Service · $750 flat · 1 week
Salesforce Health Check
I'll audit your Salesforce org and tell you exactly what's broken, wasted, and fixable. You get a 10-15 page PDF report with a prioritised action plan and effort estimates.
What's covered
- ✓Security gaps. Profile and permission set audit, sharing rules review, FLS spot-checks, session settings, login IP restrictions, OAuth-connected app review.
- ✓Automation debt. Conflicting flows and triggers, deprecated workflow rules, recursion issues, governor limit risks, slow Apex.
- ✓Data quality. Duplicate records, orphan records, fields with no data, fields with suspect data, retention/archival recommendations.
- ✓Unused licenses. Inactive users still consuming licenses, permission set licenses attached but not used, feature licenses you can drop. Often pays for the audit on its own.
- ✓Integration risks. Named credentials review, OAuth refresh patterns, error handling, callout limits, retry strategies.
- ✓Prioritised action plan. Each finding ranked by risk and effort, with concrete next steps you can hand to your admin or developer.
Deliverable
10-15 page PDF report
Timeline
1 week from access granted
What I need
Read-only admin access
Who this is for
Salesforce admins, IT managers, or operations leads at AU SMB orgs (20-200 employees) running Salesforce 2+ years. If you've inherited an org you don't fully trust, or you're budgeting for a clean-up project but aren't sure what's actually wrong, this gives you a clear picture without committing to a multi-month engagement.
Ready for a health check?
Send me a few details about your org — size, age, what's prompting the audit. I'll confirm fit and timing within 24 hours.
Request a health check