Salesforce Health Score

Answer 5 quick questions to assess the health of your Salesforce org.

User Adoption

Step 1 of 5

How would you describe user adoption in your Salesforce org?

High - Most users actively use Salesforce daily
Medium - Some teams use it, others avoid it
Low - Users often work around Salesforce
Very Low - Significant resistance to using the system

Data Quality

Step 2 of 5

How confident are you in your Salesforce data quality?

Very confident - Data is clean, consistent, and reliable
Somewhat confident - Some duplicates and inconsistencies exist
Not very confident - Frequent data issues cause problems
Not confident at all - Data quality is a major concern

Process Alignment

Step 3 of 5

How well does your current Salesforce setup match your business processes?

Excellent - Salesforce mirrors our actual workflows
Good - Mostly aligned with some workarounds needed
Fair - Significant gaps between system and reality
Poor - Salesforce feels disconnected from how we work

Reporting & Analytics

Step 4 of 5

How would you rate your reporting and dashboard capabilities?

Excellent - We get the insights we need when we need them
Good - Basic reporting works, but we want more
Fair - Reports often require manual work or exports
Poor - We struggle to get meaningful insights from Salesforce

Technical Health

Step 5 of 5

How often do you experience technical issues or limitations?

Rarely - System runs smoothly with few issues
Occasionally - Some recurring issues we've learned to manage
Frequently - Technical problems impact productivity weekly
Constantly - Major issues that we can't seem to resolve
0
out of 100

Category Scores

User Adoption -
Data Quality -
Process Alignment -
Reporting & Analytics -
Technical Health -
Answer each question to calculate your Salesforce Health Score.