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In complex Salesforce environments—especially those integrating MuleSoft, Heroku, Snowflake, and external systems—technical debt and architectural drift aren’t anomalies. They’re inevitable.
As systems evolve, admins and developers accumulate metadata, automate at multiple layers (Flow, Apex, middleware), and extend the platform far beyond its initial configuration. Over time, it becomes difficult to validate what’s still in use, what’s redundant, and what’s introducing performance or security risk.
A Salesforce Org Health Check provides a structured, technical evaluation of the current state of your org: configuration, automation logic, data integrity, integration reliability, and system security. It’s not a surface level audit. It’s a diagnostic process to help engineering and platform teams regain control, reduce friction, and build with confidence.
At Oktana, we’ve worked on hundreds of Salesforce orgs with legacy code, aggressive growth, or fragmented team ownership. This article outlines how we perform a health check that’s actually useful—one designed for teams that already know what they’re doing, but need a second set of eyes to identify what’s getting in the way.
What You’re Probably Missing
You’re already tracking Apex test coverage. You run Optimizer reports. Maybe you’ve even looked at your Health Check score this quarter.
Still, most organizations we work with (including those managing 7–8 figure ARR through Salesforce) have hidden risk areas like:
- Flaky automation logic spanning Flow, Apex, and external services with no clear ownership
- Stalled migrations halfway between Classic processes and Lightning-native architecture
- Duplicate or shadow integrations built by different teams over time
- Orphaned components: validation rules, record types, and fields that no one can confirm are safe to delete
- Data flows no one monitors, especially between Snowflake, Heroku Connect, and external APIs
These aren’t theoretical issues. They’re expensive, real-world blockers to performance and compliance. Worse: they creep in unnoticed because Salesforce makes it possible to run even when these problems exist.
🔍 What We Actually Look At
We don’t waste time regurgitating the Salesforce Optimizer output. Our health check focuses on what seasoned architects and technical leaders actually need: deep diagnostics, with clear prioritization.
🔹 Architecture & Metadata Complexity
We map your custom object and field usage against business process alignment—not just what exists, but what’s still relevant. This includes:
- Redundant record types, layouts, and field-level clutter
- Process Builder to Flow migration status
- Apex logic that overlaps or conflicts with Flows
- Trigger frameworks that don’t scale
🔹 Integration & Middleware Drift
We evaluate real-world sync behavior between systems—not just whether APIs are configured, but how well they’re behaving:
- MuleSoft: how cleanly you’re separating process layers (System, Process, Experience APIs)
- Heroku Connect: where sync lag or logic offload creates data inconsistencies
- Kafka or Redis queues: how reliably batch jobs are processed under load
- Third-party SaaS: overlap between manual workflows and what should already be automated
🔹 Automation Collision Points
Especially in multi-admin or inherited orgs, automation conflicts are common. We trace:
- Flow-to-Apex overlaps
- Batch jobs conflicting with triggers
- Chained subflows increasing CPU time unexpectedly
- Processes left active post-deployment without rollback logic
🔹 Security & Exposure
Not just Health Check scores—we overlay:
- Field-level security vs user access models
- Misconfigured sharing rules
- Public site exposure points (e.g. Experience Cloud forms or integrations)
- Over-permissioned API clients and OAuth tokens
🔹 Data Quality Patterns
- Where validation is too rigid or too loose
- Where ETL feeds create entropy
- If backups exist for operational restore, not just compliance
- How your Salesforce-to-Snowflake sync logic handles versioning and conflict
🚧 What We Deliver (That You Actually Use)
A lot of assessments die in PDF form. Ours translates directly into action, because we work like your team does: sprint-based, backlog-aligned, and scoped to your roadmap. You get:
- A prioritized issue matrix: not just a list of problems, but cost-ranked by impact and urgency
- Architecture heatmaps: showing density and risk zones by object, automation, or integration path
- Remediation blueprints: stories that can be assigned immediately to in-house or Oktana devs
- Platform alignment brief: how your current implementation stacks up against Salesforce’s roadmap (especially relevant for migrations, composability, and AI-readiness)
🧩 Oktana’s Edge: This Is What We Build Every Day
We’re not a generic dev shop that also “does Salesforce.”
We’re a Summit Partner with:
- 900+ Salesforce certifications
- 450+ multi-cloud implementations
- Full-cycle Heroku and MuleSoft expertise
- Teams staffed with Salesforce devs, QA engineers, solution architects, and platform specialists
Our developers have built AppExchange apps, launched global Experience Cloud portals, and maintained high-scale B2B CRMs running on Service + Marketing Cloud + Snowflake with near-real-time analytics.
We work like an embedded team, not an agency. Clients stay with us for 4–5 years on average because we don’t just fix things—we help evolve them.
🎯 What You Can Expect
Most clients who run our health check see:
- Up to 30% reduction in redundant logic or metadata
- Improved API response times from tighter integration patterns
- Better governance through more accurate role, profile, and access models
- Simplified automation with fewer overlapping Flows and Apex jobs
- Lower costs through AppExchange app audits and storage use clean-up
And critically, they walk away with an org that’s ready to scale, without having to overhaul it from scratch.
🚀 Get Started with a Free 30-Minute Assessment
If you’re planning a product launch, compliance audit, or platform re-architecture this year, run a health check first. It will surface the landmines before you build over them.
🔗 Schedule Your Assessment
You’ll talk to our technical team—no fluff, no sales rep filler. Just a targeted conversation around your org’s architecture, data flows, and performance gaps.