Health Check Services

Optimize Salesforce Performance, Security & ROI

Zuci.AI’s Salesforce Health Check Services deliver a 360° diagnostic review to keep your CRM fast, secure, and aligned with your business goals.

Why Zuci.AI for Your Health Check?

We provide a deep-dive diagnostic to maximize your Salesforce performance, security, and ROI.

Certified Architects & Security Experts

Our multi-cloud experience across industries ensures we understand your org's unique security and performance needs.

End-to-End Support

We don't just deliver a report. We offer full remediation services, from assessment to executing fixes and optimization.

Security & Compliance First

Our governance and regulatory expertise (HIPAA, GDPR, SOC 2) is built into every engagement.

Proven Results

We deliver documented improvements in system performance, operational cost savings, and user satisfaction.

Ready to Maximize Your Salesforce Performance and Security?

What Our Health Check Covers

We audit, optimize, and fine-tune your Salesforce setup to maximize efficiency and ROI.

System Architecture & Configuration

We review your data model, page layouts, and API usage to identify scalability and performance bottlenecks.

Security & Compliance

Our audit covers user roles, profiles, permission sets, and data-sharing rules to identify and fix critical security gaps.

Data Quality & Storage

We assess data hygiene, manage duplicates, and analyze storage usage to provide clear optimization recommendations.

Code & Automation

We analyze Apex, Flows, and Process Builder efficiency to optimize governor limits and improve system performance.

Integrations & Adoption

We audit external integrations, connected apps, and license utilization to improve your overall UI/UX and ROI.

Our Proven Health Check Process

01.

Discovery & Stakeholder Interviews

We begin by understanding your business objectives, critical pain points, and key success metrics.

02.

Automated & Manual Assessment

We use diagnostic tools, custom scripts, and expert manual audits to get a 360° picture of your org’s health.

03.

Findings & Recommendations Report

We deliver a detailed, prioritized report highlighting critical issues, security risks, and immediate quick wins.

04.

Optimization Roadmap & Remediation

We provide a step-by-step plan with ROI projections and can execute all fixes, from data cleanup to code optimization.

Industry-Specific Expertise

Zuci.AI’s Health Check service adapts to the unique needs of each sector.

Manufacturing

Achieved 20% faster production analytics and reduced API call failures by optimizing IoT data integrations and ERP connections.

Financial Services

Improved security posture and reduced breach risk by strengthening regulatory compliance and validating data encryption.

Education Technology

Gained 40% admin time savings and secured student data by assessing multi-campus permissions and LMS integrations.

Real Estate

Enhanced data integrity for portfolio valuation by auditing property management data sync and financial integrations.

IT / ITES

Improved service level compliance and strengthened client data security by assessing ITSM-CRM integration health.

Professional Services

Increased project profitability visibility and cut billing discrepancies by 30% by validating PSA-CRM-ERP integrations.

Healthcare & Life Sciences

Ensured better patient data reliability and system uptime by validating HIPAA compliance and EHR/EMR integration performance.

Trading & Distribution

Enabled a faster order-to-cash cycle and improved customer SLAs by checking real-time inventory integrations for latency.

Why a Health Check Matters

Without regular tuning, your Salesforce org can become slow, insecure, and costly.

Maximize Your ROI

We find and fix unused features, inefficient code, and outdated configurations that inflate costs.

Enhance Security & Compliance

Stay ahead of threats with a comprehensive review of your security settings and data governance.

Improve User Experience

We optimize layouts, automation, and performance to make Salesforce faster and easier to use.

Frequently Asked Questions

Have questions? We have answers. If you don’t see your question here, feel free to contact us.

How often should we perform a Salesforce Health Check?

We recommend at least once per year or after major releases, acquisitions, or significant system changes.

Will it disrupt our operations?

No. Our assessment is non-intrusive and performed in sandboxes or during low-usage periods to avoid disruption.

Can you help implement the recommendations?

Yes. Zuci.AI offers full remediation services, from data cleanup and code fixes to security hardening.

What is the typical timeline?

Most Health Check projects are completed in 2–4 weeks, depending on the complexity of your Salesforce org.