Get expert Salesforce health check services to assess and optimize your platform. The Mercury Collective provides comprehensive Salesforce org health checks to help you identify gaps, improve workflows, support users, and keep your platform aligned with your business.
Organizations need visibility into their Salesforce environment's health. When org assessments are overlooked, your team loses confidence in data quality, performance issues go undetected, and optimization opportunities slip away.
No Clear View of Your Salesforce Environment
Configuration drift, unused fields, performance bottlenecks, and security gaps accumulate silently—while your internal team has bigger priorities.
Assessing Your Org Requires Specialized Expertise
You need a thorough health check of your Salesforce environment, but conducting one requires deep platform knowledge and time you may not have available.
Hidden Issues Impact Performance and Adoption
Unoptimized configurations, data quality problems, and performance issues create friction across sales, service, and operations.
What a Salesforce Health Check Includes
The Mercury Collective conducts a comprehensive Salesforce health check—evaluating your org's configuration, performance, security, and optimization opportunities. We provide actionable insights that help your team understand your environment and prioritize improvements.
Comprehensive Salesforce Health Check, Built to Scale
Mercury offers comprehensive health check services for businesses that need a thorough assessment of their Salesforce environment. If you're not sure what improvements your org needs, we'll help you identify optimization opportunities and create an actionable roadmap.
We help you determine the scope of your health check based on your org size, complexity, and specific concerns.
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Receive Your Health Check Report
We deliver a comprehensive report with findings, risk assessments, and a prioritized roadmap for improvements—so your team knows exactly what to address first.
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Conduct Comprehensive Analysis
We thoroughly evaluate your org's configuration, performance, security, and data quality to identify gaps, risks, and opportunities.
Frequently Asked Questions
Still have questions? Here are a few common ones about Salesforce health checks.
What does a Salesforce health check include?
Is a health check a good fit for small or mid-sized businesses?
Can you assess an existing Salesforce setup?
Do you provide recommendations after the health check?
How long does a health check take?
How is a health check different from ongoing admin support?
A Salesforce health check is a comprehensive assessment of your org's configuration, performance, security, and data quality. It identifies gaps, risks, and optimization opportunities so you can prioritize improvements.
Yes. It's a strong fit for companies that want to understand their org's health, identify technical debt, and plan improvements without ongoing support.
Yes. Mercury can assess existing orgs by conducting a thorough evaluation of your configuration, performance, and optimization opportunities.
Yes. Mercury provides detailed findings and a prioritized roadmap so you can implement improvements strategically.
Mercury conducts health checks efficiently and delivers comprehensive findings quickly so you can start planning improvements.
A Salesforce health check gives you a clear picture of your org's strengths and weaknesses, helping you prioritize improvements and avoid costly issues down the road.
We Make Salesforce Simple.
Get a Salesforce health check that reveals opportunities to optimize your CRM and align it with your business goals.
