What is a salesforce organization health check?

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You have probably heard the expression “if it works, don’t touch it”. It is a maxim that is very present in the world of computing, however, it should not be applied 100%. Most system administrators and Salesforce administrators are not exempt; they live each work day saturated with requests to satisfy. Through multiple configurations, Salesforce administrators manage to adapt organizations to the particularities of each company. It often happens that, driven by the urgency of daily satisfaction of critical demands, during these customizations, they overlook security recommendations. This is when the system can be exposed to vulnerabilities.

How often do you stop to ask yourself how your organization’s security is doing? Perhaps much less than you should. Whether you’re a project manager, consultant, or administrator, your organization’s Health Check gives you a snapshot of everything that, even if it’s working, could be tweaked and improved.

In this article we will introduce you to Health Check and its importance for your organization.

What is the Salesforce Health Check?
Health Check is a native Salesforce feature that lets you view a detailed security assessment of your Salesforce implementation. It runs to identify issues, risks, and vulnerabilities in your configurations and customizations, and provides you with insights to improve your organization’s overall security.

Salesforce is a very flexible platform and customizations luxembourg whatsapp lead are very common. Users often deploy applications and make adjustments to make the system respond as best as possible to their company's way of working. This is why both the platform and the users are responsible for ensuring the security of the work environment. Health Check is a tool that provides the necessary information to identify inactive security mechanisms or configurations that may constitute vulnerabilities. This information is very useful to prevent security breaches when custom applications and codes are added to the organization.

With just one click, through Health Check, you can run a deep assessment of all your security settings. Configuration parameters will be compared to baseline (default, standard values ​​recommended by Salesforce).

At the end of the analysis, a score will be displayed in a dashboard indicating the security status of your organization. This score is expressed on a scale of 0 to 100, where 100 is the optimal configuration.

State of your organization's security
On this same screen you will be able to view the list of all the configurations examined, with their status and the option to edit them. If you have full control over the impact that each value of your configuration has on customizations, integrations, users, etc., you can click on the Fix Risks button and adjust all the configurations that constitute a risk to the baseline value at once. You must be very careful with this option, because you can get unexpected results.

Recommendations based on score
As mentioned above, all security checks for an organization are performed against baseline values. In industries such as healthcare and finance, legal security requirements are generally stricter than those set by default by Salesforce. In these cases, the application allows you to import a custom baseline in XML format.

Why is it important to consult the Health Check?
On the Internet, no software is free from threats. SaaS like Salesforce are especially sensitive due to the amount of strategic information they contain and the numerous users who can access it from almost any device. Consulting the Health Check allows you to know how exposed or protected your organization is against common security threats such as online password hacking or malicious code injection.

Safety aspects assessed by a Health Check include:

Session-level protection in parameters such as the maximum number of login attempts, closing when the timeout ends, restricting sessions to a specific domain and a source IP.
Connection-level protection is achieved in two ways. First, by requiring HttpOnly to mitigate risk in client-side code, which is executed via a cookie. Second, by checking the update status of all certificates.
Security policies for passwords such as length, expiration, and complexity (the use of a combination of letters, numbers, and special characters).
Content security policies, which protect your organization from XSS (Cross-site scripting) attacks.
Protecting the execution of both Apex and Visualforce page code against CSRF (Cross-Site Request Forgery), XSS, and Clickjacking.
Some of the benefits of Salesforce Health Check are:

Identifies non-optimal configurations that may affect security.
Detect potential vulnerabilities.
Provides recommendations to improve security implementation.
Review best practices for using Salesforce.
It is important to consult the Health Check after each customization and configuration change you make. It is recommended that, every time you implement changes to your security policies, you run a status report before and after. It is a good practice to keep the reports you obtain on each occasion as part of your environment documentation. This way, you can significantly improve your security level.

[Jiemc]

A Salesforce organization health check is an assessment tool used to evaluate the performance, security, and overall health of your Salesforce environment. It provides insights into various aspects, such as system configurations, data quality, and potential issues that could impact efficiency or security. By regularly performing health checks, organizations can ensure their Salesforce platform runs optimally and meets business requirements. You can also leverage insights from the healthcare industry to improve performance, such as understanding how digital transformation is shaping healthcare solutions through advanced technologies. For more details, check out this link: https://www.cleveroad.com/industries/healthcare/.