Hidden Technical Debt
Legacy automations, unused fields, and workarounds that slow everything down
Independent Salesforce Quality Audits
Is your Salesforce org actually working for you?
Your implementation partner says everything's fine. But hidden issues quietly drain productivity, erode trust, and limit ROI. Get an unbiased assessment powered by expert experience and AI.
Common Salesforce Problems We Solve
Security Gaps
Overly permissive access, exposed sensitive data, and compliance risks
Unrealized Potential
Features you're paying for but not using, and processes that could be automated
How Our Salesforce Audit Works
A clear process from first call to actionable insights
01
Discovery Call
We learn about your org, pain points, and what success looks like
02
AI-Powered Scan
Our tools analyze your org's metadata, configurations, and patterns
03
Expert Review
Certified architects review findings and identify what matters most
04
Actionable Report
You receive a prioritized roadmap with clear recommendations
What We Audit
Comprehensive Salesforce org health check across every critical dimension
Configuration & Architecture
Object model, page layouts, record types, and overall org structure
Automation & Code Quality
Flows, Process Builders, Apex triggers, and technical debt assessment
Data Integrity
Duplicate records, data quality, field utilization, and storage optimization
Security & Permissions
Profiles, permission sets, sharing rules, and field-level security
User Adoption
Login patterns, feature usage, and adoption bottlenecks
Best Practices Compliance
Alignment with Salesforce Well-Architected framework standards
Why Choose an Independent Salesforce Audit?
Unbiased Assessment
We don't sell implementations. Our only goal is telling you the truth about your org.
Experience + AI
Certified architects augmented by AI that spots patterns humans miss.
Actionable, Not Overwhelming
Prioritized recommendations you can actually act on.
WHAT YOU GET
- Executive summary with key findings
- Detailed technical assessment
- Risk severity ratings
- Prioritized remediation roadmap
- Estimated effort for each fix
- 30-minute walkthrough call
Frequently Asked Questions
Everything you need to know about our Salesforce audit process
Most audits are completed within 2-3 weeks, depending on org complexity. The initial scan takes 24-48 hours, followed by expert analysis and report preparation.
We require read-only access to metadata and configurations. We never modify your org or access your business data without explicit permission.
That's actually an ideal time for an audit. A post-implementation review catches issues early, before they become embedded in your processes.
Our primary focus is independent assessment. However, we can recommend trusted implementation partners or discuss remediation support separately.
We specialize in mid-market and enterprise organizations with complex Salesforce implementations.
Salesforce Optimizer provides basic automated checks. Our audit combines AI-powered analysis with expert human review to identify architectural issues, security gaps, and optimization opportunities that automated tools miss.
Ready to See What's Really Going On?
Book a free discovery call. No commitment, no hard sell.
No commitment required. Just an honest conversation.