Log into your Salesforce org Go to the Setup page. In the Quick Find box type Health Check (or scroll down the Setup menu to Security Settings) Select Health Check.
What is NPSP health check in Salesforce?
As with your own health, your Salesforce org benefits from a regular check-up. Fortunately, there’s NPSP Health Check, a tool that scans your org for data and configuration inconsistencies and errors and reports back with descriptions of what seems to be wrong.
What is Salesforce health check?
With Health Check, you can identify and fix vulnerabilities in your security settings, all from a single page. A summary score shows how well your org is aligned with the Salesforce-recommended standard. Typically, if you change your settings to be less restrictive, your score decreases.
How do I set the baseline for health check in Salesforce?
From Setup, enter Health Check in the Quick Find box, then select Health Check. In the baseline dropdown (1), choose the Salesforce Baseline Standard or a custom baseline. The baseline consists of recommended values for High-Risk, Medium-Risk, Low-Risk, and Informational Security Settings (2).
How do I run an NPSP health check report?
In the left menu, click All Folders and then click NPSP Health Check in the report list. Click the Opportunities with Primary Contact Roles report. The report is limited to opportunities with a close date in the last 90 days by default, so you may need to adjust the date filter.
How do I run a health check in Salesforce?
Identify and Fix Security Risks in Your OrgLog into your Salesforce org.Go to the Setup page.In the Quick Find box type Health Check (or scroll down the Setup menu to Security Settings)Select Health Check.
How do I create a health check report in Salesforce?
It is important to follow a clear process when conducting your Salesforce Health Check, which I have divided into four steps.Step 1 – Check the Salesforce Contract and Product Usage. Salesforce Contract. ... Step 2 – Security Check. “Health Check” ... Step 3 – Check Access Controls. ... Step 4 – Org Build Analysis.
What does Npsp health check do?
As with your own health, your Salesforce org benefits from a regular check-up. Fortunately, there's NPSP Health Check, a tool that scans your org for data and configuration inconsistencies and errors and reports back with descriptions of what seems to be wrong.
How is health check score calculated Salesforce?
The Health Check score is calculated by a proprietary formula that measures how well your security settings meet either the Salesforce Baseline Standard or your selected custom baseline. Settings that meet or exceed compliance raise your score, and settings at risk lower your score.
How do I run Optimizer report in Salesforce?
Run Salesforce OptimizerFrom Setup, enter Optimizer in the Quick Find box, then select Optimizer.Click Allow Access to authorize Optimizer to analyze your org. Check the attestation checkbox, and click Save and Close.Click Open Optimizer. This launches the app in your org. ... Click Run Optimizer.
Why Salesforce health check is important?
Salesforce Security Health Check is an important tool for Salesforce administrators who are responsible for the well-being of the Salesforce org and work for its improvement. With this tool, they can take note of all vulnerabilities and work toward eradicating the same with the help of their team.
What is Optimizer report in Salesforce?
What is the Salesforce Optimizer Report? The Optimizer Report is a free and simple tool that takes the guesswork out of your Salesforce org and looks for potential problems in your implementation. This PDF report can be generated at any time to flag potential issues that may be hindering your instance.
What is require HttpOnly attribute?
1. Require HttpOnly Attribute. An HttpOnly Cookie is a optional attribute added to a browser cookie that prevents client-side scripts from accessing data. This attribute is set by web server while sending response back to web browser.
What is Salesforce shield?
Salesforce Shield is a trio of security tools that helps you build extra levels of trust, compliance, and governance right into your business-critical apps. It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.
How does HttpOnly work in Salesforce?
Setting the HttpOnly attribute will change how an app communicates with the Salesforce server by increasing the security of each cookie the app sends. Since HttpOnly prevents cookies from being read by JavaScript, the browser can receive the cookie but it cannot be modified in the browser.
Why is it important to build custom apps for Salesforce?
When you build custom apps to run on your Salesforce org, it's important to ensure that your Salesforce instance is secure in addition to securing the apps themselves. Since the majority of custom applications are business specific, it's likely that the apps you build will be specific to your Salesforce org.
Why is health check important?
This feature is important because any time you build and deploy a custom app, you impact the security of your org as a whole.
What is XSS protection?
Enable the XSS protection setting to protect against reflected cross-site scripting attacks. If a reflected cross-site scripting attack is detected, the browser shows a blank page with no content. If there is no content, scripts cannot be used to inject attacks.
Does Salesforce use Aura or LWC?
However, in general, Salesforce is moving away from using Aura components and using LWC instead. LWC are custom HTML elements built using HTML and JavaScript. LWC and Aura components can coexist and interoperate on a page. To admins and end users, they both appear as Lightning components.
Why is a Health Check Important?
As a Salesforce Admin, developer, and consultant (for over a decade now), I know how difficult it can be to maintain a healthy, mission critical org.
Documenting Your Health Check
Before we dive into our Health Check, just a brief note on documentation – one could argue that the state of your org Documentation could (and should) be part of this exercise.
Conducting the Health Check
It is important to follow a clear process when conducting your Salesforce Health Check, which I have divided into four steps.
oAtlas – Understand, Document and Report on Your Salesforce Org
I’ve completed the exercise above for more orgs than I can count, either as I came into new orgs as a consultant, or as I tried to improve existing ones as an Admin. This led me to dream up a tool to “quickly understand how an org is built and how it’s being used.” Fast forward five years, and oAtlas was born.
Summary
I hope this guide to conducting a Salesforce Health Check has helped you to make your Salesforce org healthier! A Salesforce system is a big investment, and ensuring its health is one of the best ways to protect it.
Ever Wish You Had a Dashboard to Assess Your Security Settings?
We have good news — you do! It’s called Health Check, and it's available in Setup. As an admin, you can use Health Check to improve your org’s overall security and even improve your score with one click. You can even run it before you’re done with this module! Don’t worry, we’ll wait here until you're done.
Identify and Fix Security Risks in Your Org
Now that you're aware of Health Check's capabilities, let's try it out.
Custom Baselines
Health Check is set up to automatically measure your org's security against the Salesforce baseline (called Stand Values in the tool), but you can also import your own baseline for a more customized view of security. These are called Custom Baselines in the tool and you can add them by simply importing an XML file.
View Security Across Multiple Orgs with Security Center and Optimizer
If you run a Salesforce environment with multiple orgs, you can use the power of Health Check across all of your orgs with Salesforce's Security Center. This tool is an add-on and not available out of the box like Health Check, but has a deeper level of capabilities that span multiple orgs.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
How many baselines can you upload to Salesforce?
You can upload up to five custom baselines to use instead of the Salesforce Baseline Standard. From Setup, enter Health Check in the Quick Find box, then select Health Check. In the baseline dropdown (1), choose the Salesforce Baseline Standard or a custom baseline.
What is a baseline health check?
The baseline consists of recommended values for High-Risk, Medium-Risk, Low-Risk, and Informational Security Settings (2). If you change settings to be less restrictive than what’s in the baseline, your health check score (3) and grade (4) decreases.
