2022 is well and truly underway now, and we know that the fast-paced life we mostly live often causes us to forget – or at least take for granted – some of basics! 

This week we are going to review the Salesforce Health Check which could very well be one of those things we avoid, forget and / or take for granted.  

What is the Health Check? 

Admins can use the Health Check to assess, identify and fix any vulnerabilities within your org. As well as identifying any potential vulnerabilities and risks, the Health Check will also provide you with a score.  

The score is something that you can use to measure how your org measures against the Salesforce Baseline Standard recommendations. (You can measure yourself against another baseline too – but more on that later!)

The higher the score, the better your compliance and the lower the risk level you are at.  

Admins should be regularly reviewing the Health Check, checking the score, and working with the relevant parties / rest of the business to be as secure as possible.  

How do I access the Salesforce Health Check? 

Thankfully, everything you need is in one place!

Simply search ‘Setup’ for ‘Health Check’ and click on the link.  

The health check screen is divided into a couple of sections.  

The first section is your score in a percentile.  

The next four sections are the high, medium, low, and informational risk security sections. Naturally, the high-risk sections should be treated with the highest priority.  

The four sections each include details of specific settings and will highlight things such as vulnerability (e.g., a critical alert).  

You can use the ‘edit’ link at the end of each row to be directed to an area where you can make changes to a setting. You can get more information about any setting by using a search at help.salesforce.com as a starting point.  

Any settings in the Informational section at the bottom will not factor into your overall score. 

Can I create my own baseline? 

Yes, you can create your own baseline. In fact, you can upload up to five custom baselines! 

To easily create your own baseline, use the cog at the top of the screen next to the Salesforce Baseline score and select the ‘Export Baseline’ option. This will allow you to download the Standard Baseline in .xml format. 

Then, simply open the .xml file, make the required edits and import your custom baseline using the ‘Import Baseline’ option on the same cog mentioned before and follow the onscreen instructions.  

You can then switch between the Salesforce Baseline and your custom baseline(s) with ease!

What next? 

We hope this served as a gentle reminder to check your org health every now and then. Keeping on top of the baseline will reduce your overall security risks and limit the potential for data loss.  

At Ribbonfish, we have decades worth of experience in publishing and IT, and we have a whole suite of innovative publishing-specific products that will truly optimize and improve the way you work.

We would love to show you more, so if you need help either getting your org security in shape, or want to explore our suite of products and other services, contact us via email ([email protected]) Or arrange a call back from us via the form here.

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