A Salesforce Health Check is a focused diagnostic that examines configuration, code, data quality, security, and user adoption across your entire org. Redtag’s certified specialists combine automated scanning tools with hands-on reviews to surface performance bottlenecks, compliance gaps, and unused features.
What is a Salesforce Health Check?
The result is a ranked action plan that lets you improve today’s org, save on licenses, and prepare for tomorrow’s growth — all at a fixed price and predefined scope.
Audience
- Teams with Limited Salesforce Expertise
- Salesforce Switchers & Long-time UsersFast-Growing Companies
- Start-upsLicense Owners / Admin Teams
- Small, Medium & Enterprise Businesses
Why It Matters
- Lean on Redtag’s experts to spot issues and teach best-practice fixes
- Clean up technical debt and migrate historical data while you stay live
- Ensure performance and security keep up with rising transaction volumes
- Validate that early builds follow scalable patterns before you invest more
- Prove ROI, cut redundant licenses, and drive higher adoption with tailored training
- Get enterprise-grade guidance without a long, expensive project
Key Benefits of a Salesforce Health Check
Performance Optimisation
Spot and fix slow processes, broken automations, and inefficiencies that reduce speed, usability, and overall platform performance
Security & Compliance
Identify risky permission setups and ensure your org aligns with Salesforce security standards and regulatory requirements
Cost Efficiency
Reveal unused features and license waste to help you simplify operations and reduce unnecessary spending
High User Adoption
Understand how teams use Salesforce and implement practical changes that boost engagement and productivity
Data Quality & Insights
Clean up inaccurate, incomplete, or inconsistent data to enable better reporting and business decisions
Future-Ready Roadmap
Receive a prioritized improvement plan that supports your business goals and prepares your org for growth
Future-Ready Roadmap
Receive a prioritized improvement plan that supports your business goals and prepares your org for growth
Org Performance Check
We review how your Salesforce runs day-to-day, identifying slowdowns, broken automations, and setup issues that affect speed & usability
Integration Health Check
We examine how Salesforce connects with your other systems, spotting sync problems, API issues, and outdated workflows
Security Health Check
We assess roles, permissions, and access settings, making sure your data is protected and aligned with best practices
Adoption Check
We look at how your users actually work in Salesforce, tracking usage patterns and uncovering what’s holding adoption back
Data Quality & Analytics
We analyze data accuracy, completeness, and structure — helping you clean up and build better reports and dashboards
Feedback
“
“ We weren’t sure what was going wrong in our Salesforce setup, we just knew things felt clunky. Redtag’s Health Check helped us see the full picture. They pointed out what needed fixing, what we could improve, and even what we could stop worrying about.
The team was approachable, super clear, and quick to respond. It didn’t feel like a big consultancy project, it felt like working with people who genuinely wanted to help.
Thanks to their help, we’re in a much better place now, and our team finally enjoys using Salesforce again.”
Liam O’Connor
Head of Sales Operations, USA
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