Salesforce health check consulting, know what you are working with.

A Salesforce health check is a structured review of an org covering security and access, data quality, automation, customization and technical debt, integrations, reporting and user adoption. The output is a prioritized list of risks and fixes, so you know what to address first and what can wait.

Signs you need a health check

• You inherited an org from a previous admin or partner.
• You are planning Agentforce or other AI and need to know if your data is ready.
• Salesforce feels slow, cluttered or fragile.
• Renewal is coming and you want to know what you are paying for.

What happens in each phase, what you get at the end of it, and what we need from your team.

1. 01

   Access

   We ask for a read-only login with permission to view Setup, plus a rough list of who uses Salesforce and for what. The kickoff covers why the review is happening now, whether that is a renewal, a new cloud, a departing admin or an AI project, because that context decides where we dig deepest. We also gather anything already written down: old design documents, the installed package list and known complaints, so interviews do not start from zero.

   You get

   • Read-only audit login
   • Stakeholder interview schedule
   • Agreed focus areas
   • Existing documentation inventory

   Your team

   Your admin creates the audit user, and a sponsor names the people we should interview across sales, service, marketing and operations, then clears time on their calendars.

2. 02

   Review

   Part of the review is tool-assisted: Salesforce Optimizer and Security Health Check output, field usage scans, login history and automation inventories. The larger part is judgment. We trace how a lead becomes revenue, open the Flows that fire on core objects, read Apex for hardcoded IDs and thin test coverage, and compare what users describe in interviews with what the data shows. Gaps between those two stories are often the most useful findings.

   You get

   • Automation and code inventory
   • Security and access notes
   • Data quality measurements
   • Interview summaries

   Your team

   Users spend a short session each showing how they actually work, including the spreadsheets and side tools they rely on. Admins explain the reasoning behind past design decisions.

3. 03

   Report

   Findings are written for two audiences. Executives get a concise summary: the risks that matter, what each could mean in exposure or lost productivity, and what we would tackle first. Admins and developers get the detail, with every finding tied to the specific field, Flow, profile or Apex class involved and a note on how to resolve it. Each item carries a risk and effort rating, so the list can be sorted instead of debated.

   You get

   • Executive summary
   • Detailed findings register
   • Risk and effort ratings
   • Readout presentation

   Your team

   Leaders attend the readout, challenge any rating they disagree with, and add business context we could not see, such as an upcoming acquisition or a team restructuring.

4. 04

   Plan

   The findings become a sequenced roadmap. Security gaps and anything that risks losing data go to the top. Quick wins that rebuild user trust come next, followed by larger efforts such as consolidating overlapping automation or retiring abandoned packages. We group items into phases sized to your team's real capacity and mark which ones an in-house admin can handle and which call for specialist skills such as Apex refactoring.

   You get

   • Sequenced remediation roadmap
   • In-house versus partner split
   • Quick-win checklist

   Your team

   Your sponsor decides what gets funded and when, and your admin confirms which items they can own, so the plan reflects the hours people actually have.

Rates typically range from $185 to $225 per hour depending on scope and expertise required, and you get a written estimate after discovery, so these factors are what we ask about first.

1. 01

   Treating scanner output as the audit

   Salesforce's built-in scanners are a sensible starting point, but they flag symptoms rather than causes and cannot judge whether a design fits your business. A report listing hundreds of unused fields says nothing about which process is actually broken. A proper review pairs automated scans with interviews and a human read of the automation and code.

2. 02

   Auditing without talking to users

   An org can look tidy in Setup while reps keep their real pipeline in spreadsheets. Skipping interviews means missing the workarounds, shadow tools and quiet distrust that explain weak adoption. Watching a few people move through a normal day often reveals more than any metadata scan, and it grounds every recommendation in how the business really runs.

3. 03

   Filing the report and moving on

   A health check loses its value when the findings sit untouched in a shared drive. Risks stay open and the same problems resurface at the next renewal conversation. Assign an owner to each high-priority item, load the roadmap into your admin's backlog, and book a follow-up review so progress is measured rather than assumed.

4. 04

   Starting with the cosmetic fixes

   It is tempting to begin with visible clutter like page layouts and stale reports, because those changes feel productive and users notice them. Meanwhile, too many users with Modify All Data or an over-permissioned guest profile remain a real exposure. Close access and data-loss issues first, even when cosmetic cleanup is what people asked for.

A health check is only as good as the reviewer's willingness to tell you uncomfortable things, including about work their own firm might sell next. Ask how the partner keeps the assessment apart from the sales pitch, and what you will hold at the end. Answers show whether you are buying an audit or a scan with a cover page.

1. 1

   Is the review independent of any follow-on work you might sell?

   A trustworthy partner says plainly that the roadmap belongs to you and should be usable by your own admin or another firm. Findings ought to be written so any competent team can act on them, not framed in a way that makes the reviewer indispensable.

2. 2

   Which parts of the review are automated, and which are manual?

   Good reviewers name the scanners they run and then describe what they examine by hand: Flow logic on core objects, Apex quality, sharing design and how data is really used. If the whole deliverable is tool output, you could have produced most of it yourself.

