Salesforce Health Check
A structured, time-boxed diagnostic that turns Salesforce risk into a prioritized roadmap.
Get Your Salesforce Health CheckThe business problems we solve
- No clear view of where Salesforce risk and technical debt actually sit.
- Automation, security and performance issues surface reactively, not proactively.
- User adoption is inconsistent and the reasons are not well understood.
- Leadership needs an objective view before committing further Salesforce investment.
The AX3 approach
Assess
Score the org across architecture, data, integration, automation, security, performance, adoption and AI readiness.
Architect
Translate findings into a prioritized, risk-weighted remediation architecture.
Activate
Sequence quick wins and structural fixes into a delivery-ready roadmap.
Accelerate
Recommend a governance cadence to sustain org health going forward.
Capabilities
- Architecture Review
- Data Quality Assessment
- Integration Review
- Automation Audit
- Security Review
- Performance Assessment
- User Adoption Analysis
- AI Readiness Scoring
Use cases
- Pre-investment diagnostic ahead of a modernization program
- Post-implementation health review after go-live
- Due diligence before a merger or acquisition
- Baseline scoring ahead of an Agentforce initiative
Technology ecosystem
- Sales Cloud
- Service Cloud
- Data 360
- Agentforce
- MuleSoft
Salesforce Health Check — frequently asked questions
How long does a Health Check take?
Most engagements are time-boxed to a few weeks, scaled to the number of orgs, clouds and integrations in scope.
What is delivered at the end?
A scored assessment across all eight dimensions and a prioritized, sequenced remediation roadmap.
Is this only for troubled orgs?
No. Many healthy orgs run a Health Check periodically to validate readiness before a major investment such as AI or Agentforce.
Get Your Salesforce Health Check
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