Salesforce Org Health Monitor: OOTB Toolkit

If your deployments are stumbling or users are getting throttled, it’s usually not a mystery—it’s the basics: API calls, storage, security posture, or admin changes sneaking up on you. Good news: Salesforce gives you a solid out-of-the-box toolset to keep the org healthy without building anything custom. Here’s the field guide, with exactly where to click and what to watch.

Core OOTB Tools

System Overview – your single-screen pulse check

What it shows: Org-level usage and limits (API requests, storage, users, UI limits), and Salesforce posts warnings as you approach caps (e.g., 95% for many limits).

How to open: Setup → System Overview. You can also configure the message types you want to see.

Watch for

• Daily API Requests near the threshold
• Data/File Storage creeping up
• Sudden spikes in UI/feature usage (often a symptom, not the cause)

Storage Usage – stop surprises before they’re expensive

What it shows: Current Data Storage and File Storage totals, plus breakdowns you can investigate.

How to open: Setup → Storage Usage. This is the canonical place to validate storage consumption.

Watch for

• Objects with outsized record counts or growth
• Large files/users consuming disproportionate space
• Trends that imply you’ll need additional storage (budget early)

Salesforce Optimizer (App) – actionable hygiene, not just a report

What it does: Analyzes your org in an interactive app with prioritized, actionable recommendations to reduce complexity, clean up unused features, and improve performance/adoption. You can run it in Prod or Sandboxes.

How to run: Setup → Optimizer (App). Run on demand or schedule periodic runs.

Watch for

• “High impact” items tied to performance, profile/perm sprawl, unused fields
• Quick wins you can batch into your monthly cleanup

Security Health Check – measure and fix risk on one page

What it does: Compares your org’s security settings against Salesforce’s Baseline Standard and gives a 0–100 score, with guided fixes. You can also import custom baselines if your company has stricter standards.

How to open: Setup → Health Check.

Watch for

• High/medium risk items (session timeouts, password policies, clickjack protection)
• Score movement month over month; enforce “no release below X score”

Event Monitoring (Salesforce Shield) – Visibility into behavior & performance

What it does: Detailed security, usage, and performance telemetry (logins, report exports, API usage, page performance, and more). With Real-Time Event Monitoring, you can monitor standard events nearly in real time.

How to use (at a glance)

• Start with the overview to understand available logs and use cases.
• Use Event Manager to view and manage real-time events.
• Keep an eye on the release notes for new event types (they add value frequently).

Watch for

• Anomalous login activity or mass report exports
• API surges tied to integrations
• Slow page views indicating UX or network issues

Lightning Usage App – adoption and usage insights

What it does: Built-in app for adoption metrics: daily active users, most visited pages, users switching back to Classic, and more. Great for spotting UX friction and training needs.

How to open: App Launcher → Lightning Usage.

Go deeper: Use Lightning Usage App objects to build custom reports for your stakeholders.

Setup Audit Trail – know who changed what, and when

What it does: Tracks the most recent setup changes in your org (admins, settings, metadata changes) so you can correlate incidents with configuration changes. SalesforceSalesforce Developers

How to open: Setup → search View Setup Audit Trail.

Watch for

• Changes aligned with outages or performance dips
• High-risk changes pushed during code freeze/release windows

Summary – A simple operating cadence (copy/paste to your runbook)

• Daily: System Overview (API calls, storage), Storage Usage quick glance.
• Weekly: Optimizer run review + Lightning Usage App for adoption friction.
• Monthly: Health Check score review; action all High risks.
• Continuous (Shield orgs): Event Monitoring dashboards/alerts for logins, API spikes, report exports.
• On every incident: Correlate with Setup Audit Trail changes before you speculate.

What do you think – are we missing any OOTB gems (e.g., Release Updates, Login History)? Share your go-to pages and I’ll fold them into the checklist.