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Salesforce health
Check

A complete Salesforce Health Check audit. We find what is broken, what is costing you money, and what needs to be fixed.

Get my Salesforce Check
Free Salf-Assesment
salesforce health check truesolv
Salesforce Health Checkup — $990 Org Audit | TrueSolv
5-7 Business Days
Fixed Price
6 Audit Domains
Certified Experts
Actionable Report

Built for Companies That Run Salesforce

If your team uses Salesforce and has done so for more than a year, there is a high chance the org needs a review.
Here are the most common situations:

Mid-Market Companies

Your Salesforce has grown organically. Custom fields, workflows, and permissions have accumulated over years with no architectural review. You are not sure if what you have is working well or costing you.

Post-Implementation

You recently went live with a Salesforce implementation 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. Users are complaining. Something is clearly wrong and you need someone to find it and name it.

Pre-Project Situation

You are considering a larger Salesforce project but not ready to commit. The Checkup gives you a concrete, documented starting point and a scoped roadmap before any major investment.

One Price.
Everything Included.

No discovery call required to see the price. No custom quotes. $990 covers the full audit scope described above for any Salesforce org.

The $990 Check includes:

45-minute intake call and pre-engagement questionnaire
Full six-domain audit of your Salesforce org
20-40 page findings report with severity ratings
Executive summary for leadership
Prioritized action item list with effort estimates
Quick wins checklist for immediate fixes
60-minute delivery call with walkthrough
30-day follow-up Q&A window included
Salesforce Health Check
$990
Delivery in 5-7 business days
Read-only org access required
Works for any Salesforce edition
Certified Salesforce professionals
GDPR-aware review for EU orgs
English-language report
Book My Health Check

Salesforce Health Check
Self-Assessment Scorecard

Not ready to commit to the paid audit? Start with the free self-assessment. Answer 30 questions across the same six audit domains and get an instant health score for your org.

30 questions across 6 domains — takes under 8 minutes
Instant score from 0 to 100 with category breakdown
Personalized recommendations for your lowest-scoring areas
Salesforce Health Check Scorecard
See how your org stacks up across all 6 audit domains
Security & Access Controls
20 pts
System Performance
15 pts
Data Quality
20 pts
Org Structure
20 pts
License Usage
10 pts
Integrations & API
15 pts
Your total score
? / 100
Take the Free Assessment
No sign-up required  ·  Results in under 8 minutes

Recognize Any of These?

These are the nine most frequently cited Salesforce problems we diagnose. Most orgs have at least three.

01

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.

02

Reports show different numbers in different views

When the same question gives different answers in different dashboards, trust in the CRM breaks down entirely.

03

Salesforce is slow and users are complaining

Page loads take too long. Reports time out. API calls fail. This drives user abandonment and undermines adoption.

04

We are paying for licenses we do not use

Unused licenses, unused feature clouds, and overstated storage consume budget that could fund actual growth.

05

Integrations keep breaking and nobody knows why

Third-party connections fail silently. Data does not sync correctly. Nobody owns the integration layer.

06

Too many automations and they conflict with each other

Legacy workflows, process builders, and flows have accumulated. Some conflict. Some reference deleted fields.

07

We cannot prove ROI to leadership

A new VP or CFO is asking what the company got for its Salesforce investment and the team cannot answer.

08

We do not understand our own system

A previous partner left without documentation. New initiatives are blocked because nobody understands dependencies.

09

We need to know if the setup will hold as we scale

Before growing from 30 to 150 users or entering new markets, you need to know if the foundation is solid.

Six Domains. Every Corner
of Your Salesforce Org.

Our structured methodology covers all critical areas of your Salesforce environment.

