Salesforce Audit

Find out what is actually wrong with your Salesforce.

A full org audit by the senior architects who fix Salesforce for companies from $50M to $15B. Findings, priorities, and what it costs you to ignore them.

Book an intro call

Not ready? Grade your org free in 3 minutes

Who this is for

Three situations where an audit pays for itself.

You inherited it.

An org built by a partner who is long gone or an admin who left. Nobody can explain how it works, and everyone is afraid to touch it.

You built it yourselves.

It grew with the business. Now the duct tape is load bearing and the reports do not add up.

You are about to bet on it.

New leadership, new funding, or AI plans. You need to know if the foundation holds before you build on it.

What you get

Four deliverables. No jargon dump left in your lap.

Full org review

A senior architect reviews your entire org: automations, code, data model, security, adoption, licenses, integrations.

Scored findings report

Every issue rated by severity, with what it is costing you and what it takes to fix.

Fix-first roadmap

The order of operations, so the dangerous things get handled before the annoying things.

Findings walkthrough call

We go through it together and answer everything. No jargon dump left in your lap.

How it works

Three steps from access to answers.

01

Grant read-only access.

We never touch your data or your production configuration. Read-only means read-only.

02

We review everything.

10 business days from access to findings call.

03

You get the truth.

Report, roadmap, walkthrough call. What you do with it is your call.

Pricing

Starting at $2,500. Scales with the size and complexity of your org.

Flat scope, agreed up front. No surprise invoices.

The honest FAQ

Do we have to hire you to fix what you find?

No. The audit is the product. Some clients fix it themselves with our CLARITY Method, some hire us, some hire someone else entirely. The report is written so any competent team can execute it.

Is this safe?

Access is read-only and scoped. We review configuration and metadata, not your customer records. Access is revoked when we are done.

We already ran Salesforce Optimizer. Is this the same thing?

Optimizer is a free automated checklist. This is senior human judgment about your specific business: what actually matters, what can wait, and what is quietly costing you money.

How is the price set?

By org size and complexity: users, automations, code volume, integrations. You get the number before we start, and it does not move.

Stop guessing what is wrong.

Book an intro call

30 minutes. If an audit is not the right move for you, we will say so on the call.