Free Salesforce Org Health Check
Know where your Salesforce org really stands.
Salesforce orgs change faster than anyone reviews them. Our Health Check gives your team an independent expert view and a clear plan for what to fix first.
Why it matters
Orgs rarely break. They drift.
Each individual change may make sense. Over time those changes overlap, and the system becomes harder to trust, slower to change and more expensive to run. A Health Check replaces assumptions with evidence.
Automation overlaps
Flows, legacy automation and Apex can act on the same records, making small changes harder to predict.
Data loses credibility
Duplicates and inconsistent formats build up until reports stop matching what teams see in practice.
Spend and access creep
Inactive users retain licenses while high-level permissions spread beyond the people who need them.
What we review
Six dimensions. One view of your org.
We score the areas that most affect cost, risk and your ability to adopt new capabilities.
Dimension 01
Security & access
Access tends to widen over time and rarely narrows again. We review whether permissions still match how your business works.
What we check
- High-privilege assignments
- MFA and login policies
- Sharing and field-level security
- Permission sets and public groups
What you learn
Where data is more exposed than it needs to be, and which changes reduce risk with the least disruption.
How it works
Built around your team’s time.
A focused kickoff and debrief give us the context we need. We complete the diagnostic work in between and change nothing in your org.
- 01
Kickoff call
A focused conversation about your goals, known pain points and upcoming plans.
- 02
Diagnostic review
Consultants combine structured checks with hands-on review across all six dimensions.
- 03
Scorecard and findings
You receive scores and findings ranked by business impact and effort.
- 04
Debrief and roadmap
We walk through the evidence and recommend a practical sequence of fixes.
What you get
A report your team can act on.
Your report shows what is happening in your org, why it matters and what to do first.
- 01Org health scorecard
An overall score and a rating for each review dimension.
- 02Prioritised findings
Issues ranked by severity, effort and business impact.
- 03Recommended roadmap
Quick wins followed by structural changes in a realistic sequence.
- 04Live debrief
Time with the consultants who reviewed your org to discuss the findings.
Sample report · illustrative
Example Co. · Enterprise
High-privilege access requires review.
Inactive licenses indicate potential savings.
Overlapping automation increases release risk.
Core data is sound, with regional inconsistencies.
Findings shown are illustrative. Your report reflects what we find in your org.
Our approach
Tools find settings. People find reasons.
Automated checks give breadth. Experienced consultants read the findings against your business goals, separating genuine risk from harmless exceptions.
Automated checks give coverage
We inspect metadata, permissions, automation and usage consistently across the org.
Expert review gives judgement
Consultants interpret each finding in context and rank action by what it means for your teams.
Most useful when
Request your Health Check
Start with a conversation about your org.
Tell us a little about your Salesforce setup. This request is separate from the general enquiry form, so it goes directly to the Health Check conversation.
- No cost and no obligation
- Assessment changes nothing in your org
- Findings are yours to keep
Is the Org Health Check really free?+
Yes. There is no cost and no obligation. You keep the scorecard and recommendations whether or not you decide to work with us afterwards.
How long does it take?+
We agree the review schedule during kickoff based on the size and complexity of your org. Your team only needs to join the kickoff and debrief while we complete the diagnostic work.
Do you need access to our Salesforce org?+
We agree a secure, limited-access approach with your team before the review begins. We do not change your configuration or data as part of the assessment.
What happens after the Health Check?+
You receive the scorecard, prioritised findings and a recommended roadmap. You can address the actions internally or speak with us separately about support.
How often should we run a Health Check?+
An annual review is a sensible baseline. It is also useful before a major rollout, license renewal, merger, or move into Agentforce or Data 360.
Can it help us prepare for Agentforce?+
Yes. The AI readiness review looks at the data quality, permissions and process foundations that Salesforce AI capabilities depend on.
Make your next Salesforce decision with evidence.
A free expert review, a scorecard and a plan your team can follow.