Most Salesforce orgs aren’t broken. They’ve drifted. A field added for one project, a report built for a manager who has since left, a workaround that quietly became the way things are done. None of it matters on its own, but together it slows your team down and chips away at their trust in the system.
We work with businesses across Altrincham and Manchester and these are the five signs we see most often. If two or three sound familiar, it’s probably time for a Salesforce health check.
- Screens full of fields nobody uses
- Manual steps that should be automatic
- Reports people have stopped trusting
- Duplicate or out-of-date records
- Nobody is quite sure who owns it any more
1. Screens full of fields nobody uses
Open a typical record. How many fields does your team actually fill in? When a page is packed with fields from old projects, people skip the ones that matter or stop updating records altogether.
A quick win: ask your team which fields they never touch. Hide them from the page layout first, then remove them once you’re sure nobody misses them.
2 and 3. Manual work and reports nobody trusts
Manual steps that should be automatic. Copying details from emails, chasing follow-ups from memory, updating the same field on several records by hand. If your team makes the same clicks every day, Salesforce Flow can probably do them instead.
Reports people have stopped trusting. When someone says “I’ll just check the spreadsheet”, that’s a warning sign. Reports drift when people use the same fields in different ways, so the numbers stop matching what everyone knows is true.
4 and 5. Messy data and no clear owner
Duplicate or out-of-date records. The same customer saved three times, contacts who left years ago, accounts with no activity since 2021. Duplicates make your reports wrong and can mean two people call the same customer.
Nobody is quite sure who owns it. The person who set Salesforce up has moved on. Changes now happen whenever someone asks loudly enough, with nobody checking how they fit together.
How many did you recognise?
Try our free Salesforce Health Scorecard. Ten quick questions, two minutes and an instant score across five areas, with no sign-up needed to see your result.
What our Salesforce health check covers
Our Salesforce Health Check is a fixed-price review of your Sales Cloud org. We start with a fact-find call, then review your org against how your business actually runs. We score it across five areas:
- Data reliability and visibility
- Process simplicity
- Automation and AI adoption
- User experience and engagement
- Reporting accuracy and availability
You get a score for each area and a prioritised plan that fixes what matters most first. It’s all done with read-only access, so nothing in your org changes. The Health Check costs £1,495 + VAT.
Not sure where to start? Book a free 15-minute review or try the scorecard first.