In today’s video, we’re going to show you how to use Health Check in Salesforce. This tool helps you assess your org’s security and next steps to improve your score with clicks. Salesforce uses its own baseline standard to create a score for your org based on recommended settings, but you can also import your own baseline to better suit your org’s needs. To use Health Check in Salesforce, follow these steps:
- Navigate to Setup.
- In the Quick Find box, type and select Health Check.
- The Health Check tool will populate a score based on its own baseline, as well as a list of recommendations to fix security risks. For each item, you can select Edit to go directly to the setting to change settings.
- You can also select the Fix Risks button to change all settings to the recommended values – however, we recommend doing this in a sandbox first to ensure it doesn’t break any features for your users.
For more educational videos be sure to subscribe to our Youtube channel. or subscribe to our blog to receive weekly updates on the Salesforce topics you want to hear about. If you still need assistance with your Salesforce org, feel free to reach out to us. We can provide a free consultation or discuss our Salesforce implementation and consultation services.
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.