Salesforce Health Insights checks your org against Salesforce standards and ranks recommendations for Product Adoption and Implementation Health, all in one view inside your org. Ask the built-in Health Insights Agent about any finding to get a step-by-step remediation plan.
Salesforce Health Insights is available exclusively to Signature Success Plan customers on Salesforce Platform. Contact your Customer Success Manager if you have more questions.
Where: This change applies to Lightning Experience for customers with a Signature Success Plan on Core products, at no extra cost. Sales Cloud and Service Cloud orgs get Product Adoption and Implementation Health. Government Cloud orgs and other Core orgs, such as Data 360, Marketing on Core, and Platform orgs, get Implementation Health only.
When: This functionality is available on a rolling basis starting October 27, 2026.
Who: Users with the System Administrator profile have access by default. To give other users access, assign them a permission set with one of these permissions:
- View Health Assessments to view insights, run scans, and download reports
- Manage Health Assessments to view insights, run scans, download reports, and disposition findings
We recommend giving access only to technical and security users. To use the Health Insights Agent, your org needs Agentforce turned on and an Einstein generative AI entitlement, such as Salesforce Foundations.
Why: Instead of piecing together org health from the Customer Success Score, Security Health Review in Setup, and manual reviews, you now get findings ranked by severity, so you know what to fix first. Health Insights covers two areas:
- Product Adoption shows License Utilization, the percentage of provisioned Sales Cloud and Service Cloud user licenses that were active at least once in the past 30 days. It also shows Product Outcomes, such as Grow the Number of Customers, Improve Pipeline, and Improve Customer Loyalty. Each outcome unlocks when you use a feature that supports it. For each outcome, you get up to three Feature Recommendations, ranked by expected return and based on how your org is configured and used.
- Implementation Health scans your security settings, including authentication, user permissions, data security, API, and compliance settings. It also scans Process Automation for workflow rules and legacy actions to migrate to record-triggered flows. Health Insights ranks the findings from Critical to Compliant and lists Salesforce Mandates, the baseline controls that every org must meet, first.
Find security gaps, and find legacy automation before that automation stops running at retirement. You can also see which licenses and capabilities you pay for but don't use. Your Customer Success Manager sees the same insights, so your success conversations start from shared data.
How: You don't need to install anything. When the rollout reaches your org, open Salesforce Health Insights from the App Launcher, or click the Org Health tile on Setup Home. To get current Security and Process Automation findings, click Run New Scan on the Implementation Health tab. You can run one scan per org per week, and results stay available between scans. Product Outcomes refresh weekly, and License Utilization and Feature Recommendations refresh monthly. You can export the results as a CSV or PDF file.
In orgs that meet the agent requirements, the Health Insights Agent is on by default, and agent conversations don't use Flex Credits. In other orgs, the agent is off, but the dashboard views still work.