Comprehensive audit of your Salesforce org
Over time, technical debt accumulates, security vulnerabilities emerge, and performance degrades.
A Health Check provides an objective assessment of your org—identifying what's working, what's broken, and what's risky. You'll receive a prioritized roadmap with clear recommendations.
Your org grew quickly through acquisitions or user expansion. Time to clean up technical debt.
Implementation complete but unsure if it was done right. Get an independent assessment.
Your org is slow and hitting governor limits. Identify bottlenecks and optimization opportunities.
Verify your security model and data access controls meet industry standards.
Before a major initiative, understand your baseline and identify potential issues.
Your previous consultant or admin left. Understand what they built and what risks exist.
Initial meeting to understand your org's history and pain points. Grant read-only access.
Technical assessment using automated tools and manual review. Code analysis, security scan, and performance profiling.
Written report with findings, risk assessment, and prioritized action plan.
60-minute presentation to walk through findings and answer questions. Recording provided.
30-50 page assessment covering all audit areas with screenshots and code examples.
Findings categorized by severity and effort with clear prioritization.
Action plan organized by quick wins, short-term fixes, and long-term improvements.
Implementation guidance for complex recommendations with detail for execution.
2-3 page overview for leadership with high-level findings and recommendations.
Video recording of the presentation and Q&A session for stakeholders.
Let's discuss your situation. Most Health Checks start within 1-2 weeks.
Schedule Assessment