Diagnose, Optimize & Future-Proof Your Salesforce Org
A structured audit of your Salesforce org covering security, performance, automation efficiency, technical debt, and user adoption — with a prioritized remediation roadmap.
Talk to a Salesforce Expert
Get a free, no-obligation consultation
Know Exactly What Is Slowing Your Org Down
Our Health Check is a 2-4 week engagement that audits 100+ checkpoints across configuration, security model, automation, data quality, code quality, and adoption metrics. You walk away with a prioritized backlog of quick wins and strategic fixes, scored by effort vs. impact.
Security & Sharing Audit
Profiles, permission sets, sharing rules, and field-level security reviewed against best practice.
Automation Review
Identify redundant flows, deprecated workflows, and apex that should be refactored.
Performance & Limits
CPU time, governor limits, SOQL efficiency, and API consumption analyzed.
Salesforce Stack We Leverage
The Salesforce products and accelerators we use to deliver Salesforce Health Check & Optimization Audit engagements.
Business Value You Can Measure
What our customers realise from a Salesforce Health Check & Optimization Audit engagement.
Eliminate Hidden Risks
Spot misconfigured sharing, exposed data, or unsupported customizations before they bite.
Reduce Technical Debt
A prioritized remediation roadmap converts mess into a maintainable platform.
Boost Performance
Refactor automation and queries to cut page load and report run times.
Improve User Adoption
Adoption dashboards surface low-usage teams, missing fields, and UI friction.
Right-Size Licensing
Identify unused licenses, dormant users, and feature licenses you do not need.
Roadmap for Next 12 Months
Get a clear, scored backlog you can execute in-house or with us.
Why Enterprises Pick Trasol for Salesforce
Certified consultants, proven delivery, and 20+ years of CRM transformation experience.
100+ Checkpoint Framework
A structured audit framework refined across hundreds of engagements.
Salesforce Architects
CTAs and certified architects conduct every audit personally.
Quantified Scoring
Every finding scored by effort, impact, and risk — no vague recommendations.
Remediation Roadmap
You receive a prioritized backlog ready to execute in sprints.
Executive Readout
C-suite friendly summary plus technical deep-dive deck for IT and admins.
Optional Remediation
Execute the roadmap yourself or hand it back to us — your choice.
Ready to Audit Your Salesforce Org?
Book a free 30-minute scoping call for our Health Check engagement.
Common Questions About Salesforce Health Check & Optimization Audit
Everything you need to know before getting started.
Standard Health Check engagements run 2-4 weeks: 1 week of audit, 1 week of analysis, then findings presentation and roadmap.
A scored findings document, prioritized remediation backlog, technical deep-dive deck, executive summary, and a 60-minute readout with Q&A.
We typically request read-only "View All" access for the audit. Write access is only required if we are also remediating.
Each finding gets a Severity (Critical/High/Medium/Low) and Effort (S/M/L/XL). Combined into an Impact Score that drives the prioritized backlog.
Yes, optionally. Many clients have our team execute the roadmap as a follow-on engagement or via a managed services retainer.
No. The audit is read-only and runs in the background. Users will not notice anything.
Send Us a Message
Have additional questions about Salesforce Health Check & Optimization Audit? Drop us a note and a certified consultant will get back to you within one business day.
- 📧
Email
info@trasoltech.com - 📞
Call Us
+971 54 733 9656 - 📍
Dubai, UAE
901 City Tower 2, Sheikh Zayed Road - 📍
Bengaluru, India
HSR Layout, Karnataka 560102