Join Christopher Matthew Spencer for an in-depth discussion in this video Health check, part of Learning Salesforce Admin.
- [Instructor] There's a cool tool for reviewing…the health of a Salesforce account,…and as an administrator, you can use Health Check…to locate and mend sensitive vulnerabilities…in the security of your account.…Let's see how Health Check works.…First we need to be signed in,…and we're starting at the home tab.…And then over on the right-hand side,…we can click on the gear cog icon…and then click Setup.…And a new tab opens up for Setup,…and then over here on the Quick Find box,…let's type in the word health.…
From here in the menu, we'll select Health Check.…Now after a brief moment, a score is presented.…And here we have a score of 78%, which is good,…but we can do better.…The Health Check score is calculated…using a proprietary method set up by Salesforce,…and it measures the quality…of your account's security settings…as compared to Salesforce's baseline standards.…Now if your account meets or exceeds a standard…in all categories, you'll reach a hundred.…
By default, a new Salesforce account has an initial score…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Intermediate
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Learning Salesforce.com Developmentwith Duard Lynn Davis1h 46m Intermediate
Salesforce for Sales Managerswith Christine Volden46m 47s Advanced
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
6. Data Management
7. Data Security
Next steps1m 14s
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