Get Your Free Salesforce Health Check
A 6-point audit of your Salesforce org — security, automation, data quality, user adoption, technical debt, and performance. Delivered as a PDF report in 5–7 business days. Free for NZ and Australian SMBs and nonprofits.
What's Included
Security Review
Comprehensive audit of your security settings, permissions, and access controls to identify vulnerabilities and ensure best practices.
Automation Audit
Review of workflows, process builder, and flows to identify inefficiencies, redundancies, and opportunities for improvement.
Data Quality Assessment
Analysis of data integrity, duplicates, validation rules, and data architecture to ensure your database is clean and reliable.
User Adoption Analysis
Insights into how your team uses Salesforce, including login patterns, feature utilization, and training opportunities.
Technical Debt Scan
Identification of outdated customizations, deprecated features, and technical debt that could impact performance or upgrades.
Performance Evaluation
Assessment of org performance, including load times, governor limits, and system health to optimize speed and reliability.
How It Works
Fill out the form below
Provide some basic information about your organization and Salesforce usage. It takes less than 5 minutes.
Our team reviews your org
We'll conduct a thorough 6-point audit of your Salesforce instance. This typically takes 5–7 business days.
You receive a detailed report
Get a comprehensive report with scores, findings, and actionable recommendations to improve your Salesforce org.
Request Your Free Health Check
Fill out the form below and we'll get started on your audit right away.
Frequently Asked Questions
Ready to optimize your Salesforce?
Discover what's working, what's not, and how to get more value from your investment.
Join dozens of organizations who've already improved their Salesforce performance with our free health check.