A Salesforce Health Check sounds like one of those vague consultancy products that means whatever the consultant wants it to mean. So here's what ours actually involves and what you can expect to walk away with after 30 minutes.
What we look at in 30 minutes
Half an hour isn't long enough to audit a Salesforce org properly. It is long enough to spot the patterns that are costing you money or driving your team mad. We screen-share with someone who has admin access and look at:
- Page layouts and field counts. If your standard Account page has 70 fields, we already know what your sales team is doing instead of using Salesforce.
- Active workflows, flows and process builders. Especially the ones that haven't been edited in three years.
- Pipeline stages. How many, what they're called, how often deals get stuck in each one.
- Data hygiene snapshot. Duplicate accounts, contacts with no email, opportunities open longer than a year.
- Adoption signals. Login frequency, who's actually creating records, who isn't.
- Reports and dashboards. Whether the leadership team's dashboard is actually loading the metrics they think it is.
What we usually find
After running these for three years, the same five things come up on almost every Health Check:
- Shadow spreadsheets. The real pipeline lives in someone's Excel. Salesforce is the place reports get pulled from on a Friday afternoon, badly.
- Fields nobody fills. Twenty per cent of fields hold ninety per cent of the data. The rest are clutter, and worse, they make sales reps mistrust the form.
- Pipeline stages nobody uses. "Qualified" and "Negotiation" do all the work. The other six stages exist because someone read a methodology book in 2019.
- Stale data. Accounts last contacted in 2021, opportunities still "open" from when half the sales team worked there.
- Automations that fire silently and break things. A workflow rule from 2018 is still copying values between fields and confusing your reports.
None of these are unusual. All of them are fixable.
What you walk away with
Inside 24 hours of the call you get a written summary covering:
- The top three issues we'd fix first, in priority order, with a rough effort estimate.
- Anything that looked like a quick win — usually a layout simplification or a duplicate-cleanup script.
- Anything that looked like a structural problem — usually around process design or licensing fit.
- An honest read on whether you'd benefit from more help, or whether your existing team can handle it.
You don't have to do anything with the summary. It's yours to use, share with another partner, or file away.
What we don't do
We don't run a 60-page audit, charge £4k, and present a deck three weeks later. We don't make changes to your org during the call. We don't send a sales follow-up sequence. If we think you don't need our help, we'll say so and recommend what you should do instead.
Book a Health Check on the Salesforce Health Check page, or look at our wider Salesforce services if you already know what you need.
Frequently Asked Questions
Is the Salesforce Health Check really free?
Yes — the first 30 minutes plus the written summary are free. There is no obligation to engage us afterwards.
What access do you need?
Read-only admin access on a screen-share is enough. We don't need standalone credentials and we don't make changes during the call.
Will you try to sell us something?
We'll tell you honestly whether we think you need help and what kind. If your in-house team can fix it, we'll say so.
How is this different from a paid audit?
A paid audit is a deeper exercise — usually two to four weeks, with documentation and recommendations covering the whole org. The Health Check is a fast triage to spot the obvious problems.
Do you cover Marketing Cloud, Service Cloud and Data Cloud too?
The standard Health Check focuses on Sales Cloud, but we can extend the same approach to Service Cloud or Marketing Cloud on request. Data Cloud reviews are a separate exercise.