You’re already making a major investment in Salesforce. But is your system really delivering the way you need it to? Is it set up for long-term success, or are inefficiencies and risks lurking beneath the surface?
That’s where a Salesforce health check can help. The good news? Blue Engine Solutions provides it for free, using the industry-leading diagnostic platform Hubbl.
What is a Salesforce health check?
Think of it as an annual physical for your Salesforce org. A health check gives you a clear, complete view of your system’s current state and performance. It finds issues, uncovers hidden opportunities, and outlines ways to improve your Salesforce setup.
What’s included in the health check?
Using Hubbl, our health check dives deep into key areas like:
🔍 Org complexity and technical debt
We look at how complex your Salesforce configuration is, from custom code and fields to unused objects and automation. Hubbl shows visually where your org might be over-engineered or weighed down.
⚙️ Configuration review
We review field usage, validation rules, record types, automation tools (such as Flows, Process Builder, and Apex), and more, all presented in easy-to-understand dashboards.
🧹 Data quality and usage
Is your data clean? Are your users doing what you think they are in Salesforce? We review:
- Duplicate data
- Unused fields or objects
- User adoption
- Inactive users and licenses
🔐 Security and access
We review permission sets, sharing rules, and profiles to make sure your data is secure and only the right people can see it.
📈 System performance and growth
We review system limits, automation load, and other things that affect performance, especially for growing businesses.
📊 Executive dashboards and insights
Hubbl provides instant, visual reports you can share with stakeholders. They help leaders and admins quickly see where improvements are needed, and where you’re doing great.
Why do you need a Salesforce health check?
✅ It’s totally free. No strings attached. We provide the check at no cost so you can make smart, informed decisions without paying anything up front.
💡 You’ll learn a lot. Clients are always amazed at how much they didn’t know about their org. You’ll leave with a full diagnostic report, practical advice, and a clear view of what’s going well and what needs repair.
🔧 It helps you plan smarter projects. Whether you’re planning a Salesforce upgrade, an integration, or simply a clean-up, a health check means you start from facts, not guesses.
🧭 You get a plan of action. We don’t just point out problems. We help you prioritize them, so you know what to fix now and what can wait.
Your Salesforce org should be serving you, not frustrating you and piling up technical debt. A free health check with Blue Engine Solutions gives you the visibility and strategy to take control of your CRM.