love unITed Solutions
The fast, focused first step
Salesforce Security & Access Review
A deep dive on one question: who can see and change what in your Salesforce org, and what to fix first. One week, one fixed price.
- Fixed price
- $2,000
- Covers
- Security and access, in depth
- Timeline
- 1 week
- You keep
- Scorecard and fix list
Fee credit 100% of your $2,000 counts toward any Small-Scope Build or project you start with us within 60 days of your readout.
Sound familiar?
- Nobody is quite sure who can see salary, donor, or customer data.
- Several people have System Administrator access "just for now."
- People have left, but their access never did.
- An audit, renewal, or security questionnaire is coming up.
If any of these sound like your org, one week is all it takes to know for sure.
What we review
- Profiles and permission sets
- Sharing rules and field-level security
- MFA readiness and login posture
- Who really holds admin-level access
All of it mapped against how your team actually works, not just how the org was set up years ago.
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
- Security scorecard. A clear picture of who can see what across your org.
- Ranked remediation checklist. What to fix first, in order of risk.
- Live readout call. We walk you through every finding and answer your questions.
- Admin-level accessHigh risk
- Sharing rulesNeeds attention
- Field-level securityNeeds attention
- Profiles & permission setsIn good shape
- MFA & login postureIn good shape
Fix first: 9 users with "Modify All Data" who don't need it.
How it works
- 01
Kickoff
A short call to agree on scope and the access we need, so you know exactly what we'll look at before we start.
You get- Agreed scope for the week
- A clear list of the access we need
- 02
Review
We map profiles, permission sets, sharing, field-level security, and login posture against how your team really works.
You get- A map of who can see and change what
- High-risk access flagged as we find it
- 03
Readout
We walk through every finding together live and answer your questions.
You get- Security scorecard
- Ranked remediation checklist
What's in scope
Included
- Review of profiles, permission sets, and permission set groups
- Sharing rules, org-wide defaults, and field-level security
- MFA readiness and login posture
- Security scorecard, ranked checklist, and a live readout call
Not included
- Making the fixes (your team can, or we'll quote it separately)
- Code, integration, or penetration testing
- Ongoing monitoring 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 that haven’t looked closely at their permissions in a while, have grown fast, or have users who came and went without anyone cleaning up behind them. It’s also a clear, low-risk first step for public sector teams who need to know their access model holds up before an audit asks.
Common questions
A short kickoff call and access to your org for the week of the review. We'll tell you exactly what access we need before we start, and we follow your approval processes.
The scorecard and checklist are yours either way. Fix things in-house, have us handle pieces of it, or move into fractional admin support. There's no forced next step, and if you do hire us to fix things within 60 days, your review fee is credited.
Yes. If you start a Small-Scope Build or project with us within 60 days of your readout, the full $2,000 comes off that invoice. You're never paying twice to get the fixes done.
Yes. We coordinate with your internal teams and document every finding so your staff can act on it after we leave.
Other ways to start
Not quite the right fit?
Salesforce Health Check
$3,500
A full org audit with a scored report across 4 domains and a prioritized 90-day roadmap.
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 →