Salesforce Audit & Optimization
A Salesforce org audit that finds what slows your team down: unused fields, broken automation, duplicates and reports nobody trusts. A prioritized fix list.
Outcomes you can expect.
Methodology that ships.
Two-week sprints, certified experts always, fixed-fee pricing. The same shape every time.
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Access & interviews
Read access to the account and short calls with the people who use it.
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Review
Data, automation, access, reporting and integrations checked.
- Step 0303
Findings
A prioritized list of issues, with impact and effort for each.
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Walkthrough
We walk you through the findings and agree what to fix first.
Built on real engagements.
Inside our Salesforce Audit & Optimization work.
Data quality and duplicates
Duplicate records, empty fields and bad picklist values counted and ranked by impact.
Automation review
Workflow Rules and Process Builder (out of support since December 2025) mapped for a move to Flow, and existing Flows reviewed.
Security and access
Profiles, permission sets and sharing rules checked against who really needs what.
Technical debt
Unused fields, old Apex and low test coverage listed with what to keep and what to retire.
Reporting review
Key reports and dashboards checked for wrong filters and numbers that do not match.
Licenses and adoption
Who logs in, who does not, and which licenses you could reassign.
A few of the brands we've delivered for.
Salesforce Audit & Optimization, answered.
How long does this take?
It depends on the size of the account. We agree the timeline on the strategy call once we see what is in it.
How is this priced?
Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.
Who's on my account?
A dedicated project lead, plus the specialists relevant to your scope. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
