Get expert Salesforce org health check services without the cost of a full-time hire. The Mercury Collective provides comprehensive org assessments to help you identify issues, improve workflows, support users, and keep your platform aligned with your business.
Certified Salesforce experts. Comprehensive health assessments. No long-term contracts.
Salesforce Org Health Check, Wherever Your Team Works
Remote teams need thorough Salesforce org health checks to ensure platform stability. When org issues pile up, your team loses time, data quality slips, and process issues start to spread.
Hidden Org Health Issues Slow Everyone Down
Configuration problems, data inconsistencies, automation failures, and performance bottlenecks keep stacking up—while your internal team has bigger priorities.
Diagnosing Org Issues Is Too Complex
You need a thorough Salesforce org health assessment, but not necessarily a full-time administrator with all the overhead that comes with it.
Unidentified Org Problems Create Hidden Friction
Misconfigured automations, data quality issues, and unoptimized processes create friction across sales, service, and operations.
What a Salesforce Org Health Check Includes
The Mercury Collective acts as your Salesforce org health check partner—identifying issues, assessing configuration quality, and recommending improvements to keep your org clean, efficient, and optimized. We help your team understand your Salesforce environment and unlock its full potential.
Mercury offers comprehensive Salesforce org health check services to assess your current setup and identify areas for improvement. If you're not sure what your org needs, we'll help you understand the right approach to optimize your environment.
Your org health check provides a detailed assessment of your Salesforce environment, identifying issues, optimization opportunities, and a clear roadmap to improve performance and reliability.
Org Assessment
Complete review of your Salesforce configuration, data, and processes.
Health Analysis
Identify issues and improvement opportunities that help Salesforce scale with your business.
Security & Governance Review
Evaluate role-based access, profiles, permission sets, and security best practices.
Automation & Workflow Analysis
Assess Flows and other process automations for efficiency and effectiveness.
Configuration Audit
Review fields, objects, layouts, record pages, and other org setup for optimization.
Reporting & Data Quality
Evaluate reports, dashboards, and data integrity to ensure accurate visibility.
Why Teams Choose The Mercury Collective
We provide Salesforce org health checks that are thorough, actionable, and aligned with your business—not bloated consulting for the sake of looking busy.
Certified Salesforce experts
Comprehensive health assessments
Detailed findings and recommendations
Clear, actionable improvement roadmap
Assessment that identifies quick wins and long-term improvements
We help you schedule a comprehensive Salesforce org health check based on your priorities and timeline.
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Receive Your Health Check Report
We deliver a detailed report with findings, prioritized recommendations, and a clear roadmap for improvements—so your team understands your org's health and next steps.
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Deep Dive Analysis
We thoroughly review your org, configuration, data quality, automations, and processes to identify issues and opportunities for improvement.
Frequently Asked Questions
Still have questions? Here are a few common ones about Salesforce org health checks.
What does a Salesforce org health check include?
Is a Salesforce org health check a good fit for small or mid-sized businesses?
Can you assess an existing Salesforce setup?
How long does a health check take?
When will I receive my report?
How is this different from ongoing admin support?
A Salesforce org health check is a comprehensive assessment of your Salesforce environment. It includes configuration review, data quality analysis, automation evaluation, security assessment, and a detailed roadmap of recommendations for improvement.
Yes. It's a strong fit for companies that want to understand their Salesforce org's current state, identify hidden issues, and create a clear improvement plan.
Yes. Mercury can assess existing orgs by conducting a thorough review of your configuration, data, automations, and processes to identify issues and optimization opportunities.
Most org health checks are completed within 1-2 weeks, depending on org complexity and scope.
Mercury delivers your health check report promptly with clear findings and actionable recommendations you can implement immediately.
A Salesforce org health check is a one-time assessment that identifies issues and creates a roadmap, while ongoing admin support provides continuous maintenance and improvement.
We Make Salesforce Simple.
Get a Salesforce org health check that reveals hidden issues and gives you a clear roadmap to optimize your CRM.
