35%
Security
Access, permissions, sharing, and compliance posture
Solutions
Know your org before you invest in the next change.
Our flagship Salesforce Org Health Assessment gives leadership a scored, prioritized view of security, automation debt, data and storage, licensing, and cloud adoption.
Flagship solution
Salesforce Org Health Assessment
A deep health review of your Salesforce org, delivered as an executive report your team can act on. Works in Production or Sandbox. You get clarity on risk, cost, technical debt, and adoption without wading through raw admin screens or scattered audit notes.
25%
Technical debt
Code, automation, integration, and data architecture
20%
Performance
Storage, platform limits, and cloud adoption health
20%
Licensing
Seat utilization and license efficiency
These four dimensions roll up into a single Org Health Score from 0 to 100, with an executive grade from Excellent through Critical so leadership can see where the org stands at a glance.
What we assess
Four pillars. One complete picture.
Every assessment covers the areas that most often block Salesforce ROI: who can access what, how brittle your automation is, whether data architecture is sustainable, and whether paid cloud capabilities are actually used.
Security, access & identity
License utilization, inactive users, profile and permission set hygiene, dangerous permissions, organization-wide defaults, role hierarchy depth, MFA adoption, and SSO coverage.
Code, automation & integration
Apex and trigger inventory, code quality and security patterns, active Flow health, legacy Workflow Rules and Process Builder detection, connected apps, and integration readiness.
Data model & storage
Data and file storage utilization, record volume by object, custom object and field density, suspected unused fields, and signals for backup or archival strategy.
Cloud adoption
Sales Cloud, Service Cloud, and Experience Cloud adoption signals, platform limit pressure, and whether the capabilities you pay for are actually in use.
What you receive
An executive report, not a dump of raw data.
The deliverable is designed for both leadership and delivery teams: a clear score up front, prioritized findings in the middle, and enough detail for architects and admins to plan remediation.
- Org Health Score (0–100) with an executive grade
- Dimension scores across security, technical debt, performance, and licensing
- Prioritized high-risk findings with clear recommendations
- Quick wins you can act on immediately
- What was built right and what needs improvement
- Cloud adoption and key metrics table with targets and status
- Executive summary leadership can use without reading technical logs
How it works
From access to action plan.
The assessment is the first step in our engagement model. Many customers use it to decide what to stabilize, automate, or hand to a managed services retainer.
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01
Scope
We confirm org type, access approach, and the business outcomes you want the assessment to inform.
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02
Assess
Our team evaluates your org across security, automation, data, licensing, and cloud adoption.
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03
Score
Findings are weighted into dimension scores and an overall Org Health Score with a clear grade.
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04
Report
You receive a branded executive report with charts, findings, recommendations, and prioritized actions.
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05
Review
We walk through the results and outline practical next steps for stabilization, automation, or managed services.
Why start here
Clarity before the next release, hire, or license purchase.
Leadership-ready
One score and grade your exec team can discuss in a single meeting, with high-risk items and quick wins already prioritized.
Cost and risk visible
Surface license waste, permission sprawl, storage pressure, and legacy automation before they become production incidents or budget surprises.
Roadmap input
Use the findings to sequence stabilization, Agentforce rollout, integration work, or a managed services retainer with evidence instead of guesswork.
Next step
Ready for an org health assessment?
Book an org review. Tell us about your Salesforce landscape and we will scope the assessment with a practical next step.