Automation
Salesforce Flows, approval processes, lead assignment and workflow efficiency.
Most orgs silently lose ROI to slow automations, unused licenses, messy data and poor adoption. Our free Salesforce Health Check finds every leak and gives you a prioritized fix roadmap.
Sample diagnostic · your real report is deeper
A 100-point assessment across 10 categories, each weighted 10 points. Your org is scored, benchmarked and rated against our official scale.
Salesforce Flows, approval processes, lead assignment and workflow efficiency.
Custom objects and fields, technical debt, object architecture and maintainability.
Connected systems, sync reliability, error monitoring and data consistency.
Login frequency, daily usage, process adherence and user engagement.
Duplicate records, completeness, accuracy and data governance.
Executive dashboards, forecasting accuracy, report quality and KPI visibility.
MFA adoption, profiles, permission sets and access governance.
Growth readiness, architecture health and performance considerations.
Sales and service process alignment, and CRM adoption consistency.
Salesforce utilization, productivity impact and business outcomes.
Answer six quick questions. We'll estimate your org's health instantly, no email needed.
Your score appears here
A 30-minute call to understand your org, pain points and goals.
Read-only, 100-point audit covering adoption, data, automation, reporting, security and more.
Your Health Score with benchmarks and every issue ranked by business impact.
A prioritized, actionable plan that is yours to keep, whoever implements it.