Salesforce Health Insights: Know What to Fix First

Salesforce organizations often become complex over time, making it difficult to identify and prioritize issues, according to Salesforce Blog. As organizations grow and add new products and custom fields, the signals that describe performance are scattered across various tools. This results in an overwhelming amount of information, making it challenging to determine what matters most.

The Salesforce Health Insights solution aims to address this issue by continuously scanning the organization and evaluating it against benchmarks. It then provides prioritized, AI-powered next best actions to help organizations understand and improve their health. This solution is designed to replace manual org health reviews, which can take up to three weeks to complete and may be outdated by the time they are finished.

As organizations scale, visibility into their health can break down, with different teams seeing only a slice of the overall picture. Admins, security teams, architects, and business owners all have different views of the organization, making it challenging to get a comprehensive understanding of its health. Salesforce Health Insights provides a shared source of truth, answering key questions such as what products are being used, what needs attention, and what to do next.

The solution provides instant and on-demand insights with context-aware next best actions across two pillars: Product Adoption and Implementation Health. Product Adoption helps organizations understand which products they are using and where there is room for growth, while Implementation Health delivers severity-ranked insights across security and process automation.

Salesforce Health Insights improves org health by providing instant insights and personalized recommendations. The solution connects configuration metadata with runtime telemetry, such as request volume and peak-business-hour traffic, to reveal which components matter most to the business. It also provides a headless design, allowing insights to be delivered through various interfaces and agents.

The solution is designed to help organizations get more value from their Salesforce investment. It is available to certain customers at no extra cost and can be accessed through the App Launcher. Organizations can learn more about Salesforce Health Insights through various resources, including knowledge articles and videos.