Salesforce Org Health Check

Score your Salesforce org across security, data, automation, and AI, with next steps.

Request Your Org Health Check

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Costs $0

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0 obligation assessment

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Results in 2-5 business days

Org Health Check Assessment - What it is

A quick expert-led scan that tells you exactly where to focus.

A recent Forrester survey found that IT professionals rank knowledge and process gaps, not code issues, as their biggest source of operational debt. It is proof that most orgs accumulate hidden risk and unused potential over time, often invisibly.

The Org Health Check is a structured, expert-led review that surfaces what is holding your Salesforce investment back and turns it into a clear, prioritized plan. No long discovery, no commitment.

Org Health Scorecard

Sample

72/100

Overall health - room to optimize across security and automation

Security

Data quality

Automation

Licenses

AI readiness

How We Assess Your Org Health

AI & Agentforce readiness

Is your org ready for Agentforce and Data Cloud? We assess the data foundation, permissions, and structure required to deploy AI with confidence. Recognized by Forrester: LevelShift is recognized for its Agentforce, Data Cloud, and Field Service expertise in the Salesforce Consulting Landscape Report. Learn more.

Security & compliance

We benchmark your org against Salesforce's native Health Check baseline and review password, session, and access controls to flag risk by severity.

Data quality & hygiene

Duplicates, accuracy, and completeness — the foundation of reliable reporting and any AI you plan to layer on top.

Automation & technical debt

Flows, legacy Workflow/Process Builder, and config sprawl reviewed against best practice so your org can scale cleanly.

License & adoption

Unused licenses, feature utilization, and adoption gaps — where you're overspending and where value is being left on the table.

Integrations

Connected apps, AppExchange packages, and custom integrations checked for relevance, security, and performance.

How it Works

From scan to clear next steps

A lightweight process designed to respect your team's time.

01.

Quick kickoff

A short call to understand your org, goals, and any pain points - plus scoped, secure access for the review.

02.

Diagnostic scan

Our certified experts run the assessment across all six dimensions, combining automated checks with hands-on review.

03.

Scorecard & findings

You receive a health scorecard with findings prioritized by impact and effort - clear about what is confirmed and what to watch.

04.

Debrief & roadmap

A 30-minute walkthrough of the results and a recommended path forward, scaled to your needs.

What You Get

A scorecard you can act on

1. Org Health Scorecard (0-100)

An at-a-glance rating across all six dimensions.

2. Prioritized findings

Issues ranked by impact and effort, not a generic checklist.

3. Recommended roadmap

A practical sequence of fixes and quick wins tailored to your org.

4. Live debrief

A 30-minute call to walk through findings and answer questions.

Get More from Your Salesforce Investment

Get on a one-on-one call with our expert to identify risks, optimize performance, and build a roadmap for future growth.

Schedule a Call

Selva Pandian

Managing Director - Cloud Practice

Why LevelShift

Top 1% Globally

Select-tier status — earned through consistent delivery, not deal volume.

530+ Projects. 4.9/5 Rating.

170+ verified reviews across industries. Our track record is public and auditable on AppExchange.

120+ Certified Experts

Every engagement is led by certified practitioners with hands-on Service Cloud experience. No generalists, no gaps.

14 Years of Platform Depth

We've been building on Salesforce since 2012 — and we bring that institutional knowledge to every implementation.

Forrester Q4 2025

Independently recognized for Field Service expertise in the Salesforce Consulting Services Landscape report.

FAQs

Yes. It's currently offered at no cost and with no obligation. You keep the scorecard and recommendations whether or not you choose to work with us afterward.

Most assessments are completed within 2-5 business days, depending on the size and complexity of your Salesforce environment. You'll then receive a scorecard and a walkthrough of the findings.

Yes. We request secure, read-only access wherever possible to evaluate configuration, security, automation, data quality, integrations, and AI readiness. We follow your organization's security and compliance requirements throughout the process.

We'll walk you through the results, explain the findings, prioritize recommendations by business impact, and provide a practical roadmap. There is no obligation to continue with LevelShift.

We recommend performing a Salesforce Org Health Check at least once a year, or after major implementations, acquisitions, Salesforce releases, or significant changes to your business processes to keep your org secure, scalable, and optimized.

Our assessment identifies risks such as security gaps, unused licenses, poor data quality, technical debt, inefficient automation, integration issues, and readiness for AI capabilities like Agentforce and Data Cloud.

Unlike automated scans alone, LevelShift combines platform diagnostics with expert review from certified Salesforce consultants. You'll receive prioritized recommendations based on business impact, along with actionable next steps tailored to your organization.

Yes. We evaluate whether your data quality, permissions, automation, integrations, and overall architecture are ready for Salesforce AI initiatives, including Agentforce and Data Cloud, helping you identify gaps before implementation.

Request Your Free Org Health Check Today

No commitment — just a clear, expert read on your Salesforce.

Request your Org Health Check