Know exactly what's inside your org.
A fixed-price, read-only review of your Salesforce org. You get a written report that explains what's working, what's risky, and what to fix first, in plain language.
Signs it's time for a check-up
Most orgs grow for years without anyone stepping back to look at the whole picture. A Health Check is that step back.
- You inherited an org and nobody knows how it all fits together
- Users complain that Salesforce is slow or "does weird things"
- Records save with errors, or automation fires in the wrong order
- Old Workflow Rules and Process Builders are still running
- You're unsure who can see or change sensitive data
- You're planning a big project and want a clean starting point
A complete review, area by area
Security & access
Profiles, permission sets, sharing, admin-level access, login and API settings.
Automation
An inventory of triggers, Flows, Workflow Rules and Process Builders, with conflicts and retirement risks flagged.
Apex & code quality
Test quality (not just coverage), governor limit risks, hardcoded IDs and outdated API versions.
Data quality
Duplicates, unused fields, missing validation and inconsistent picklists.
Configuration & tech debt
Page layouts, unused components, licenses and clutter that slows your team down.
Prioritized roadmap
Every finding ranked by risk and effort, grouped into a practical, phased plan.
Simple, read-only, no disruption
Kickoff
A short call to understand your goals and any known pain points.
Read-only access
You grant secure, read-only access. We never change anything during the review.
Analysis
We review metadata, code, automation, permissions and data patterns.
Report & walkthrough
You receive the written report and we walk through it together.
Questions about the Health Check
Will you change anything in my org?
No. The Health Check is read-only. Any fixes happen afterwards, only if you want them, and only after you approve the scope.
What do I actually receive?
A written report with an executive summary, a score for each area, detailed findings with recommendations, and a phased roadmap. See a sample report.
Do I have to hire you to fix the issues?
Not at all. The report is yours. Your team, or anyone you choose, can use it to make the fixes.
How much does it cost?
It's a fixed price based on the size of your org, agreed before we start. Book a call and we'll give you a quote.
Get a clear picture of your org
Book a free call and we'll tell you what a Health Check would cover for your org, and what it costs.