How to Conduct a Health Assessment for Your Salesforce Processes and Metadata with Our Trusted Salesforce Expertise

This presentation outlines the importance of conducting regular health assessments for Salesforce processes and metadata. It highlights how proactive evaluations can identify and resolve issues early, improving performance, security, and user experience. With Minuscule Technologies' expertise, businesses can ensure a scalable, optimized Salesforce environment for future growth.

1. How to Conduct a Health Assessment for
Your Salesforce Processes and Metadata
with Our Trusted Salesforce Expertise

2. Introduction
Salesforce is essential for business operations
Regular health assessments help resolve
issues before disruption
Proactive approach minimizes risks and
improves performance
Ensures a scalable, optimized Salesforce org
for future growth

3. Why Salesforce Health Checks
Are Crucial
Prevent performance bottlenecks: Optimize
metadata
Enhance security and compliance: Audit user
access
Manage technical debt: Clean outdated processes
and redundant automation
Boost user experience: Streamline workflows for
efficiency
Minimize downtime: Keep processes running
smoothly www.minusculetechnologies.com

4. Metadata Analysis: Review Flows, Apex Triggers,
Validation Rules, and Custom Fields for
inefficiencies.
User Access Control: Audit Permission Sets and
Profiles for proper user access and data security.
Automation & Process Review: Assess Process
Builders and Flows for efficiency and
functionality.
Key Areas for a Salesforce Health
Check www.minusculetechnologies.com

5. How Salesforce Processes Can Break
Silent Failures: Automation failures or broken
dependencies
Reactive Approach: Issues identified only when
impacting users
Proactive Health Checks: Identify issues early to
avoid disruptions
Improved Reliability: Minimize emergency
troubleshooting and downtime www.minusculetechnologies.com

6. Key Components to Review:
Flows: Inactive or overly complex Flows that could
fail silently.
Apex Triggers: Outdated or inefficient custom
code.
Validation Rules: Ensure alignment with business
processes.
Custom Fields: Clean up unused or redundant
fields.
Tools to Use:
Salesforce Optimizer, Audit Trail, Dependency API.
How to Perform a Metadata Health Checkwww.minusculetechnologies.com

7. Map user interactions: Identify key actions and
automation
Monitor and debug: Review error logs for failing
Flows
Streamline complex Flows: Reduce maintenance
and improve efficiency
Proactive monitoring: Detect and address issues
before affecting users
Auditing User Flows www.minusculetechnologies.com

8. Improved performance: Faster load times and
smoother updates
Reduced failures: Fewer automation issues and
broken processes
Tighter security: Enhanced access control and data
protection
Admin efficiency: Less troubleshooting and more
focus on optimization
4
Benefits of Regular Health Checks www.minusculetechnologies.com

9. Why Choose Minuscule Technologies for
Salesforce Health Check?
Certified Expertise: As a Salesforce Certified Partner, we bring in-
depth knowledge and experience.
Comprehensive Health Check: We cover performance, security,
data quality, and integrations.
Proactive Solutions: Identify and resolve potential issues before
they impact operations.
Tailored Recommendations: Customized strategies aligned with
your business needs.www.minusculetechnologies.com

10. Contact Us
Minuscule Technologies
[phone]
www.minusculetechnologies.com
[email protected]
United States | India | Malaysia
24044 Cinco Village Center
Boulevard #100, Katy, TX 77494,
United States