Five Salesforce org health check red flags we see every quarter

Most teams know something is off in Salesforce before they call us. Reports do not match the board deck. Reps maintain a shadow spreadsheet. Integrations fail silently over weekends.

A proper Salesforce health check is not a license audit PDF from Salesforce. It is a prioritized list of what is costing you money or credibility right now.

1. Login rate vs. license count

If you pay for 80 Sales Cloud seats and only 35 people logged in last month, the problem is rarely training alone. Check page layouts, required fields, and whether managers actually run pipeline reviews in CRM. Shelfware starts when the tool slows people down.

2. Automation approaching governor limits

Open Setup → System Overview. Orgs with hundreds of workflow rules, process builders, and flows on the same object often hit CPU timeouts during bulk updates. We map overlapping automations and consolidate into record-triggered Flows before adding more Apex.

3. Integrations without error visibility

If your billing sync runs on a cron job and nobody gets paged when it fails, you will find out from finance — not from Salesforce. Every integration should have a dead-letter queue, retry policy, and a dashboard someone owns.

4. Sharing model nobody can explain

"We use roles and profiles" is not an answer. Draw the role hierarchy against your actual sales regions. Check OWD on opportunities and cases. Mysterious access usually means manual sharing or broken territory rules that will bite you at audit time.

5. Tech debt in unused fields and layouts

Fifty custom fields on Opportunity, half of them from a 2019 project. Reps stop trusting data when half the form is irrelevant. Archive fields, simplify layouts, and align stages to how you sell today — not how you sold three years ago.

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We offer a free Salesforce health check — 45 minutes, findings doc, no obligation. Or send a brief if you already know the org needs a rescue.