Why Every Salesforce Org Needs a Health Check in 2025 — And How Hexaview Does It Differently
In 2025, your Salesforce org is more than just a CRM—it’s the backbone of your business operations. Even the most robust Salesforce platforms can silently accumulate inefficiencies, security gaps, and compliance risks. Without a Salesforce health check, these hidden issues can slow workflows, reduce productivity, and impact ROI.
The Growing Importance of Salesforce Health Checks
Over time, Salesforce orgs naturally develop technical debt, redundant workflows, and outdated configurations. These issues can hinder user adoption, reduce operational efficiency, and create bottlenecks.
For regulated industries like WealthTech, FinTech, and HealthTech, compliance is critical. Examples include:
WealthTech: A financial advisory firm using Salesforce Financial Services Cloud faced slow portfolio reporting due to redundant workflows and outdated validation rules. After a health check, optimization reduced report generation time by 40%.
FinTech: A payments platform struggled with inconsistent KYC data. Hexaview’s assessment revealed gaps in data validation and access controls, ensuring KYC/AML compliance and smoother operations.
HealthTech: A telemedicine provider had uncontrolled access to patient data across multiple Salesforce objects, risking HIPAA violations. A targeted health check streamlined permissions and automated audit logs, ensuring compliance and faster user onboarding.
These cases show why Salesforce org optimization is essential for maintaining performance, compliance, and scalability.
Key Benefits of a Salesforce Health Check
A comprehensive Salesforce health check delivers measurable benefits:
Optimized Performance: Streamline workflows, eliminate bottlenecks, and accelerate processes.
Enhanced Security: Detect vulnerabilities and ensure access controls align with best practices.
Regulatory Compliance: Maintain an audit-ready org compliant with SEC, HIPAA, and KYC/AML regulations.
Improved Data Quality: Standardize, clean, and de-duplicate data for accurate decision-making.
Automation Efficiency: Identify manual tasks suitable for automation, reducing errors and saving time.
How Hexaview Performs Salesforce Health Checks Differently
Hexaview combines technical expertise with industry knowledge to deliver compliance-focused, outcome-driven Salesforce health assessments:
Tailored Industry Compliance: Custom solutions for WealthTech, FinTech, and HealthTech ensure your Salesforce org is scalable and audit-ready from day one.
Data-Driven Insights: Using Salesforce-native tools and custom analytics, Hexaview provides actionable recommendations with measurable impact.
Proven Track Record: Over 300 successful projects and a CREST-tier Salesforce partnership demonstrate Hexaview’s strategic and technical excellence.
Enterprise Simplification: Streamlined workflows reduce friction, accelerate time-to-value, and foster innovation in complex environments.
Conclusion
A Salesforce health check in 2025 is no longer optional—it’s a necessity. By proactively addressing inefficiencies, ensuring regulatory compliance, and optimizing performance, organizations in WealthTech, FinTech, and HealthTech can maximize ROI and empower their teams. Hexaview stands out by delivering industry-specific, audit-ready, and actionable health assessments, turning routine checks into measurable business impact.
