Salesforce Health Check Services
Optimize your Salesforce with our comprehensive Salesforce Health Check services. Identify performance bottlenecks, enhance security, and ensure your system is ready for future growth.
Salesforce Health Check by MagicFuse
MagicFuse offers comprehensive Salesforce Health Check services, tailored to optimize your Salesforce environment and ensure peak performance, security, and user satisfaction.
Why do you need a Salesforce Health Check?
Performance Bottlenecks
Performance issues can cause slow response times, reduced productivity, and unhappy users in your Salesforce org. Complexity from evolving implementations can create inefficiencies.
Security and Data Integrity problems
Potential weaknesses in security settings and user permissions. Need for compliance with data protection regulations and improved security health.
Issues With Optimization Of Customizations and Configurations
Accumulation of customizations can make the Salesforce platform complex and inefficient. Redundant processes and workflows.
Low User Engagement
Low user satisfaction and engagement. Need for feedback and user training to boost user adoption.
Limitations for Scalability and Future Growth
Restrictions in data storage, integration capabilities, and system architecture. Increased demands from business growth
Common Pitfalls in Salesforce Integration and Data Flow Management
Complexity and inconsistencies in data synchronization processes. Bottlenecks in data flow and cross-platform functionality.
Falling Behind on Salesforce Enhancements and Updates
Underutilization of Salesforce updates and new features. Need to stay competitive with the latest enhancements.
Need Salesforce HealthCheck?
Success Stories
Delta Dental: Salesforce Audit & Best Practice Alignment
Challenge
Delta Dental had mature Sales Cloud & Marketing Cloud orgs but sought an external audit to validate internal reviews, ensure licensing/permissions/security followed Salesforce best practices, and uncover overlooked risks affecting scalability and compliance.
Solution
MagicFuse performed a structured Salesforce audit using Elements.Cloud and expert consulting. We confirmed strong data, file, and API management, identified governance & security gaps (e.g., license capacity, admin access), and delivered actionable recommendations to streamline permissions, modernize processes, and strengthen compliance.
Technologies Used
Salesforce Sales Cloud, Salesforce Marketing Cloud, Elements.Cloud
Salesforce managed package for Limio
Challenge:
Create managed package enabling seamless B2B and B2C commerce management within Salesforce Service or Sales Cloud for customer service agents.
Solution
Integrated with Limio Commerce and third-party payment systems, Limio provides agents secure visibility into customer history, tracks subscription changes, and offers flexible payment processing. Custom Objects enable customers to customize components to their preferences.
Technologies used:
Salesforce Flows, Apex, Lightning Web Components, Custom Objects, Limio API.
Enhancing a Healthcare Platform with Salesforce Customization
Challenge
Key challenges included seamless document generation, advanced customizations, improved UI, strict data validation, and scalable billing integrations.
Solution
Custom Lightning components for enhanced UX, automated document creation within the Salesforce platform, and tailored workflows. REST API integrations enabled smooth data exchange with external billing systems, while automated validations ensured data accuracy and compliance.
Technologies Used
Apex, SOQL, Lightning Web Components, Flows, Triggers, Custom Metadata, Custom Settings, REST API, Standard Salesforce Functionality.
Cell Therapy Logistics Coordination Portal
Challenge
Key challenges included creating a personalized, user-friendly portal, improving Salesforce UI, coordinating time zones, automating workflows, ensuring compliance, integrating external systems, supporting mobile use, and onboarding multiple stakeholder types.
Solution
A Salesforce Experience Cloud portal was built with role-based dashboards, custom Lightning components, and smart automation. A multi-time zone calendar system streamlined scheduling, while integrated document generation and e-signature workflows simplified paperwork. Real-time REST API integrations connected to external logistics systems, and mobile support enabled on-the-go access.
Technologies Used
Apex, Flows, Triggers, SOQL, Lightning Web Components, Custom Metadata, Custom Settings, REST API, Salesforce Standard Functionality, Service & Experience Clouds.
