Free Salesforce healthcheck
Ten hours of senior review on your data model or your automation, at no cost. You get a written report and a one-hour walkthrough of what we found.
Data model healthcheck
- Objects, relationships and record types
- Unused and duplicate fields
- Duplicate records and matching rules
- Sharing model, profiles and permission sets
- Page layouts and Lightning pages
- Data quality hot spots
Automation healthcheck
- Every Flow, trigger and legacy Workflow Rule, mapped by object
- Automations that fire on the same event and collide
- Flows and Process Builders due for migration
- Recent errors and failure emails
- Governor limit risks in Apex and Flow
- Test coverage and deployment risk
How it works
Send the form
We confirm within one business day.
Grant read-only access
A read-only user in production or a full sandbox is enough. We change nothing.
Get the report
Within two weeks: findings ranked by impact, with effort estimates.
Walk through it with us
One hour to go over the findings. No obligation to hire us.
The fine print
- For companies with an active Salesforce org.
- One healthcheck of each type per company.
- We take a limited number each month, in the order requests arrive.
- Fixes are not included, but the report tells you exactly what to do, with or without us.
- See a sample report (PDF). How we protect your org.