Salesforce Health Check + Integration Audit
A one-week diagnostic of your existing Salesforce + adjacent integration estate. Output is a written audit your team can act on, and a scoped recommendation if you decide to pursue remediation.
Included
- Read-only access to Salesforce + 1 adjacent system (NetSuite, HubSpot, Marketo, etc.)
- Integration inventory: every flow, source/target, volume, owner
- Data quality + sync drift sample (where applicable)
- Security posture review (sharing rules, field permissions, integration users)
- Technical debt register with severity + remediation effort estimate
- Written report (10-15 pages) + 60-minute walkthrough with your team
- Optional: scoped fixed-bid SOW for the top 3 remediation items
Best for
You inherited the Salesforce org. You want an outside read before committing to a larger engagement. You need ammunition for a board / budget conversation.

