What a healthy Salesforce org looks like
A healthy Salesforce org has secure, auditable access; data people trust without re-working it in spreadsheets; a small, documented set of automations built in a sandbox first; layouts and dashboards each role actually uses; and a named owner with a roadmap. Orgs that are weak in two or more of these areas usually feel it as low adoption, slow changes and reports nobody believes.
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Your top fixes
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Questions about the assessment (4)
How accurate is a self-assessment?
It is a quick, honest snapshot, not an audit. It shows which areas deserve attention first based on your own answers. A full health check looks at the org itself: settings, automation, data and usage, and usually finds issues nobody on the team knew about.
Who should answer the questions?
Your Salesforce admin or whoever knows the org best, ideally with a sales or service leader for the adoption questions. If you are unsure about a question, choose “Not sure”; unknowns are worth finding out and count as partial.
Is my answer data saved or sent anywhere?
Only if you choose to send it. The assessment runs entirely in your browser, and nothing you select is sent to us or stored on our servers. If you use the form under your results to ask a consultant for a review, your scores and top gaps are sent to our team with the contact details you enter. Use the print button if you want to keep a copy.
What is the difference between this and a Salesforce health check?
Salesforce’s own Health Check tool scores security settings against a baseline. A partner health check, like ours, reviews security plus data quality, automation, technical debt, adoption and readiness for AI, and ends with a prioritized plan.