Get a Free Salesforce CRM Audit
A certified consultant runs a full Salesforce org assessment across security, data quality, automation, architecture, licenses and adoption, then hands you a scored Salesforce health check report and a prioritized 90-day fix plan. Five business days. Nothing to install.
Salesforce Certified Consulting Partner
50+ certifications
U.S.-based team
Read-only access only
Signs your Salesforce org needs an audit
Most orgs are not broken. They are accreted: five years of admins, three consultants and one migration later, nobody can say exactly what fires when a record saves. A Salesforce org audit starts by making that visible.
- Reports nobody trusts: duplicate accounts, empty required fields, picklists that grew by exception.
- Automation that fights itself: Flows, legacy Workflow Rules and Apex triggers on the same object.
- Salesforce licenses you pay for every month and never activate.
- Permissions built by exception rather than design.
- Integrations that fail silently or eat your API limits.
- An Agentforce pilot on the roadmap and no evidence the org can carry it.
What our Salesforce org assessment covers
A Salesforce health check is only useful if it looks past Setup. Our free Salesforce audit assesses six areas, weights them and scores each one, so you can see where the org is strong and where it is costing you.
Architecture and integration review
Data model fit, managed packages, connected apps, API consumption against limits and integration-user hygiene.
What your free Salesforce audit report includes
This is not a slide with a score on the cover. The Salesforce org audit report is built to be handed to your admin on Monday morning.
- An Org Health Score from 0 to 100, with an A–F grade for each of the six audit areas
- Every finding ranked by business impact, with the root cause and, where we can trace it, the change that introduced it
- A 90-day fix plan split into quick wins your admin can ship this week and projects that need scoping
- A Salesforce license utilization estimate showing what you could reclaim at your next renewal
- An Agentforce readiness flag: the specific blockers that would stop an AI agent from working safely in your org today
- A 45-minute walkthrough with the consultant who ran the Salesforce health check
How the free Salesforce health check works
Day 0
Request
Tell us your edition, user count and biggest frustration. We confirm the audit scope within one business day.
Day 1
Read-only access
You create a scoped integration user with a read-only permission set. We never write to your org, and you revoke access the moment the org review is done.
Day 2-5
Salesforce org assessment
A certified consultant runs the metadata, security and usage analysis, then reads the results against your business context rather than a generic checklist.
Day 5-6
Walkthrough
You get the Salesforce audit report and a 45-minute session covering findings, priorities and what you can fix without us.
Salesforce Security Health Check vs. Salesforce Optimizer vs. a full Salesforce org audit
Salesforce ships two native tools and both are worth running. Neither is a Salesforce org assessment.
| Parameters | Salesforce Security Health Check | Salesforce Optimizer | VALiNTRY360 free Salesforce audit |
|---|---|---|---|
| Scope | Security settings against a baseline | Configuration hygiene and limits | Six weighted areas, scored 0–100 |
| Data quality | No | Partial (unused fields) | Yes, with duplicate and fill-rate analysis |
| Automation overlap | No | Lists automations | Yes, conflicts on the same object flagged |
| License utilization | No | Partial | Yes, with reclaim estimate |
| Business context | No | No | Read by a consultant against your process |
| Fix plan | No | Generic recommendations | 90-day plan, quick wins vs. projects |
| Cost | Free (native) | Free (native) | Free; normally $5,000–$25,000 as a consulting engagement |
Run both native tools before you talk to us. We fold the Security Health Check and Optimizer output into the audit report so you are not paying attention to the same finding twice.
Why the Salesforce audit is free
A consulting-led Salesforce org audit normally costs between $5,000 and $25,000. We give it away because it is the fastest way to show how we work, and because an honest read of your org is worth more to both of us than a discovery call. Some companies hire us after the walkthrough. Many take the plan and execute it with their own admin. Both outcomes are fine. What we will not do is hold back findings to sell a project.
20%
orgs audited
50+
Salesforce certifications
67%
clients reclaim license spend at renewal
Why VALiNTRY360 for your Salesforce org review
We are a Salesforce Certified Consulting Partner with a U.S.-based team holding 50+ certifications across Sales Cloud, Service Cloud, Data 360 and Agentforce. We have run [X] Salesforce org assessments for healthcare, financial services, manufacturing and professional services organizations, and the consultant who audits your org is the one who would lead the work if you decide to go further.
Get a Free Salesforce CRM Audit FAQ by VALiNTRY360
A Salesforce audit is a structured review of your org across security, data quality, automation, architecture, license utilization and adoption. The findings are scored and turned into a prioritized fix plan. It differs from day-to-day admin work because it assesses the whole org at once, including how people actually use it.
A Salesforce health check usually means the native Security Health Check under Setup, which scores security settings against a baseline and nothing else. A full Salesforce org audit covers six areas, adds business context and produces a fix plan. Our free Salesforce health check is the full version, and we fold the native Health Check and Salesforce Optimizer output into it.
A security and access review, a Salesforce data quality audit, a Salesforce technical debt audit covering Flows, Workflow Rules, Process Builder and Apex, an architecture and integration review, a Salesforce license audit, and a reporting and process review. Each area is graded A–F and rolled into an Org Health Score.
Ours is free. A consulting-led Salesforce org audit normally costs $5,000 to $25,000. There is no invoice, no credit card and no obligation to engage us afterwards; you keep the report and the fix plan either way.
A read-only integration user with a scoped permission set. We never modify metadata or data, and you revoke access as soon as the walkthrough is done.
Five business days from access to walkthrough for most single-org environments. Very large or multi-org estates can take longer, and we will tell you before we start.
It flags the blockers that would stop an AI agent from working safely in your org today. If Agentforce is the reason you are here, start with our dedicated Agentforce Readiness Assessment, which scores the org against agent-specific demands and adds a cost forecast.
Professional, Enterprise and Unlimited editions across Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud Account Engagement and Data 360, including managed packages and integrations.