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The full-org checkup
Salesforce Health Check
Your whole Salesforce org, reviewed end to end: security, data, automation, and adoption, all scored and ranked, with a 90-day plan to fix what matters most.
- Fixed price
- $3,500
- Covers
- Your whole org, 4 areas
- Timeline
- 2 weeks
- You keep
- Scored report and roadmap
Fee credit 100% of your $3,500 counts toward any Small-Scope Build or project you start with us within 60 days of your readout.
Sound familiar?
- Leadership double-checks dashboard numbers in a spreadsheet.
- Nobody remembers why half the automations exist.
- Your team works around Salesforce instead of in it.
- You're planning a big change and want to know what you're building on.
Each of these is a symptom. The Health Check finds the cause.
What we audit
- Security model: profiles, permission sets, and sharing, reviewed at a high level
- Data quality: duplicates, missing information, and fields nobody uses
- Automation inventory: every Flow, workflow rule, and Process Builder, and which still earn their keep
- Adoption signals: who logs in, what gets updated, and where people work around the system
Four areas, one scored report. Week 1 we pull and analyze. Week 2 we score, rank, and walk you through it live.
Health Check or Security & Access Review?
Both are fixed-price ways to start. The difference is how much of your org we look at.
Security & Access Review
Who can see and change what?
- Covers
- Security only, in depth: profiles, permission sets, sharing, field-level security, MFA, and login posture.
- Price and time
- $2,000 · 1 week
- You get
- Security scorecard and a ranked fix list
- Best when
- You have a specific security worry, an audit coming up, or a lot of staff turnover.
Salesforce Health Check
How healthy is our whole org?
- Covers
- Your whole org across 4 areas: security model, data quality, automation, and adoption.
- Price and time
- $3,500 · 2 weeks
- You get
- Scored report across all 4 areas and a 90-day roadmap
- Best when
- You want the full picture before you plan, invest, or hire.
What you get
- Scored report across 4 domains. Where your org is strong, where it's fragile, and why.
- Prioritized 90-day roadmap. The fixes that matter most, in the order that makes sense.
- Live readout call. We walk through every score and answer your questions.
90-day roadmap, first 3
- Turn on duplicate rules for Contacts
- Retire 4 legacy workflow rules
- Remove 6 unused admin licenses
How it works
- 01
Kickoff
A short call to understand your goals, your team, and what's prompting the check, and to agree on the access we need.
You get- Your goals and priorities, written down
- A clear list of the access we need
- 02
Week 1: Analyze
We pull and analyze your security model, data, automation, and adoption signals across the whole org.
You get- An inventory of your automation and data
- A snapshot of how your team actually uses Salesforce
- 03
Week 2: Score and readout
We score and rank every finding, then walk you through the report and roadmap live.
You get- Scored report across all 4 areas
- Prioritized 90-day roadmap
What's in scope
Included
- Review of security, data quality, automation, and adoption
- A scored report across all 4 domains
- A prioritized 90-day roadmap
- A live readout call with your team
Not included
- Making the fixes (your team can, or we'll quote it separately)
- Custom code or integration testing
- Ongoing support after the readout
Who you'll work with
Devohne "Devo" Perez Mercado, Founder
Every engagement is led by Devo, who has spent more than a decade on the Salesforce platform across business, government, and nonprofit orgs.
Who it is for
Teams who suspect their org has drifted, inherited it from someone else, or are about to invest in something new and want a clear picture first. It works whether you have 12 users or 1,200.
Common questions
No. Right-sized is the whole model. A clear picture of your org is just as valuable for a small team, and the roadmap is sized to what you can actually take on.
Happily. We often pair with an in-house or accidental admin, handle the architect-level work, and leave them stronger than we found them.
You get the report and roadmap regardless. Execute it internally, hire us for pieces of it, or do nothing. There is no forced next step, and if you do hire us for a build or project within 60 days, your $3,500 is credited.
Yes. If you start a Small-Scope Build or project with us within 60 days of your readout, the full $3,500 comes off that invoice.
Other ways to start
Not quite the right fit?
Security & Access Review
$2,000
Profiles, permission sets, sharing, and login posture, with a scorecard and a ranked fix list.
See details →Small-Scope Build
from $4,500
One clearly scoped process or automation, designed, built, documented, and handed over working.
See details →Fractional Admin Support
from $600/mo
Certified Salesforce help every month, without the cost of a full-time hire.
See details →