Salesforce Calendar for Ascent Solutions
Challenge:
Ascent Solutions needed to implement Lightning styles on existing Visualforce pages and develop a Reservation Calendar application for tracking rental items, shipment locations, and availability.
Solution:
We designed and developed two distinct calendar components with unique UI and functionality, ensuring seamless integration with the Ascent Rental package. Additionally, we enhanced backend features and upgraded Visualforce components with Lightning styles for a modernized user experience.
Technologies used:
LWC, Aura, JavaScript, Visualforce, Apex.
Real-Time Salesforce-Postgres Sync at Scale
Challenge:
The client needed real-time, bi-directional sync between Salesforce and Postgres, handling thousands of records with no risk of sync loops.
Solution:
Built a Heroku Node.js integration for Postgres event listening. Implemented Change Data Capture to detect and process data updates. Designed conflict-prevention logic and advanced mapping layers for Salesforce-Postgres alignment.
Result:
Thousands of records synchronized in real time, ensuring accurate data across platforms.
Salesforce managed package for Surfly
Challenge:
Surfly needed a Salesforce-managed package enabling users to collaborate through co-browsing sessions within Salesforce, requiring seamless integration with their external service.
Solution:
MagicFuse developed an LWC component that connects to Surfly’s external service, generating a co-browsing session link. The system creates and stores user IDs within Salesforce, allowing users to initiate and manage sessions effortlessly while leveraging Surfly’s advanced proxy technology.
Technologies used:
LWC, APEX, Custom Metadata.
How MagicFuse Solves Common Salesforce Health Check Challenges
Identify Performance Bottlenecks
We analyze Salesforce instances to find and resolve bottlenecks. Adjust configurations and streamline processes for better performance.
Enhance Security and Data Integrity
Assess and improve security settings and user permissions. Ensure compliance with data protection regulations to improve security health.
Optimize Customizations and Configurations
Evaluate and simplify customizations and configurations. Remove redundant processes and streamline workflows in Salesforce orgs.
Ensure Adoption and User Engagement
Assess user satisfaction and gather feedback. Provide additional training to improve user engagement and user adoption.
Plan for Scalability and Future Growth
Assess scalability and identify limitations. Plan for future growth and make necessary improvements to the Salesforce system.
Streamline Integrations and Data Flows
Evaluate and simplify data integrations. Enhance data accuracy and cross-platform functionality in the Salesforce platform.
Stay Up-to-Date with Salesforce Enhancements
Evaluate the usage of the latest Salesforce updates. Leverage new features to increase productivity and stay competitive.
Need professional Salesforce consultation?
Our Salesforce Health Check Process
Health Check Tool
- We utilize Salesforce’s Health Check tool to establish a baseline security score.
- Our experts evaluate and update your security settings as per Salesforce recommendations to enhance your organization's security health.
Multi-Factor Authentication (MFA)
- We ensure that MFA is enabled for all users to provide enhanced security.
My Domain
- Our team implements My Domain to secure your Salesforce URL and enhance your org's security settings.
Admin Access
- We review all System Administrator profiles and the users assigned to them.
- We ensure that only essential personnel have admin access to maintain security integrity.
Sensitive Permissions
- Our team identifies and manages access permissions for sensitive data to mitigate security risks.
Salesforce Optimizer
- We run the Salesforce Optimizer to identify unused fields, profiles, and roles.
- Our experts analyze and act on optimization recommendations to enhance your Salesforce health.
Documentation
- We diligently document our findings and any changes made for transparency and future reference.
Why Choose MagicFuse for Your Salesforce Health Check?
Expert Analysis by Certified Salesforce Professionals
Benefit from the knowledge and experience of our certified experts.
Tailored Recommendations to Fit Your Business Needs
Receive customized advice and solutions that align with your specific business requirements.
Enhanced System Performance and Security
Optimize your Salesforce environment for better performance and robust security.
Improved User Satisfaction and Productivity
Boost user engagement and productivity through improved system usability and efficiency.
