SALESFORCE HEALTH CHECK
Is your Salesforce instance working for your business — or against it?
A misconfigured Salesforce instance doesn't just slow your team down — it creates bad data, broken automations, and reports you can't trust. Our Health Check delivers a structured audit and prioritized action plan in two weeks.
What's Included
Salesforce Health Check
$1,500- Full audit of current configuration, data model, and active automations
- Data quality assessment — duplicates, missing fields, import hygiene
- Third-party app and AppExchange integration review
- Security and permissions model review
- Prioritized action plan with specific recommended fixes in order of business impact
- 60-minute debrief call to walk through findings
Because all businesses differ in complexity, the Health Check may not be appropriate for all organizations. We'll confirm fit before accepting payment.