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Salesforce Health Check

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Salesforce Health Check

Health is considered very important and is one of the indispensable aspects that need to be taken care of every time. The same applies in the case of Salesforce where the Security Health Check is required after a fixed interval of time so as to make the implementation processes error-free. It is also done to ensure the productivity and efficiency of the working system.

If you are working as an administrator, you definitely can use the health check tool for the identification and fixation of the risks and vulnerabilities that may occur in the settings of Salesforce Health Check.

The baseline of health check

All these potential problems can be handled on a single page and finally, we can get the health check score that can summarise the measures to be taken against the baseline of the Security Health Check.

The salesforce base standards are one of the measures to check security and regularly check the health of Salesforce. The security checks are available both in the case of Salesforce classic and lightning experiences in favour of the addition such as professional and unlimited.

You also need to assure that some user permissions are required for going the health check and exporting the custom baseline. This permission is needed for viewing the Salesforce Health Check and manage the health check is required for importing the custom baselines in the form of user permission.

Methods of fixation of risks

The fix risk buttons are used for changing the settings but not all settings can be transformed using such buttons. If you are not able to find the setting on the fix risk screen, then you have to make the changes manually by using the edit link which is available on the health check page.

The fixation of the risk limitations can be done with the help of either calculating the health checks for the creation of the custom baseline for Salesforce Health Checkup.

There are certain baseline file requirements that need to be imported successfully so that you can be sure that the file and other associated settings are helping in meeting the requirements of the system using Salesforce Optimizer.

Calculation of health check score

For the calculation of the health check score, we need to apply the proprietary formula that helps in measuring the extent of working of security settings that are able to meet the requirements of the baseline standards for their help in the selection of the custom baselines.

You need to see the working of those settings that are exceeding the compliance that is helping to raise the score of health check-ups and verifying all the settings which are at risk and considering some problem with the lowest score.

If you want to check your health score you need to consider the four risk categories which include medium risk, high risk, low risks, and informational. These are the four categories of risk that majorly affect the score of the health check of Salesforce where you can see the high-risk setting bear the maximum weightage.

For the consideration of the lowest settings, the settings count the least, and the other settings such as medium–risk settings, live in the middle of the count and helps in making the settings according to the factors and parameters that are prevailing or impacting the standards that are already being created.

Percentage risk score

You can make the recommendation according to the percentage of the risk. If the percentage score is the line between 0 and 33 you can recommend that the higher risks are associated with the system and their health needs to be improved soon.

If the percentage is between 34 and 66, the recommendation should be in the favour of remediation of the high risk that a prevailing for the short term and also the risk called medium risk existing in the long term.

If the percentage is lying between 67 and 100 then you need to proceed with the process of reviewing the health check after a regular interval for the remediation of the risk factors.

Creation of custom baseline for Salesforce Health Check

For maintaining Salesforce Health Check, you can complete the work of importing the customized baseline so that you can make a comparison of the security settings existing in your org with the standards created by you in the context of Security Health Check. You can also compare the security settings with the sales force at amended standards and improve things accordingly.

You can consider one example of a kind of industry or a business where you can make the creation of a custom security baseline using the standards known as FINRA standards. You can also go ahead with importing the health check custom baseline and try to meet every requirement with the help of the settings created by you.

It is one of the very important facts that you are not allowed to add or delete any kind of settings that are related to a health check from the files but you can make a transformation associated with the values and risks.

If you want to make the creation of a custom baseline for the health check you need to export all the baseline standard files by making the selection of export baseline that is available in the base and control menu.

The importance of XML files

You can also make the editing process of the XML file using the text editor. Also, you can make the adjustments of the categories of the risk for the customisation of your health check scoring.

You can also make the modification in the setting values by making the changes in the custom baseline file requirements but there is one limitation that you are not allowed to change certain values and settings that contain some restrictions in the form of value options.

Parting tips

Hope you got enough idea of checking the health status of Salesforce regularly. The security health check is one of the powerful means of maintaining the productivity and feasibility of all the implementation processes within the Salesforce organization. Try to calculate the health check-up score regularly and maintain an effective working process.

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