Diagnose. Optimize. Protect.
Salesforce Health Check
We audit your existing setup to find and fix inefficiencies, boost performance, and improve user experience.
Starting at $1,500Overview
Is your Salesforce org running at peak performance? Over time, even well-built orgs accumulate technical debt—unused fields, inefficient automations, security gaps, and outdated configurations that slow down your team and create risk.
Our comprehensive Health Check service is like a physical exam for your Salesforce org. We analyze every aspect—data model, automations, security, integrations, user experience, and code quality—then provide you with a prioritized action plan to restore your org to optimal health.
What's Included
Performance Analysis
We identify slow-loading pages, inefficient SOQL queries, and automation bottlenecks that frustrate your users and waste their time.
Security & Compliance Review
Assessment of sharing rules, permission sets, field-level security, and data access patterns to identify vulnerabilities and compliance gaps.
Data Quality Audit
Analysis of duplicate records, incomplete data, inconsistent formats, and data hygiene issues that undermine your reporting accuracy.
Technical Debt Assessment
Review of legacy code, unused automations, deprecated features, and configurations that create maintenance burden.
User Experience Review
Evaluation of page layouts, navigation, and workflows from the end-user perspective to identify adoption barriers.
Governor Limits Analysis
Assessment of your org's proximity to Salesforce limits—API calls, storage, processing time—to prevent future issues.
Our Process
Access & Discovery
We securely access your org and gather information about your business context and priorities.
Automated Scans
We run diagnostic tools to collect data on performance, security, and code quality.
Expert Analysis
Our certified experts manually review findings and assess business impact.
Report Generation
We compile a detailed report with findings, risk assessments, and recommendations.
Presentation
We walk you through the findings and answer questions about priorities.
Action Plan
You receive a prioritized remediation roadmap you can execute internally or with our help.
When You Need This
- Your Salesforce org feels slow and users complain about performance
- You've inherited an org and need to understand its current state
- You're preparing for a major project and want to ensure a solid foundation
- Your organization is growing and you need to ensure scalability
- You haven't had an external review of your Salesforce setup in over a year
Technologies & Tools
The Results
Improved Security
Close vulnerabilities before they become breaches
Better Performance
Faster page loads and happier users
Reduced Risk
Address technical debt before it becomes costly
Frequently Asked Questions
How long does a Health Check take?
A standard Health Check takes 1-2 weeks, depending on org complexity. We provide the final report with a walkthrough presentation.
Will the Health Check disrupt our users?
No. We work in the background using read-only access. Your users won't notice anything, and we don't make any changes to your org during the assessment.
What access do you need?
We request a user account with System Administrator profile (or equivalent read permissions) in your Production org. We follow strict data security protocols.
Can you help fix the issues you find?
Absolutely. After the Health Check, we can provide a proposal to implement the recommended fixes, or your internal team can use our report as a guide.