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FREE HEalth Check

Is Your Salesforce Org Running at Its Best?

Get a Salesforce Health Check
worth $3999 for FREE…
(limited slots available*)

Get it now

Why Do You Need a Salesforce Health Check?

Over time, cluttered data and security gaps can slow Salesforce down. A quick health check keeps your CRM secure, efficient, and performing at its best.

What’s Included in Your Free Health Check?

✓ Weekly Quick Performance Indicators

Identify adoption trends, login activity, and feature usage.

✓ Common Data-Quality Pitfalls & Fixes

Duplicate records, incomplete fields, and poor data hygiene solutions.

✓ Security Audit Essentials

Review of user access, permissions, and data-sharing settings.

✓ Easy-to-Follow Maintenance Schedule

Monthly/quarterly best practices checklist to keep things smooth.

✓ Simple Tips for Optimizing Salesforce Storage

Quick fixes for reducing unnecessary data/storage costs.

Bonus: You’ll also receive a priority list of “quick wins” that can be applied immediately for faster results.

Get Started Now

Here's how it helps your Business

✓ Boost Productivity

✓ Stay Secure

✓ Save Costs

✓ Plan Smarter

✓ Get Expert Guidance

How it works?

Step 1

Submit Your Request

Fill out a quick form with your details. This helps us understand your Salesforce environment.

Step 2

Secure Access Setup

We’ll guide you on providing safe, limited access (read-only if you prefer) so we can run the check without interrupting your daily work.

Step 3

Expert Health Check

Our certified Salesforce consultants analyze your org for performance, data quality, security, and storage.

Step 4

Receive Your Report

You’ll get a clear, easy-to-read report highlighting issues, quick wins, and recommendations tailored to your org.

Step 5

Next Steps (Optional)

If you’d like, we’ll walk you through the findings and discuss how we can help fix or optimize areas beyond the free check.

Get my FREE Health Check Now

Who is this for?

✓ Salesforce Admins who want a quick health snapshot

✓ Business leaders are concerned about ROI on Salesforce

✓ Teams facing adoption, performance, or data issues

✓ Companies scaling Salesforce and preparing for the next growth stage

Salesforce Health Check Plans

$3999
$ FREE
  • User Login & Adoption Review
  • System Performance Snapshot
  • Top 5 Data-Quality Issues
  • Basic Security Audit
  • Storage Usage Overview
  • License Usage Check
  • Inactive Users Identification
  • Workflow & Automation Scan
  • Maintenance Checklist
  • Quick-Win Recommendations
  • Custom Code & Apex Review
  • Integration & API Usage Review
  • Reports & Dashboards Usage Audit
  • Release Readiness Check
  • End-User Training & Adoption Strategy
  • Consultation with Certified Experts (30 mins Free)
Get the FREE Health Check
Free for a limited period or until slots are full*
$ Advanced
  • User Login & Adoption Review
  • System Performance Snapshot
  • Top 5 Data-Quality Issues
  • Basic Security Audit
  • Storage Usage Overview
  • License Usage Check
  • Inactive Users Identification
  • Workflow & Automation Scan
  • Maintenance Checklist
  • Quick-Win Recommendations
  • Custom Code & Apex Review
  • Integration & API Usage Review
  • Reports & Dashboards Usage Audit
  • Release Readiness Check
  • End-User Training & Adoption Strategy
  • Full Ongoing Support
Get a Comprehensive Health Check

*If your Salesforce Org has more than 100 users, we recommend the Advanced Plan for a Comprehensive Health Check.

You get a Dedicated Professional + Comprehensive Audit + Fixes + Ongoing Support

Real Results from Our Health Checks

A leading retail brand was struggling with low Salesforce adoption and rising license costs. During our free health check, we identified multiple inactive users still consuming paid licenses and thousands of duplicate customer records. By deactivating unused licenses and cleaning up duplicate data, the client saw a 25% increase in adoption and 15% reduction in storage costs within the first month.
Retail Client
– Adoption & Storage Issues
A mid-sized financial services company requested a Salesforce review before a compliance audit. Our health check revealed overly broad permission sets, shared logins, and unsecured data access. With quick adjustments to profiles and roles, the client improved system security, ensured regulatory compliance, and gained confidence ahead of their audit — without disrupting daily operations.
Financial Services Client
– Security & Compliance Risks
A fast-growing SaaS startup noticed Salesforce slowing down as they scaled. Our health check revealed bottlenecks in page load times, outdated workflows, and storage nearing capacity. By optimizing automations and suggesting a storage strategy, the startup experienced faster system performance and a smoother onboarding experience for new users, preparing them for future growth.
Technology Startup
– Performance & Scalability
A healthcare provider faced difficulties in running accurate reports due to incomplete and inconsistent patient data. Our free health check highlighted missing required fields, duplicate contacts, and outdated information. We recommended a data hygiene framework and provided a simple maintenance checklist. Within weeks, the client reported 40% improvement in report accuracy and better decision-making.
Healthcare Client
– Data Quality Challenges

Get Started Today

Don’t wait until inefficiencies slow you down. Request your Free Salesforce Health Check today and Make sure your Salesforce org is secure, optimized, and future-ready

Frequently Asked Questions

It’s a quick audit of your Salesforce org to identify performance, data, security, and storage issues — along with easy-to-apply recommendations.

Yes, completely free. You’ll get a report with insights and recommendations, with no obligation to purchase additional services.

No, the health check is read-only and does not interfere with your live system or user activities.

Typically, you’ll receive your health check report within 3–5 business days, depending on your org size.

We usually ask for temporary read-only access so we can review configurations securely. Your data privacy and security are always respected.
This service is perfect for Salesforce Admins, Business Leaders, or IT teams who want to keep their Salesforce org optimized, secure, and cost-efficient.
This service is perfect for Salesforce Admins, Business Leaders, or IT teams who want to keep their Salesforce org optimized, secure, and cost-efficient.
Not at all. This free health check is available to any organization using Salesforce.
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