Free Salesforce Health Check
Get a comprehensive audit of your Salesforce org covering security, performance, data quality, automation, and user adoption. Discover hidden issues and optimization opportunities—completely free for NZ & AU organizations.
What You'll Discover
What the Health Check Covers
A comprehensive 6-point assessment examining every critical aspect of your Salesforce org's health and performance.
Security Review
Comprehensive security audit identifying vulnerabilities and compliance risks that could expose your business data.
- Profile and permission set analysis
- Sharing rules and record access review
- Field-level security audit
- Login and authentication policies
- GDPR/Privacy Act compliance check
Automation Audit
Analysis of all automation identifying failures, inefficiencies, redundancies, and opportunities for improvement.
- Workflow rule effectiveness review
- Process Builder and Flow analysis
- Error log review for failures
- Apex trigger and class assessment
- Redundant automation identification
Data Quality Assessment
Deep dive into your data identifying duplicates, inconsistencies, incomplete records, and validation gaps.
- Duplicate record analysis
- Data completeness review
- Validation rule effectiveness
- Data consistency checks
- Picklist value standardization
User Adoption Analysis
Evaluation of how your team actually uses Salesforce, identifying adoption gaps and friction points.
- Login frequency and patterns
- Feature utilization rates
- Mobile app adoption metrics
- User experience pain points
- Training and support needs
Technical Debt Scan
Identify customizations, fields, and configurations that are unused, outdated, or creating unnecessary complexity.
- Unused custom fields and objects
- Outdated automation methods
- Deprecated API versions
- Unnecessary complexity identification
- Code and configuration bloat
Performance Evaluation
Assessment of system performance, resource usage, and scalability to ensure optimal speed and efficiency.
- Page load time analysis
- Storage capacity and usage
- API limit monitoring
- Report and dashboard efficiency
- Scalability assessment
Why Do We Offer This for Free?
It's a fair question. Here's our transparent answer.
We Believe in Value First
Every Salesforce org deserves to run at peak performance. By offering free health checks, we help organizations discover issues they didn't know existed and opportunities they're missing—whether or not they become clients.
It Builds Trust
The health check demonstrates our expertise and approach. You get to evaluate our knowledge, communication style, and recommendations before making any commitment. It's a risk-free way to assess whether we're the right partner for your Salesforce needs.
You See Exactly What Needs Attention
Generic sales pitches don't help anyone. With a health check, you receive a detailed, objective assessment of your actual org—not theoretical problems. This helps you make informed decisions about budget allocation and priorities, regardless of who does the work.
No Obligation, No Pressure
We deliver the full health check report and recommendations with absolutely no obligation. Some organizations use it to guide their internal team, others engage us for rescue or managed services, and some simply file it for future reference. All outcomes are perfectly acceptable.
Our Philosophy
We invest in the health check because it's the right way to start a potential partnership: with transparency, expertise, and genuine value. If we end up working together, great. If not, you still walk away with actionable insights that help your business—and that's a win in our book.
What You'll Receive
A comprehensive package of insights, recommendations, and action items—all yours to keep with no strings attached.
Comprehensive Health Report
Detailed analysis across all 6 assessment areas
- Overall Health Score (0-100) with category breakdowns
- Detailed Findings listing specific issues discovered
- Severity Ratings (Critical, High, Medium, Low) for each issue
- Visual Dashboards showing trends and patterns
- Comparison Benchmarks against industry standards
Prioritized Action Plan
Clear roadmap for improvement organized by impact
- Quick Wins that can be implemented immediately
- Short-term Priorities (1-3 months) for high-impact fixes
- Long-term Roadmap for addressing structural issues
- Effort Estimates for each recommendation
- Expected ROI for major improvements
60-Minute Results Presentation
Live walkthrough of findings with Q&A
- Explanation of each finding and its business impact
- Discussion of recommendations and alternatives
- Answers to your specific questions and concerns
- Guidance on implementation priorities
30-Day Support Access
Follow-up assistance with no additional cost
- Email support for questions about the report
- Clarification on implementation approaches
- Guidance on prioritization decisions
- Additional insights as you review the report
Request Your Free Health Check
The dedicated health check request form is available at /free-health-check. Click below to access the simple form where you can provide your org details and preferences.
What Happens Next:
No credit card required • No sales pressure • No obligation
Frequently Asked Questions
Discover What's Really Happening in Your Salesforce Org
Get a comprehensive health check covering security, automation, data quality, user adoption, technical debt, and performance—completely free with no obligation.
Request Your Free Health Check5-7 day turnaround • Detailed report • 60-minute presentation • No strings attached