Salesforce Healthcheck:
One to two hours with a Salesforce engineer - free of charge

Salesforce Health Check

What this means in practice

A structured working session, not a sales presentation.

Duration

60–120 minutes, remote via Teams or Zoom. On-site in the Zurich area upon request.

Who participates

On our side, a Salesforce engineer with 10 years of platform experience.

On your side, ideally two people: someone with a technical view of the org (admin, developer, integrator) and someone from the business side who is responsible for the processes. In practice, the interaction between these two perspectives yields the most insights.

Org access

Not required. If you would like to share your screen during the session or set up read-only access in advance, the analysis will be more concrete—that is entirely up to you.

Result

Within five business days, you will receive a concise written report of two to three pages: findings, an assessment of the respective risks or potential, and recommended next steps. The document is yours and is written in a way that you can share it internally.

Choose your focus

You determine the focus:

Path A — Assessment

‍You aren't sure where you stand. We will review your org across six dimensions: security and access model, automation and technical debt, data quality, usage and licenses, integrations, and process fit with Salesforce standards. By the end, you will know which two or three topics require attention—and which do not.

Path B — Specific challenge

‍You have a problem and need a second opinion from someone who has solved similar issues multiple times. We go deep rather than broad.

Potential topics

What clients come to us with:

From the business and leadership perspective

• Salesforce is in place, but the team is still working in Excel
• Reports and forecasts are not reliable enough for decision-making
• Every customization takes longer and costs more than the last one
• We are paying for licenses and features whose value is unclear
• An inspection or audit is coming up, and we don't know where our gaps are
• We have taken over an org – due to an acquisition, staff turnover, or a change in partners – and don't know what's inside it

From a technical perspective

• A complex Flow or Apex design that is hitting its limits
• Integrations with ERP, financial, or core systems that are unstable or losing data
• Permission and sharing models that have become confusing over the years
• Deployment and DevOps: releases are risky or too slow
• Performance and scalability as data volume grows
• A planned architecture that you want a second opinion on before building begins

Bring a topic from one of the two lists – or one of your own. Not sure if your topic is a good fit? Send us a few lines, and we’ll be honest about whether the session is worth it.

Result

What you get after the Salesforce Health Check:

An evaluation of which of your findings are actual risks and which are working well enough to leave as they are.

Two to three quick wins that your team can implement themselves.

Larger-scale topics with an honest assessment of the effort and priority involved.

A brief written report that you can use internally, including as a basis for budget discussions.

You can find more information about our Salesforce and MuleSoft services here.