Salesforce Org Audit
A Ranked Punch List in Two Weeks
For the org that went live and nothing changed, the org you inherited, or the org nobody documented: a fixed-price, two-week audit that ends in a ranked punch list with effort estimates - not a proposal for a rebuild. Plenty of our audits end with "most of this is fine, fix these six things."
- Fixed price, in writing, before we start
- Read-only access - zero risk to production
- Orgs other partners built: standard scope
The Four Orgs That Book This Audit
The flat day-90 review
Go-live was a quarter ago and nothing measurable changed. Before anyone says re-implement, find out whether the rollout is stalled or actually failed - they cost wildly different amounts to fix.
The inherited org
New RevOps lead, new admin, or an acquisition - and nobody can explain why the org is built the way it is. The audit turns an unknown org into a documented one with a ranked punch list.
The renewal on the horizon
Licence negotiations go better when you know what you actually use. We score adoption and map seats and editions against the work your team really does.
The partner who disappeared
Built by a vendor who is gone, documented nowhere. We audit orgs other partners built as a standard scope - without relitigating the original build.
Six Areas, Scored by Business Impact
The same discipline as our published day-90 framework: outcomes first, configuration second, and no finding makes the list unless fixing it changes a number someone cares about.
Baselines and outcomes
Reconstruct the before-numbers from historical data where nobody captured them, so improvement is finally visible and the day-90 conversation has evidence.
Process vs configuration
The gap between the process that was configured and the process your team actually runs - the single most common reason orgs stall.
Data quality that drives decisions
Completeness, duplicates, and staleness scored on the objects your forecasts and dashboards depend on, not a vanity scan of every field.
Automation and adoption
What fires, what silently fails, what users work around. Records created per rep, stages moved without chasing, and the shadow spreadsheets still breathing.
Security and permissions sprawl
Profiles, permission sets, and sharing reviewed against least privilege - the cleanup job we inherit most often.
Licence and renewal math
Seats, editions, and feature entitlements mapped against real usage, with the current price list - so the renewal is a decision, not a surprise.
How the Two Weeks Actually Run
Week 1
Evidence
- Read-only access and a scoping call with the people who live in the org
- Metadata, automation, and data-quality extraction with our audit tooling
- Short interviews with the two or three heaviest users - the workarounds live there
Week 2
The punch list
- Findings scored by business impact and effort, not by technical purity
- A ranked punch list with effort estimates - what to fix, in what order, and why
- A readout call with the honest verdict: stalled or failed, fix or hold, and what it costs
The deliverable is the punch list, and the punch list is yours: fix it with your own team, with us, or with anyone else. If the honest verdict is that the org is fine and the problem is process or ownership, that is what the readout says - we publish named case studies with real numbers precisely because that honesty is the product.
Salesforce Org Audit FAQ
Six areas, scored by business impact: baseline and outcome reconstruction (so improvement is measurable), the gap between the configured process and the one your team actually runs, data quality on the objects that drive forecasts, automation and adoption review, security and permission sprawl, and licence-vs-usage math ahead of renewal. The deliverable is a ranked punch list with effort estimates - what to fix, in what order, and why.
Two weeks, fixed scope. Week one is evidence: read-only access, metadata and data-quality extraction, and short interviews with your heaviest users. Week two is the scoring, the ranked punch list, and a readout call with the honest verdict - stalled or failed, fix or hold, and what each item costs to address.
Fixed price, quoted in writing after a free 30-minute scoping call - the price depends on org size and complexity, and it never changes after we start. The scoping call itself often answers whether you need the audit at all; if the problem is obviously process or ownership rather than the org, we say so on the call for free.
Yes - it is a standard scope for us, including orgs whose original vendor has disappeared. We audit the org as we find it and do not relitigate the original build: the punch list separates what is worth fixing from what is genuinely fine, because in most orgs we audit, most of it is fine.
No. We work from read-only access, production is never touched, and the only time we need from your team is a scoping call plus two or three short user interviews. Your org keeps running exactly as it does today while we work.
The punch list is yours: fix it with your own team, with us, or with anyone else - it is written to be executable, not to sell a rebuild. If you want us to execute it, each item is already effort-estimated, so the follow-on quote is the punch list priced, fixed, against the written scope you have in hand.
Find Out What Your Org Needs
Before Paying for What It Doesn't
Thirty minutes with a senior architect. Bring your day-90 numbers, or the absence of them - you leave knowing whether you need an audit, a tune-up, or nothing at all.
Scope My Audit, Free