Access and Use the Security Health Review Tool

The Security Health Review Tool provides an expert-grade assessment of your organization’s security posture by analyzing over 400 metadata signals.

1. Go to Security Health Review Setup
   1. Log in to your Salesforce org.
   2. Click the gear icon in the top-right navigation bar.
   3. Select Setup.
   4. Enter health assessments in the Quick Find search box (left sidebar).
   5. Click Security Health Review under the Health Assessments section.
2. Generate Your Report
   1. Click + Generate Report to initiate a real-time scan of your org’s metadata.
3. Track Report Progress
   1. Monitor the Report History table. Your report is ready when the status changes from ‘In Progress’ to ‘Completed’ or ‘Failed.’
4. Review and Analyze
   1. Click Download to receive a PDF report for your executive stakeholders.
   2. Click Analyze Reports to launch the Health Assessments Agent for an interactive deep dive into specific vulnerabilities.
      All the standard actions configured in the Health Assessments Agent can be used at no additional cost and won’t consume the customer’s flex credits.
5. Interact with AI

   Deepen your understanding of the reports by engaging with the Health Assessments Agent. Begin with a simple prompt like "Analyze my report," then proceed by exploring suggested actions or entering custom queries. Accessible through a conversational interface right in Setup, this agent makes it possible to:

   • Generate summaries of your security findings.
   • Investigate critical issues in specific domains.
   • Receive step-by-step guidance for remediation.
   • Run targeted audits and evaluate performance by comparing results across scans.

Note You can generate one report per week per org. If you’ve generated a report that week, the + Generate Report button will be disabled and a warning banner shows when you can generate again.