Build Checks
Build Checks
Choose the guide that helps you decide whether Record Health Check fits, configure Check Sets and Checks, troubleshoot results, or operate it in production.
Start with these guides after installing Record Health Check and creating your first Check. If you have not done that yet, read How it works and Create your first Check.
Follow the recommended path for a complete setup, or choose the task you need now.
To start from a business requirement and have an AI propose the safest Check Set, Check fields, Evaluation Type, and execution path, use Build with AI.
Before building, use Compare Record Health Check with native Salesforce to confirm that advisory guidance is the right behavior. Card-theme and AI-drafting pages are optional; there is no theme picker, and an AI draft never replaces human review.
Recommended path
Section titled “Recommended path”| Step | Guide | What you finish |
|---|---|---|
| 1 | Configure Check Sets and Checks | Build and test a complete review for one Salesforce record type |
| 2 | Configure action links | Pair Fix Message with a safe Action Label and URL |
| 3 | Read Record Health Check results | Translate card labels into Flow, Apex, and integration statuses |
| 4 | Troubleshoot Record Health Check | Prove the configuration with authorized evidence |
| 5 | Operate in production | Keep events, diagnostics, backups, and subscribers healthy after go-live |
Pick a task
Section titled “Pick a task”Decide
Section titled “Decide”| I want to… | Guide |
|---|---|
| Decide between Record Health Check, a Validation Rule, Flow, or another Salesforce tool | Compare to native Salesforce |
| Understand purpose, fit, value, rollout, or day-to-day behavior | Using Record Health Check FAQ |
| Understand setup, security, operations, integration, or code | Setup and troubleshooting FAQ |
Configure
Section titled “Configure”| I want to… | Guide |
|---|---|
| Design a complete readiness review | Configure Check Sets and Checks |
| Give users a corrective next step | Configure action links |
| Understand why the card follows the active Salesforce theme | How the card follows your Salesforce theme |
| Draft configuration with an AI assistant | Draft configuration with AI |
| Draft a Flow, Apex caller, Queueable, Batch, schedule, or result receiver with AI | Generate a non-agent execution workflow |
| Validate inactive Check and Check Set records before activation | Build the configuration-validation Flow |
Run and fix
Section titled “Run and fix”| I want to… | Guide |
|---|---|
| Choose what starts a run | Choose how a Check starts |
| Choose where the result goes | Choose where results go |
| Translate card labels into stable statuses | Read Record Health Check results |
| Investigate a result safely | Troubleshoot Record Health Check |
| Keep a production org healthy | Operate in production |