What is Salesforce Health Check

More than just a CRM, Salesforce is an advanced enterprise framework for business applications, which provides countless opportunities and functionalities to conduct your business with maximum efficiency. But as your business evolves, and new platform features, iterations and updates are released, can you be sure your investment is still aligned with changing needs?

OurHeath Check service provides you with an overview of how the platform is being used, its limits and maintenance requirements, while also assisting you in aligning Salesforce security measures with your organisation’s policies.

How We Execute

We run the Salesforce Security Health Check and Optimiser Reports and conduct a full day workshop with your Admin to interpret the results.


Identify current configuration and usage indicators which are a risk to Salesforce limits and maintenance factors


Define a security baseline and compare the current security settings with Salesforce-recommended standards and your company’s security policy.

We conduct an off-site review, where we prepare an actionable strategy that covers:

Current and potential future limitation issues
Configuration findings that need to be reviewed - fixes provided for quick wins
New release features that may be utilised
Risk mitigation and implementation plan

What you will gain


A very quick and clean journey with experienced Salesforce consultants to get aligned with Salesforce security best practices.


Ensure that your Salesforce configuration is in line with your company wide security policies.


A road map to avoid current problems and future risks in your Salesforce org.

Summary & Duration

Kofana provides the Adoption Success service through a 1.5-day workshop, delivering your organisation with continuous access to the adoption statistics user by user for instant transparency, ongoing training requirement evaluation and visibility across the entire organisation.

1000 +

Successful Projects


Customer Review


Customer Satisfaction

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