3. 3

   Can we see a sample findings report?

   A strong sample ties each finding to a specific component, rates it for risk and effort, and recommends a fix. Look for plain language executives can follow sitting alongside the technical detail admins need. Generic best-practice advice repeated across clients is a warning sign.

4. 4

   How do you handle regulated or sensitive data during the review?

   Expect a read-only user, no record exports without your agreement, and familiarity with rules in your sector. Partners accredited by Salesforce in areas such as Financial Services or Healthcare & Life Sciences, both of which we hold, should explain how they review field-level access and audit settings.

5. 5

   Who from your firm will actually do the review?

   You want certified consultants who have built and supported orgs like yours, not a junior analyst working through a checklist. Ask about experience with your clouds, your industry and orgs of your size, and whether the same reviewer will present findings and field follow-up questions.

Salesforce products we work with here

Health Check by industry

Industries where we have delivered health check

Markets where health check is a common need

• Salesforce Numbers Don't Match Finance? How to Fix ItRevenue Operations · 7 min read
• Salesforce Profiles to Permission Sets MigrationOptimization · 8 min read
• Salesforce Data Privacy Compliance: CCPA and GDPROptimization · 8 min read
• Salesforce Health Check Checklist: What to ReviewOptimization · 6 min read
• Salesforce Security Review Checklist for AdminsOptimization · 6 min read
• The Salesforce Health Check WorkbookWorkbook · 4 min read
• Why Is Salesforce Slow? Causes and Fixes by SymptomOptimization · 8 min read
• How to Reduce Salesforce Technical DebtOptimization · 6 min read
• Do You Need Salesforce Shield? A Buyer's GuideOptimization · 6 min read
• How to rescue a failed Salesforce implementationImplementation Rescue · 3 min read

How much does a Salesforce health check cost?

Nothing. Abstrakt Solutions runs the health check for free. It needs only read-only access and gives you findings ranked by risk and effort, so you can decide what to fix and who fixes it.

Can we run a Salesforce health check ourselves?

You can start with our free Salesforce Health Check Workbook. It covers the same areas we review. A consultant-led check adds the org analysis, interviews and prioritized plan.

What does a good health check score look like?

Scores depend on the tool used, but the aim is few high-risk findings in security and data. One technology-services firm we worked with reached a 98% health-check score after a Sales Cloud Jumpstart.

Do we need a health check before implementing Agentforce?

We recommend it. AI agents act on your records and permissions, so duplicate data, loose access and conflicting automation become bigger problems once an agent is involved.

What happens after the health check?

You get a prioritized plan. Some clients fix items in-house, some run an optimization project with us, and some move to managed services.

Can we get a second opinion on our Salesforce org?

Yes. A health check is a second opinion: an independent review of security, data quality, automation, technical debt, integrations, reporting and adoption, with findings ranked by risk and effort. It works whether the org was built in-house or by another partner, and it only needs read-only access.

Our Salesforce reports do not match what finance sees. Can a health check help?

Yes, as the first step. The review checks whether dashboards reflect reliable data and traces where the gaps come from, such as duplicate or incomplete records, conflicting automation or a broken integration with your finance system. The prioritized plan then tells you what to fix first so the numbers can be trusted.

When will we receive the findings?

Most reviews finish within a few weeks of receiving access. A single-cloud org with modest customization sits at the shorter end, while several clouds, large codebases and many stakeholder groups extend it. Interview scheduling is often the real constraint, so lining up participants before kickoff keeps things moving. We confirm the timeline in writing once we have looked inside the org.

Will the health check disrupt users or change anything in our org?

No. We work through a read-only user and make no configuration changes during the review. Users are asked for brief interviews or screen-share sessions scheduled around their workload. If we spot something urgent along the way, such as an exposed guest user or an active admin account belonging to a former employee, we tell you right away instead of waiting for the report.

Is one review enough, or should it be repeated?

At minimum, before any major change: a new cloud, an AI project, a merger, or a switch of admin or partner. A periodic review also pays off even when nothing big is planned, because Salesforce ships several releases a year and orgs drift as teams add fields and automation. For managed-services clients, this kind of review is built into the ongoing engagement.

What if the health check shows our org needs a rebuild?

We do not recommend a rebuild lightly. Most orgs can be fixed in place by consolidating automation, retiring unused fields and tightening access. Starting over makes sense only when the data model fundamentally does not fit the business or technical debt makes every change risky. Several admins had layered complexity onto a manufacturer's org until reps stopped using it. Streamlining what was there, plus an ERP integration, took it from zero usage to all 99 reps.

Does a health check cover Marketing Cloud and connected tools?

It can, and we often recommend it. Scope is agreed at kickoff and can include Marketing Cloud Account Engagement, Experience Cloud sites and the integrations feeding Salesforce, since problems frequently start there. A medical-device company we worked with had a marketing instance over its prospect limit because of duplicate-creating misconfiguration; cleanup removed 970+ invalid prospects. Reviewing connected tools gives a complete picture of the data reaching your CRM.