Salesforce health check

Comprehensive audit of your Salesforce org

Days to results / Independent audit / Prioritized report

Know where you stand

Over time, technical debt accumulates, security vulnerabilities emerge, and performance degrades.

A Health Check provides an objective assessment of your org: what's working, what's broken, and what's risky. You'll receive a prioritized roadmap with clear recommendations.

Health Check assessments delivered in 7-10 business days. Contact us for a custom quote.

Who needs a health check?

Rapid growth organizations

Your org grew quickly through acquisitions or user expansion. Time to clean up technical debt.

Post-implementation review

Implementation complete but unsure if it was done right. Get an independent assessment.

Optimization & performance

Your org is slow and hitting governor limits. Identify bottlenecks and optimization opportunities.

Security & compliance concerns

Verify your security model and data access controls meet industry standards.

Planning major changes

Before a major initiative, understand your baseline and identify potential issues.

Consultant turnover

Your previous consultant or admin left. Understand what they built and what risks exist.

What we audit

Six areas, no blind spots. Every Health Check covers architecture, security, UX, data, best practices, and performance.

Architecture, security & UX

  • Data model scalability, code quality, integration patterns, and governor limits
  • Profiles, permission sets, sharing rules, FLS, and API security
  • Page layouts, Lightning readiness, mobile usability, and report effectiveness

Data, best practices & performance

  • Duplicate analysis, data completeness, validation rules, and storage optimization
  • Well-Architected review, naming conventions, change management, and DR
  • Query performance, batch jobs, LDV assessment, and scalability planning

The health check process

01

Kickoff & access (day 1)

Initial meeting to understand your org's history and pain points. Grant read-only access.

02

Deep audit (days 2-4)

Technical assessment using automated tools and manual review. Code analysis, security scan, and performance profiling.

03

Findings report (day 5)

Written report with findings, risk assessment, and prioritized action plan.

04

Debrief session (day 6-7)

60-minute presentation to walk through findings and answer questions. Recording provided.

What you'll receive

Comprehensive findings report

30-50 page assessment covering all audit areas with screenshots and code examples.

Prioritized roadmap

Action plan organized by quick wins, short-term fixes, and long-term improvements.

Technical specifications

Implementation guidance for complex recommendations with detail for execution.

Executive summary

2-3 page overview for leadership with high-level findings and recommendations.

Debrief recording

Video recording of the presentation and Q&A session for stakeholders.

Investment & timeline

Standard health check

  • Timeline: 7-10 business days from kickoff to debrief
  • Effort: 20-30 hours of analysis and documentation
  • Deliverables: Written report, roadmap, debrief session
  • Investment: Fixed fee pricing (contact for quote)

Ready to
run the scan?

See exactly where your org is strong, where it's fragile, and where the next release will hurt. Most Health Checks start within a week.

Schedule assessment  →