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A Salesforce Health Check is a comprehensive review of your org’s configurations, data integrity, security settings, and feature adoption. It uncovers hidden gaps, like stale profiles or unused automations that can slow you down or expose you to risk. By pinpointing these issues, you’ll get a clear roadmap to optimize performance, boost user adoption, and maximize every dollar you invest in Salesforce.

Our interactive demo typically runs 30 - 45 minutes, where we walk you through key features and customizations tailored to your team’s needs. The Health Check itself is delivered within 10 business days, along with a concise report of findings and prioritized recommendations. Fast, focused, and no wasted time!

• Security & Compliance Risks: Over‑permissive profiles, outdated sharing rules, and security settings misalignments.

• Performance Bottlenecks: Slow page loads, inefficient data model configurations, and Apex code issues.

• Adoption Roadblocks: Underutilized Sales/Service Cloud features, gaps in training, and poor data hygiene.

• Process Inefficiencies: Manual tasks ripe for automation (Flow, Process Builder), duplicate records, and reporting pain points.

You’ll receive:

• Baseline Metrics: Current page‑load speeds, user login/adoption rates, and key process cycle times.

• Improvement Targets: Estimated time savings, projected user‑adoption lift, and risk‑reduction benchmarks.

• Roadmap to Value: A prioritized action plan that aligns fixes to tangible business outcomes, so you can track savings, productivity lifts, and faster deal closures.