Generate on-demand security posture reports and get step-by-step remediation guidance with the Health Assessments Agent. Evaluate your org against Salesforce security best practices across authentication, permissions, data security, API configurations, and compliance. Ask questions about specific findings, get remediation guidance, and track progress across scans.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions. Available exclusively to Signature Success customers. The Health Assessments Agent requires the Foundations add-on. To inquire about access, contact your Salesforce account executive.
Who: Users with the System Administrator profile can generate reports.
Why: Security incidents often stem from misalignment with security best practices rather than gaps in capability. Security Health Review gives you a continuous, risk-informed view of your org's security posture and turns findings into actionable next steps. Run reviews across multiple Salesforce orgs from a single interface. Compare findings across orgs and coordinate remediation consistently, without logging into each org individually. You can also download a report as a formatted PDF to share with stakeholders.