Maximising System Confidence with the Mint® Salesforce® Health Check
- Health Check
- Healthcare & Life Sciences
- Non-Profit
- Sales Cloud
Mint®’s Salesforce® health check helped Salutem Care and Education strengthen their platform by removing inefficiencies, tightening security, and aligning their Salesforce® setup with the way their teams actually work. As a national care provider operating across more than 130 services, Salutem needed their system to be as dependable as the care they deliver. Mint® made sure it was.
Mint® partnered with Salutem to deliver a comprehensive Salesforce® audit and optimisation. Our goal wasn’t just to fix what wasn’t working, it was to future-proof the platform and give users full confidence in the system’s reliability, relevance, and security.
We started with user access. Dozens of inactive accounts were cluttering the system and creating unnecessary risks. Mint® cleaned and streamlined user permissions to ensure access was limited to only those who needed it, enhancing both governance and day-to-day usability.
From there, we turned to automation. Existing workflows and approval processes had become outdated, no longer matching the operational flow of the organisation. Mint® modernised key processes and rebuilt automations using current Salesforce® best practices, making the system faster, clearer, and easier to maintain.
Key improvements included:
- User Management Cleanup: Inactive and outdated accounts were reviewed and removed to reduce clutter and enhance security.
- Updated Automation: Workflows and approvals were rebuilt to reflect current processes and improve operational accuracy.
- Security Restructuring: Access roles were updated to align with compliance standards and ensure the right people had the right access.
With a refreshed, future-ready platform, Salutem teams now operate with more assurance. Day-to-day tasks run more smoothly, and managers can trust that data is accurate, workflows are aligned, and users have appropriate access.
“It’s like we gave Salesforce® a good spring clean. Everything’s running better now and we’re not second-guessing if things are working right. Mint® really know their stuff.”
— Angela Wright, Business Development Support Manager, Salutem Care and Education
For organisations handling sensitive data and complex operations, a Salesforce® Health Check is more than a tune-up it’s a strategic investment. Mint® ensures your platform is not just functional, but fully aligned with your goals.
If you’re unsure whether your Salesforce® setup is helping or hindering your growth, the Mint® Salesforce® Health Check is the best place to start. Let’s talk.