You’re already making a major investment by using Salesforce. But is your system really delivering the way you need it to? Is it well-positioned for long-term success, or are inefficiencies and dangers lurking beneath the surface?
That’s where a Salesforce Health Check can help — and the good news? Blue Engine Solutions provides it for free on the industry-leader diagnostic platform Hubbl (https://www.hubbl.com/).
What Is a Salesforce Health Check?
Think of it as an annual physical — for your Salesforce org. A health check provides a clear, comprehensive view of your system’s current state and performance. It identifies issues, uncovers hidden opportunities, and outlines ways to optimize your Salesforce environment.
What’s Included in the Health Check?
Using Hubbl, our health check dives deep into key areas like:
🔍Org Complexity & Technical Debt
We examine the depth of complexity in your Salesforce configuration — from custom code and fields to unused objects and automation. Hubbl provides visual insight into where your org might be over-engineered or weighed down.
⚙️Configuration & Metadata Review
We examine field usage, validation rules, record types, automation tools (such as Flows, Process Builders, and Apex), and more — all presented through easy-to-understand dashboards.
🧹Data Hygiene & Usage
Is your data clean? Are your users doing what you think they should with Salesforce? We review:
- Duplicate data
- Unused fields or objects
- User adoption
- Inactive users and licenses
🔐Security & Access
We review permission sets, sharing rules, and profiles to help make sure your data is secure and only accessible to the right people.
📈System Performance & Scalability
We review governor limits, automation load, and other factors that affect performance, especially for growing businesses.
📊Executive Dashboards & Insights
Hubbl provides instant, visual reporting you can share with stakeholders. These reports help executives and admins quickly understand 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’re providing the check free of cost so that you can make wise, informed decisions without paying anything in advance.
💡You’ll Learn So Much: Clients are always amazed at how much they didn’t understand about their org. You’ll leave with a comprehensive diagnostic report, practical advice, and insight into what’s going well and what requires repair.
🔧It Helps You Plan Smarter Projects: You might be planning a Salesforce upgrade, integration, or simply clean house. A health check puts you in a position of understanding — rather than speculation.
🧭You Get a Strategic Plan of Action: Our team won’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 filling you with frustration and technical debt. Free health check with Blue Engine Solutions provides you with the visibility and strategy you need to take control of your CRM future.
Click here to schedule your free Health Check today → https://blueenginesolutions.com/contact/