Salesforce org audit
Find out what is actually broken in your Salesforce
A Salesforce Health Check is a fixed-price technical audit across six domains. We review security, data quality, performance, org structure, licenses and integrations, then hand you a report that names every issue, rates its severity and tells you what to do about it.
Not ready for the paid audit? The free scorecard covers the same six domains in 30 questions, takes under eight minutes and needs no sign-up.
Who it's for
Built for companies that already run Salesforce
If your team has used Salesforce for more than a year, there is a high chance the org needs a review. These are the four situations we see most often.
Mid-market companies
Your Salesforce has grown organically. Custom fields, workflows and permissions accumulated over years with no architectural review, and nobody can say whether what you have is working or quietly costing you.
Post-implementation
You recently went live and want to validate the work, or you inherited a setup from a previous partner and need an independent review before scaling it further.
Companies with a specific pain point
Reports show inconsistent data. Integrations keep failing. API limits are being hit. Pages are slow and users are complaining. Something is clearly wrong and you need someone to find it and name it.
Pre-project situations
You are considering a larger Salesforce project but not ready to commit. The Health Check gives you a documented starting point and a scoped roadmap before any major investment.
Pricing
How much does a Salesforce Health Check cost?
A Salesforce Health Check from TrueSolv costs a fixed $990 for any org up to 500 users, with no discovery call required to see the price and no custom quotes. That covers the full audit scope described on this page.
The $990 Health Check includes
Free alternative
Salesforce Health Check self-assessment scorecard
Not ready to commit to the paid audit? Start with the free self-assessment. Thirty questions across the same six audit domains, and an instant health score for your org.
- 30 questions across 6 domains, under 8 minutes
- Instant score from 0 to 100 with a category breakdown
- Personalized recommendations for your weakest areas
- No sign-up required
Common findings
Nine signs your Salesforce org needs a Health Check
These are the nine problems we diagnose most often. Most orgs have at least three of them.
Nobody knows if the org is actually secure
Profiles and permission sets have grown without review. Former employees may still have access. Sharing rules are unclear to everyone.
Reports show different numbers in different views
When the same question gives different answers in different dashboards, trust in the CRM breaks down entirely.
Salesforce is slow and users are complaining
Page loads take too long, reports time out and API calls fail. That drives abandonment and quietly undermines adoption.
You are paying for licenses nobody uses
Unused licenses, unused feature clouds and overstated storage consume budget that could fund actual growth.
Integrations keep breaking and nobody knows why
Third-party connections fail silently, data does not sync correctly, and nobody owns the integration layer.
Too many automations, and they conflict
Legacy workflows, process builders and flows have piled up. Some conflict with each other. Some reference fields that no longer exist.
You cannot prove ROI to leadership
A new VP or CFO is asking what the company got for its Salesforce investment, and the team has no answer ready.
Nobody understands your own system
A previous partner left without documentation. New initiatives stall because nobody can map the dependencies.
You need to know if it will hold as you scale
Before growing from 30 to 150 users or entering new markets, you need to know whether the foundation is solid.
What we check
Six domains, every corner of your Salesforce org
A structured methodology covering every critical area of your Salesforce environment.
Security and access controls
- Password policies and session settings
- User permissions, profiles and permission sets
- Sharing rules and org-wide defaults
- Active vs inactive users and former employees
- Connected apps and OAuth authorizations
Data quality and management
- Duplicate record rate across key objects
- Field completeness for standard fields
- Stale records with no recent activity
- Custom field utilization rates
- Picklist value consistency
System performance and scalability
- Governor limit consumption analysis
- API call usage against daily limits
- Apex code, batch jobs and scheduled processes
- Report and dashboard performance
- Data and file storage usage
Org structure and customization
- Custom object count and utilization
- Workflow rules, process builders and flows
- Redundant or conflicting automations
- Apex triggers and code coverage
- Installed packages and version status
License and contract usage
- License allocation against active users
- Feature licenses and add-on cloud usage
- API-only users and service accounts
- Storage overages and approaching limits
- Renewal date and contract alignment
Integrations and API health
- Connected third-party systems review
- API error rates and failed sync logs
- Named credentials and external system config
- Middleware and ETL tool assessment
- Webhook and outbound message setup
How we compare
The same depth, without the enterprise price tag
Most Salesforce audits are priced at $8,000 to $60,000 and take four to eight weeks. We deliver the same depth at a price that removes the barrier to starting.
| Provider type | Typical price | Delivery time | Transparent pricing | Fixed scope |
|---|---|---|---|---|
| TrueSolv Health Check | $990 | 5–7 days | Yes | Yes |
| Big 4 consulting | $30,000 – $60,000 | 6–12 weeks | No | No |
| Salesforce partner (tier 1) | $10,000 – $30,000 | 4–8 weeks | No | No |
| Salesforce partner (boutique) | $8,000 – $15,000 | 3–6 weeks | No | No |
| Freelance consultant | $2,000 – $8,000 | 2–4 weeks | Rarely | Rarely |
Price ranges are indicative of the market and vary by scope, region and org size.
How it works
Four phases over 5–7 business days
You will know exactly what to expect at every step, and your involvement is limited to two calls.
Intake call
We send a short questionnaire in advance. On the call we cover your org context, known pain points and priorities. You grant read-only access.
Audit and analysis
Our engineers run a hands-on review across all six domains, combining native Salesforce tooling with structured manual review.
Report preparation
Findings are compiled with severity ratings. Each issue gets a plain-language description, its business impact and a recommended action.
Delivery call
We walk through the findings, explain priorities and answer questions. You leave with the report, summary, action list and a 30-day window.
What you get
Everything included for $990
Every deliverable is actionable and written for your team, not for a filing cabinet.
Full Health Check report
A 20–40 page PDF with every finding across the six domains, each with a severity rating and a recommendation.
IncludedExecutive summary
One to two pages. The top five priorities written for leadership, ready to share with a VP, CFO or board without translation.
IncludedAction item list
A spreadsheet with every recommendation, severity level, estimated effort in hours and a suggested owner. Plug it straight into your sprint.
IncludedQuick wins checklist
Items your admin can fix in under two hours, grouped separately so you can start improving the same day as the delivery call.
IncludedDelivery presentation
The slide deck used during the delivery call, left with you for sharing internally at leadership or team meetings.
Included30-day question window
One month of follow-up questions over email or Slack after the delivery call, at no extra charge.
IncludedQuestions
Frequently asked questions
Everything worth knowing before booking a Salesforce Health Check.
Next step
Two ways to find out where your org stands
Book the $990 Health Check
A full six-domain technical audit delivered in 5–7 business days, with a written report, a prioritized action list and a walkthrough call. Fixed price, no custom quote required.
Book my Health CheckStart with the free scorecard
Thirty questions across the same six domains, an instant score out of 100 and recommendations for your weakest areas. Under eight minutes, no sign-up, nothing to commit to.
Take the free assessment