SOL Business Solutions offers a fixed-price Salesforce Health Check for $2,000. Delivered in a few days, you receive a 20+ page report covering configuration issues, automation gaps, and data quality problems - with a clear remediation plan included.
What Is a Salesforce Health Check?
A Salesforce health check is a thorough review of your Salesforce org across 10 categories and 100+ automated checks. We assess security and access controls, org limits, code quality, data quality, metadata health, performance, integration health, technical debt, schema quality, and cost optimisation.
Every check produces a severity rating (critical, warning, or info), a score, and a plain-language recommendation. Think of it as a professional inspection for your CRM - issues that seem minor (unused fields, deprecated automations, excessive admin accounts) compound over time and reduce the value you get from Salesforce.
What We Assess
- Security & AccessPassword policies, admin counts, permission sets, View/Modify All Data exposure, and role assignments.
- Org Limits & CapacityAPI request usage, data and file storage capacity, streaming events, and bulk API batch limits.
- Code QualityTest coverage, classes without tests, API version currency, class size, naming conventions, and code patterns.
- Data QualityDuplicate accounts, contacts and leads, orphaned records, missing fields, stale opportunities, and data skew.
- Metadata HealthInactive flows, deprecated Process Builders, unused custom fields, missing descriptions, and automation complexity.
- PerformanceObjects with excessive triggers, active flow counts, formula field density, roll-up summaries, and custom fields per object.
- Integration HealthRemote site settings, HTTP vs HTTPS endpoints, connected apps, named credentials, and external ID fields.
- Technical DebtOld API versions, deprecated Process Builders and S-Controls, legacy email templates, and JavaScript buttons.
- Schema QualityObject and field descriptions, help text coverage, naming conventions, and standard field overrides.
- Cost OptimisationUnused licences, inactive users, never-logged-in accounts, package sprawl, and storage waste.
When Should You Get a Salesforce Health Check?
We recommend a health check if you're experiencing any of these:
- Low user adoption - your team avoids using Salesforce
- Data quality issues - duplicates, missing fields, outdated records
- Slow performance - reports take too long, dashboards timeout
- Post-implementation drift - the org has changed significantly since initial setup
- New leadership - a new sales or ops leader wants to understand the current state
- Before a major project - before adding a new cloud or integration
At minimum, we recommend an annual health check to catch issues before they become expensive problems.
What Does a Salesforce Health Check Cost?
$2,000 fixed price for SOL's standard health check. You get a 20+ page report delivered in days, not weeks.
The report covers all 10 assessment categories - security, org limits, code quality, data quality, metadata health, performance, integrations, technical debt, schema quality, and cost optimisation. Every finding includes what to change, why it matters, and estimated effort to fix.
Assessment Options at a Glance
| Health Check | Ongoing Monitoring | |
|---|---|---|
| Price | $2,000 fixed | $150/hr |
| Duration | Few days | Monthly |
| Report | 20+ pages | Monthly summary |
| Remediation plan | Included | Continuous |
| Follow-up call | 1 hour | Regular |
What Happens After a Health Check?
You receive a detailed 20+ page report with prioritised recommendations ranked by impact and effort. Each recommendation includes what to change, why it matters, and estimated effort.
SOL can then implement the recommended changes, or provide your internal team with a clear roadmap to follow. Most organisations see measurable improvements within 4-6 weeks of implementing health check recommendations.
Related: Ready to act on the findings? See our implementation services for QuickStart and custom builds. Need ongoing guidance? Explore consulting retainers. View all pricing options.
Frequently Asked Questions
What is a Salesforce health check?
A thorough review of your Salesforce org across 10 categories and 100+ automated checks covering security, data quality, code quality, performance, integrations, technical debt, and more. Each issue is scored by severity with a clear remediation plan.
How often should you do a health check?
Annually at minimum. Quarterly if going through growth, adding users, or experiencing declining adoption.
What does a health check cost?
$2,000 fixed price. You get a 20+ page report delivered in days, not weeks.
How long does it take?
A few days for the standard review. The report is typically delivered within the same week.
What happens after?
You receive a prioritised 20+ page report. SOL can implement changes or provide a roadmap for your team.
Book your health check
$2,000 fixed price. 20+ page report in days, not weeks.