Salesforce Health Check & Org Audit
A comprehensive Salesforce audit evaluating performance, security, automation, reporting, data quality, and governance— delivering a clear, prioritized roadmap to reduce technical debt and improve scalability.
Trusted by Salesforce-driven organizations nationwide.
Signs Your Salesforce Org Needs a Health Check
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
- Admin access has expanded without clear governance
- Technical debt has accumulated over time
- Integrations create duplicate or inconsistent data
- Security and sharing settings haven’t been reviewed recently
- You’re planning AI, CPQ, or a major Salesforce initiative
- You’ve acquired a new org
If two or more of these apply, your Salesforce org likely has hidden technical debt limiting performance, security, and scalability.
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 sprawl
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 begin with a kickoff session to understand your business objectives, technical landscape, current challenges, and upcoming initiatives. We align on scope, access, and success criteria.
Org Review & Technical Analysis
Our Salesforce Architects conduct a comprehensive audit across security, automation, data model, integrations, reporting, performance, and governance.
Stakeholder Interviews
We speak with key users and administrators to understand real-world workflows, adoption patterns, and operational pain points.
Risk Scoring & Prioritization
Findings are categorized by impact and urgency— identifying performance bottlenecks, security exposure, and scalability constraints.
Executive Readout & Roadmap
You receive a graded Health Scorecard and a prioritized remediation roadmap presented in clear, executive-ready language.
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
Business and technical lens
Clear prioritization executives actually use
Actionable roadmap tied to business impact
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 model, reporting, integrations, and governance — with clearly defined risk levels.
A prioritized breakdown of performance bottlenecks, security exposure, technical debt, and scalability constraints.
A structured action plan outlining what to fix first, what can wait, and what delivers the greatest impact.
Identified improvements that increase performance, strengthen governance, and improve adoption.
A clear, executive-ready summary translating technical findings into business impact and ROI.
A clear inventory of legacy automations, fragile architecture, and accumulated complexity impacting performance and scalability.
Uncover the hidden issues in your org.
Organizations That Trust VectorX
From manufacturing to nonprofit, we help growing organizations stabilize and scale their Salesforce environments.
Schedule Your Salesforce Health Check
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.