Ensure Your Salesforce Org Performs at Its Best
Your Salesforce org is a mission-critical system — but as your business grows, so does the complexity of managing it. Over time, inefficiencies, security gaps, and performance issues can reduce productivity and limit the value you get from your CRM.
A Salesforce Org Health Check helps you identify hidden problems, streamline processes, strengthen security, and ensure your Salesforce environment is aligned with industry best practices and your evolving business needs.
At SourceITSolutions EMEA LLC (Sharjah, UAE), our Salesforce specialists perform a comprehensive review using both automated tools and expert manual analysis. We deliver clear, actionable recommendations tailored specifically for UAE organizations, helping you improve performance, reliability, and ROI.
Trusted by leading brands
Our customers are a reflection of our unwavering commitment to excellence.
Why a Salesforce Health Check is Crucial for Your Business
As your business scales, your Salesforce setup can become harder to manage and less efficient. Without regular reviews, you may experience:
A regular Salesforce Health Check ensures your org stays secure, efficient, and aligned with your business goals — helping you improve productivity and maximize ROI.
Key Challenges Our Health Check Resolves
Accurate Reporting & Analytics
An improperly configured Salesforce can lead to inconsistent or misleading reporting. Our health check identifies misconfigured filters, outdated dashboards, and data issues so decision-makers can trust their insights.
01
Security & Compliance Gaps
We review your security settings, permission sets, and data access configurations to identify risks and misalignments before they become business liabilities.
02
Performance & Automation Inefficiencies
Overlapping automation, excessive triggers, and legacy workflows can slow down your org. Our assessment highlights these issues and recommends optimization strategies.
03
User Adoption & Experience Issues
Low user adoption often stems from poor page layouts, confusing navigation, or lack of training. We pinpoint these blockers and recommend improvements to streamline user interaction.
04
Hidden Opportunities for Optimization
Health checks also uncover underutilized Salesforce features, automation opportunities, and license or storage cost savings — helping you get more value from your investment.
05
1️⃣ Initial System Exploration — Understanding Your Salesforce Environment
We begin with a comprehensive assessment of your current Salesforce setup to establish a clear baseline. This step helps us understand how your CRM supports day-to-day operations and where gaps may exist.
What we analyze in this stage:
-
Core business processes and key Salesforce objects
-
Integrations with external systems and data flows
-
User roles, permissions, and adoption challenges
-
Existing automation, workflows, and configuration gaps
This discovery phase ensures we have full visibility into your org before conducting the deeper audit.
2️⃣ In-Depth Diagnosis — Technical & Functional Salesforce Audit
Next, we perform a full 360° evaluation of your Salesforce implementation. This audit focuses on technical architecture, security posture, data integrity, and system performance.
Our audit covers:
-
Metadata, custom objects, fields, and overall configuration
-
Security settings, login history, and sharing model
-
Code analysis, flow evaluation, and automation efficiency
-
Performance bottlenecks and workflow design issues
-
Recent upgrades, release impacts, and unused components
This stage ensures every critical area of your Salesforce org is analyzed with precision, supported by AI-based diagnostics where applicable.
3️⃣ Personalised Prescriptions — Your Optimisation Roadmap
After the audit, we prepare a detailed, easy-to-understand Health Check Report that includes expert recommendations and a prioritized roadmap for improvement.
What you receive:
-
A clear Org Health Score with category-wise breakdown
-
Prioritized issues ranked by impact and urgency
-
Actionable recommendations for quick fixes and long-term optimization
-
A phased implementation roadmap aligned with your business goals
Our consultants guide you through each recommendation, ensuring you translate technical findings into measurable business improvements.
Our Structured 3-Phase Salesforce Health Check Methodology
A structured, intelligence-driven Salesforce Org Health Check helps uncover hidden inefficiencies, improve system adoption, and prevent unexpected performance or security issues. Our process blends expert analysis with AI-powered insights to give you a complete, actionable understanding of your CRM.
Why UAE Businesses Choose our services
Local Presence in Sharjah
– Fast communication, dedicated support, and UAE-aligned delivery
01
Transparent, Client-First Delivery
– You get clear updates, open communication, and full visibility throughout the entire health check process.
02
Regional Integration Expertise
– Deep understanding of UAE, GCC, and African market needs and business culture.
03
Secure, High-Quality Delivery
– Our assessments follow strict security standards to keep your Salesforce data protected and compliant.
04
Business-Centric Results
– We deliver improvements that directly enhance speed, reporting accuracy, automation, and overall Salesforce ROI.
05
Tailored Health Check Plans
– Services are customised to business needs, addressing low adoption, slow performance, or post-release issues.
06
Certified Salesforce Professionals
– Experienced consultants specializing in CRM, Cloud, Integration, and automation.
07
Ready to Transform Your Business?
Connect with our UAE Salesforce specialists to book your free org health check and identify high-impact opportunities for optimization.
Contact Our UAE ExpertsContact Our UAE Experts
