Salesforce Health Check

The Landscape Review. Know exactly where your org stands, and what to fix first.

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Diagnostic

Salesforce health check

Our Salesforce Health Check is a fixed price, structured audit of how your org performs today: adoption, configuration quality, technical debt, security posture, data quality and process gaps, ending in a prioritised roadmap rather than a shelf report.

Our tried and tested method is the trademarked Landscape Review™: a fixed method, run by senior consultants, mapped to the three stages every Salesforce estate moves through, so findings are comparable year on year and between orgs.

At C24 we are dedicated to helping you achieve exceptional results by maximising the value of your CRM, and our approach extends beyond technology into the culture, people and processes around it. Thorough preparation is the cornerstone of success, which is why we recommend reviewing before making any technological change. Reviewing before you build is what keeps ongoing support costs down later.

Try the quick checkBook a 20-minute call

Scope

What we review

A comprehensive evaluation of your culture, people, processes and legacy systems, aiming to consolidate and streamline onto a unified platform wherever possible. Regulatory and compliance considerations are factored in.

Adoption and usage

Who actually uses what, and where the workarounds have quietly become the process.

Configuration and technical debt

What was built, what is still needed, and what is now holding the org back.

Security posture

The same checks as our Security Review, lighter touch, enough to know whether a deeper audit is needed.

Data quality

Duplicate load, completeness, and whether your reports can be trusted in a board meeting.

Process coverage

What is still manual that should not be, ranked by how often it happens.

Integration health

Whether the connected systems still agree, and what breaks silently when they do not.

Quick check

Six questions to ask before you book anything

You can do a rough version of this yourself in two minutes. If more than two of these are uncomfortable, a full review will pay for itself.

The two-minute Salesforce health check

Answer honestly. Nobody is watching.

  1. Can you name the person who owns your Salesforce roadmap, as opposed to the person who administers it?
  2. Do you know what proportion of your paid licences were actually used last month?
  3. If your admin left tomorrow, is there anything written down explaining why the org is built the way it is?
  4. Could you take a Salesforce report into a board meeting without checking the numbers somewhere else first?
  5. Do you know how many automations are running, and whether any of them still fire on records nobody uses?
  6. Has anyone reviewed your profiles and permission sets in the last twelve months?

Two or more noes? That is normal, and it is exactly what a Landscape Review™ is for. None of these are signs anyone did anything wrong; they are what happens when a platform moves three times a year and the org does not.

Start small

Twenty minutes, not a proposal

Book a free twenty-minute call to talk through your Salesforce setup and where the obvious gaps are. If a full Landscape Review™ is not what you need, we will say so on the call.

Book the call

Deliverables

What you get at the end

A findings reportIssues prioritised by impact and effort, so you can see what is worth doing first rather than what is easiest to write down.
A staged roadmapYour findings placed against Establish, Expand and Augment, so the sequence is clear rather than a list of complaints.
A working sessionWe walk your team through it live, so the roadmap is understood and owned rather than filed.

The three horizons it sets

  1. Fix and stabiliseShort termThe items costing you time or risk right now, ordered by impact against effort.
  2. ConsolidateMedium termWhere the estate can be simplified onto a unified platform, and what that is worth.
  3. Build towardLong termThe CRM and technology roadmap, including whether the foundations could carry Agentforce.
Timing

Five moments when a review pays for itself

A review is cheapest when it happens before the decision, not after the invoice.

Your admin has moved onNobody left can say why the org is built the way it is. A review documents it before the knowledge is gone, and gives a successor or a managed service something to work from.
You are scoping AI or AgentforceAgents are only as good as the data and permissions underneath them. This is the readiness diagnostic that tells you whether you are building on something that will hold.
Adoption has stalledUsage data plus a look at the workarounds usually explains it faster than a training programme does. Often the process was wrong before the system was.
A major project is being pricedKnowing the true state of the org changes the scope, and usually the number. Cheaper to find out now than in week six of a build.
You have inherited an estateA merger, an acquisition, or years of accumulated change. A review tells you what you actually own before you decide what to keep.
Why it goes wider

A customer-centric approach

Streamlining end-to-end processes paves the way for a customer-centric solution.

Being customer-centric is not solely about delivering exceptional customer service; it is about crafting an exceptional experience throughout the entire customer journey, from initial awareness to post-purchase satisfaction. This approach places the customer at the core of your business operations and nurtures long-lasting relationships.

Many of our clients come looking for a new solution to a familiar problem: sales processes, reporting, or the cost of ongoing support. What they often struggle to pinpoint is the specific operational objective underneath it. The Landscape Review™ gives you a structured framework for understanding your current challenges and your application landscape, and a clear path forward.

Next step

Find out where you stand

Twenty minutes on a call, or a full Landscape Review™ scoped and priced before it starts. We will tell you which one you need.

Book a 20-minute callOr try the quick check

Salesforce health check: frequently asked questions

What is a Salesforce health check?

An independent audit of your org configuration, security, data, processes and adoption, producing a prioritised improvement roadmap.

When do we need one?

After admin turnover, before AI or a major project, when adoption stalls, or when nobody can quite say what the org does any more. For anyone planning Agentforce, it is the readiness diagnostic.

How is this different from your Security Review?

The Security Review goes deep on one pillar as a fixed-price engagement scoped to your estate. The health check goes broad across all five, and often concludes that a deeper security or data engagement should follow.

Do we have to act on the findings with you?

No. The report is yours, written so your own team or another partner could work from it. Most clients ask us to take the first two or three items, but that is a choice rather than a condition.

How long does a health check take?

It depends on the size and age of the org. We agree the scope and duration before we start, and the price is fixed against that scope.

Do we need an admin in place to act on the findings?

No. The roadmap is written so your own team, another partner, or C24 can pick it up. Where you have no internal owner we can take the first items straight into a managed service.

Get in Touch

A twenty-minute call is enough to work out whether a full Landscape Review is what you need.