Salesforce Org Audit + Optimization Blueprint
The fastest way to understand what's slowing your team down — and how to fix it.
Why This Audit Matters
Most Salesforce orgs weren't designed — they grew.
More features, more objects, more flows… and eventually, more problems.
Our Salesforce Org Audit gives you:
This is the foundation for every successful Salesforce transformation.
What We Analyze (Deep Technical Audit)
Technical Architecture Review
- Automations (Flows, Workflow Rules, Apex, Triggers)
- Object model + relationships
- Integration points
- Validation logic
- Duplicated or conflicting processes
- Record types, layouts, and page performance
- API usage + external systems
Security & Data Health Review
- Profiles, roles, sharing model
- Permission sets
- Field-level access
- Data cleanliness
- Login/access issues
- Compliance risks
Process & User Experience Audit
- Sales process gaps
- Handoff issues
- Service workflows
- Adoption barriers
- Training issues
- UI/UX inefficiencies
What You Receive (The Blueprint)
1. Findings Report
Clear explanations of what's wrong, why it's happening, and who it impacts.
2. Prioritized Roadmap
Red → urgent | Yellow → improvements | Green → optimizations
3. Quick Wins List
Immediate fixes that deliver fast ROI.
4. Architecture Redesign (Future State)
Your optimized Salesforce blueprint.
5. Action Plan (30–60 days)
Timeline, effort, and recommendations.
6. Strategy Session (1 hour)
Walkthrough with a senior Salesforce architect.
Perfect For
This audit is designed for organizations ready to transform their Salesforce experience
Audit Packages
Choose the audit level that matches your organization's complexity
Starter Audit
Best for small teams
Standard Audit
Perfect for growing companies
Everything in Starter PLUS:
Enterprise Audit
For complex/enterprise orgs
Everything in Standard PLUS:
Ready to Fix Your Salesforce?
Get clarity, eliminate waste, and build a Salesforce org that actually drives results.
Get Your Audit Blueprint