  • Churns out reasons behind decrease in performance and deep rooted technical debt
  • Amplifies Salesforce platform value

Manual Org Assessment

If you don’t prefer tools, you can always conduct a manual org assessment to analyze the health of your Salesforce Org. But be mindful that there needs to be a method to your madness. You cannot directly go into the Salesforce system, hunt down specific issues and start resolving them right away. It’s best to follow a pattern while doing so. 

You can start preparing your org assessment report with the like below:

Point to consider for Assessment:

  • Data Storage considerations
  • License Usages 
  • Workflows v/s Triggers Implementation
  • Batch Classes and Scheduler per object
  • Custom setting/ Metadata configuration for controlling Triggers.
  • Standard vs Custom Development
  • Record and ownership skews

Categorizing the issue based on Priority and Complexity

  • Quick Fixes
  • Workarounds.

Providing Recommendation for Customers.

  • Configuration changes
  • Usage Guidelines
  • System Limitations

Symptoms of an Unhealthy Salesforce Org

Here is some symptoms of an unhealthy Salesforce org.

  1.     Storage Limits Exceeded
  2.     Frequent Issues
  3.     Record Locking & Contention
  4.     Unnecessarily Installed Packages
  5.     Concurrent and Ever-Running Batch Classes

Salesforce Health Check Best Practices

  • We generally recommend that it should be done at least once every year.
  • Identify the symptoms of an unhealthy Salesforce org.
  • Setup Coding standard for code review.
  • Document the Apex and Test class best practices.
  • Categorizing the issue based on Priority and Complexity.
  • Security in Salesforce

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