We audit your Salesforce org across 6 areas, deliver a prioritised written report, and walk you through the findings on a 45-minute call — completely free.
The health check is most valuable when one or more of these applies:
6 areas covering the full health of your Salesforce org — not a surface-level check.
Everything delivered within 5 business days of org access.
A clear, prioritised document covering every area reviewed — with specific findings, not generic recommendations.
Issues ranked by impact and effort: what to fix today, this quarter, and what to plan for next year.
A shortlist of changes you or your admin can make immediately — no paid engagement required.
Mitesh walks you through the findings, answers questions, and recommends next steps. No sales pressure.
Ready in 5 business days
From org access to written report delivered to your inbox.
Yes — completely free, no strings attached. We review your org, deliver a written report, and hold a debrief call at no cost. Some clients then choose to engage us for remediation work; many don't. Either way, you get a clear picture of where your Salesforce org stands.
We request read-only System Administrator access for the duration of the audit. We do not make any changes to your org during the health check. Access can be revoked immediately after the debrief call.
We complete the audit within 5 business days of receiving org access. The debrief call is typically scheduled within 2 days of the report delivery.
The health check is best suited for orgs with 5–250 Salesforce users. Larger enterprise orgs are welcome — contact us to discuss scope and timeline.
Yes — and we specifically look at Apollo.io integration health, data sync gaps, and Agentforce readiness as part of our audit scope. These are areas most generic Salesforce audits miss entirely.
Takes 10 minutes to set up. We handle everything else — org access, audit, report, and debrief — within 5 business days.
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