Slow Reports. Bad Data.
Frustrated Users.
We Fix That.
We audit your Salesforce environment top to bottom and hand you a prioritized plan to fix what matters most. Most orgs see results in weeks, not months.
A quick call to see if a Health Check is right for you. No pressure.
Organizations That Trust VectorX
From nonprofits to national brands, we’ve seen it all.
Sound Familiar?
Most Salesforce orgs accumulate complexity over time. Here are common indicators your system may need a structured audit:
- Page loads are slow or inconsistent
- Reporting and dashboards aren’t trusted
- Automations (Flows, Apex, legacy processes) feel fragile
- Integrations create duplicate or inconsistent data
- You’re planning AI, CPQ, or a major Salesforce initiative
- Admin access and security settings have expanded without clear governance or recent review
If two or more hit home, let’s talk.
What Our Salesforce Health Check Evaluates
Our structured Salesforce audit examines the critical layers of your Salesforce environment to identify risk, inefficiency, and scalability constraints.
Security & Access Controls
Profiles, permission sets, and role hierarchy
Sharing model configuration
Admin privilege expansion
Password and session policies
Inactive users and exposure risks
Automation & Technical Architecture
Flow design and complexity
Apex code coverage and triggers
Legacy Workflow & Process Builder cleanup
Scheduled jobs and background processes
Performance-impacting automations
Reporting & Analytics
Dashboard reliability and ownership
Report usage and redundancy
Data accuracy and field consistency
Adoption of analytics across teams
Data Model & Schema
Object relationships and scalability
Field sprawl and layout complexity
Storage utilization and growth trends
Duplicate management strategy
Integrations & External Systems
API usage patterns
Integration error handling
Data synchronization consistency
Third-party package risk
Governance & Change Management
Release management process
Sandbox-to-production alignment
Source control and deployment practices
Admin oversight and role clarity
How the Health Check Works
Our Health Check is structured, efficient, and designed to minimize disruption to your team while delivering actionable insight.
Discovery & Alignment
We kick off with stakeholder interviews and a deep dive into your business objectives, technical landscape, current pain points, and upcoming initiatives. We align on scope, access, and what success looks like.
Org Review & Technical Analysis
Our Salesforce Architects conduct a comprehensive audit across security, automation, data model, integrations, reporting, performance, and governance.
Risk Scoring & Prioritization
Findings are categorized by impact and urgency, pinpointing performance bottlenecks, security gaps, and scalability risks so you know exactly what to fix first.
Executive Readout & Roadmap
You receive a graded Health Scorecard and a prioritized remediation roadmap, presented in clear, executive-ready language. No jargon dumps, just what to do and why.
Most Health Checks are completed within 2–4 weeks, depending on org complexity.
Why VectorX Health Checks Are Different
Led by senior Salesforce Architects— not junior admins
Independent, objective assessment
We translate technical findings into business impact
Clear prioritization executives actually use
Actionable roadmap tied to business impact
With over a decade of average experience across our delivery team, we know Salesforce inside and out.
What You Get After a Salesforce Health Check
Every Health Check engagement concludes with clear, actionable deliverables designed for both technical teams and executive leadership.
Category-level scoring across security, automation, data, reporting, integrations, and governance with clearly defined risk levels.
A prioritized breakdown of performance bottlenecks, security exposure, legacy automations, and scalability constraints.
A structured action plan outlining what to fix first, what can wait, and what delivers the greatest impact.
A clear, business-ready presentation translating technical findings into impact and ROI — built for leadership, not just your tech team.
Uncover the hidden issues in your org.
Book A Free Consultation
Our Salesforce Health Check delivers a structured audit, risk scoring, and executive-ready roadmap — so your team knows exactly what to fix and why it matters.