Security & Access Controls

  • Password policies and session settings
  • User permissions, profiles, permission sets
  • Sharing rules and org-wide defaults
  • Active vs. inactive users and former employees
  • Connected apps and OAuth authorizations

Data Quality & 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 & Scalability

  • Governor limit consumption analysis
  • API call usage vs. daily limits
  • Apex code, batch jobs, scheduled processes
  • Report and dashboard performance
  • Data and file storage usage

Org Structure & Customization

  • Custom objects count and utilization
  • Workflow rules, process builders, flows
  • Redundant or conflicting automations
  • Apex triggers and code coverage
  • Installed packages and version status

License & Contract Usage

  • License allocation vs. 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 & 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

Most Salesforce audits are priced at $8,000 to $60,000 and take 4-8 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

How Health Check Goes

Four clear phases over 5-7 business days. You will know exactly what to expect at every step.

1
Day 1 — 45 min

Intake Call

We send a short questionnaire in advance. On the call, we understand your org context, known pain points, and priorities. You grant read-only access to your Salesforce org.

2
Days 1-4

Audit & Analysis

TrueSolv engineers conduct a hands-on review across all six domains. We use native Salesforce tools combined with structured manual review.

3
Days 4-5

Report Preparation

All findings are compiled with severity ratings. Each issue includes a plain-language description, business impact, and specific recommended action.

4
Day 6-7 — 60 min

Delivery Call

We walk through findings, explain priorities, and answer your questions. You leave with the full report, an executive summary, an action list, and a 30-day Q&A window.

Everything You Get for $990

Every deliverable is actionable and written for your team.

Full Health Check Report

20-40 page PDF with all findings across six domains. Severity ratings and recommendations for every issue found.

Executive Summary

1-2 page PDF. Top 5 priorities written for leadership. Ready to share with your VP, CFO, or board without translation.

Action Item List

Spreadsheet with every recommendation, severity level, estimated effort in hours, and suggested owner. Plug it straight into your sprint.

Quick Wins Checklist

Items your admin can fix in under two hours — flagged and grouped separately so you can start improving immediately after the call.

Delivery Presentation

Slide deck used during the delivery call. Left with you for sharing internally at leadership or team meetings.

30-Day Q&A Access

One month of follow-up questions via email or Slack after the delivery call.

Frequently Asked Questions

Everything you need to know before booking your Salesforce Health Check.

Any company that has been running Salesforce for more than a year benefits from an independent review. The longer an org has been in use without a formal audit, the more likely it has accumulated configuration issues, security gaps, and technical debt. You do not need to have a known problem to benefit — in most cases we find issues the team was not aware of.
We require read-only access via a System Administrator profile. We do not modify any data or configuration. We review the org and report findings only. All access is documented and can be revoked immediately after the engagement. For US companies, we sign an NDA before accessing the org. For European companies, we operate in compliance with GDPR requirements.
The full engagement takes 5-7 business days from the intake call to the delivery call. The intake call is 45 minutes. The delivery call is 60 minutes. Your team's involvement is limited to these two calls plus completing a short questionnaire. The audit itself is conducted entirely by TrueSolv without requiring your time.
The $990 price covers organizations with up to 500 Salesforce users. For larger orgs — particularly those with multiple Salesforce instances, enterprise-scale custom code, or complex multi-cloud setups — we will discuss scope on the intake call and provide a revised quote if needed. In most cases, mid-market orgs fall comfortably within the standard scope.
The Checkup works for all Salesforce editions including Professional, Enterprise, Unlimited, and Developer. It covers Sales Cloud, Service Cloud, and core platform configurations. Add-on clouds such as Marketing Cloud, Revenue Cloud, or Experience Cloud can be included with a scope discussion at intake.
The report includes a recommended next steps section. Some clients take the action list to their internal admin and implement fixes themselves. Others ask TrueSolv to execute the remediation work. There is no obligation to continue with us. If you do want to proceed, we will scope a follow-on engagement based directly on the Checkup findings — you will not be starting from scratch.
Yes. TrueSolv works with companies in the United States, United Kingdom, Germany, Netherlands, the Nordics, and across Europe. For European clients, we apply GDPR-aware review criteria to the security and data quality audit domains. All deliverables are in English. Calls can accommodate CET and EST time zones.