Our Salesforce Health Checks provide existing Salesforce users with the tools necessary to optimize your Salesforce org for the best user experience. We conduct a thorough analysis of your existing org, and based on our findings, we provide you with a detailed and easy to digest analysis with a recommended plan of action. The health check results in:

  • Increased User Adoption

  • Improved User Experience

  • More Efficient Support Processes

  • Closer alignment with your Salesforce


Salesforce Health Check


  • Includes 60 hours of analysis and documentation, as well as a half-day or full-day review

  • ​Involves thorough review of the following:

    • User Setup and Security​

    • Standard and Custom Objects

    • Workflow Rules and Process Builder

    • Validation Rules

    • Data Storage

    • User Adoption Metrics

    • Third-Party Application Evaluation (if applicable)

    • Reports and Dashboards

Interested in discussing options?