An org health review is an independent look at how your Salesforce org is built, secured and used today.
Salesforce Select Partner · 30+ Salesforce certifications · Architect-led
A Salesforce org health review with scored findings and a plan you can act on.
Our architects review security, data, automation, technical debt, limits, performance and adoption in your org, then hand you a scored report and a prioritized list of fixes.
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT




















New to A Salesforce org health review?
What is A Salesforce org health review?
Each area gets a score and written findings, so you can see where the risk and the cost of change sit.
The findings become a prioritized plan, ordered by risk and effort, that your team or ours can work through.
When to start
When should you review your Salesforce org?
Most reviews start with one of these moments.
You inherited the org
A new admin, partner or owner needs to know what is there.
Agentforce is coming
Agents need clean data and tight permissions first.
Legacy automation
Process Builder and Workflow Rules are still running.
Things feel slow
Pages, reports or deployments take longer each release.
A renewal or audit
You want evidence before a contract or a compliance review.
What we review
What does a Salesforce org review cover?
Six areas of the org, and the two documents you keep.
Security and access
Profiles, permission sets, sharing and login policies.
Data quality
Duplicates, gaps, stale records and validation rules.
Automation
Flow, Apex and legacy automation, checked for overlap.
Technical debt
Unused fields, code, packages and old customizations.
Limits and performance
Storage, API use, limit risk and slow pages.
Adoption
Logins, feature use and workarounds outside Salesforce.
Scored report
Each area scored, with evidence for every finding.
Prioritized plan
Fixes ordered by risk and effort.
Legacy automation
What happens to Process Builder and Workflow Rules?
Salesforce ended support for both on December 31, 2025. They still run, but they get no fixes, so each one needs a decision.
- Record-triggered Flow
Move to Flow
Rebuilt or converted with Migrate to Flow, then tested against the old behavior.
Best for most field updates, emails and record changes.
- Apex
Move to code
Logic that is complex or high volume rebuilt in a tested Apex trigger handler.
Best when an object already runs on Apex.
- Retired
Switch it off
Automation nobody relies on is documented and turned off.
Best when the process it served has gone.
Scored findings
How are the findings scored?
The report shades every area by risk, so the worst problems are visible at a glance. This is the layout; your org gets its own scores.
Security
- Admin access (Fix soon)
- Sharing model (Watch)
- Login policies (Healthy)
Data
- Duplicates (Fix now)
- Required fields (Watch)
- Stale records (Fix soon)
Automation
- Legacy rules (Fix now)
- Flow per object (Fix soon)
- Apex tests (Watch)
Platform
- Storage (Watch)
- API use (Healthy)
- Page load (Fix soon)
- Healthy
- Watch
- Fix soon
- Fix now
Fix now
A security, data or stability risk to address before other work.
Watch
Fine today, but worth checking at the next review.
The plan
How do you decide what to fix first?
Every finding is placed by the risk it carries and the effort to fix it. The plan follows the quadrants.
A
Fix first
Schedule now
High risk and quick to fix, such as excess admin access.
B
Plan it
Scope a project
High risk but larger, such as replacing legacy automation.
C
Quick wins
Batch together
Low risk and easy, such as unused fields and old reports.
D
Backlog
Review later
Low risk and costly. Recorded with a reason to wait.
How it runs
How does a Salesforce org review run?
Five steps, with read-only access throughout. Your proposal states the dates.
- Access
- Read-only user created
- Scope and areas agreed
- Inspect
- Metadata and settings read
- Automation mapped by object
- Interview
- Admins and key users heard
- Workarounds noted
- Score
- Each area scored
- Evidence attached
- Plan
- Fixes ordered by risk and effort
- Read-out with your team
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Salesforce org setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
ManufacturingDependable CRM and ERP Operations for an Industrial Equipment ManufacturerSalesforce and Certinia ERP for an industrial equipment manufacturer: multi-month cleanup and troubleshooting, data integrity and ERP fixes, change management and production support.Salesforce Platform · Certinia ERP · Certinia PSA · FlowRead the story
Communications, Media & TechnologyStable, Dependable Customer Service Operations for a Telecommunications ProviderService Cloud for a US telecommunications provider: troubleshooting and remediation, case process improvements, configuration, defect resolution and managed support.Service Cloud · Salesforce Platform · Case Management · FlowRead the story
NonprofitContribution Reporting the Board Can Trust for an Environmental NonprofitSalesforce for an Australian environmental nonprofit: 14 reports and KPI dashboards for financial, in-kind and volunteer contributions, and 553 historical records corrected and reimported.Salesforce Platform · Reports and Dashboards · Data Loader · FlowRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
Frequently asked questions
Salesforce org reviews, answered.
Straight answers about scope, access, legacy automation and what you get at the end.
An architect-led assessment of your org covering security, data quality, automation, technical debt, limits, performance and adoption, ending in a scored findings report and a prioritized plan.
It covers what people usually mean by a Salesforce health check, security included, and goes further into automation, technical debt and adoption, with a plan ordered by risk and effort.
A read-only user in production, or a recent full sandbox, plus short interviews with your admins and a few key users. We do not change anything during the review.
Salesforce ended support on December 31, 2025. They still run, but receive no fixes. The review lists each one and recommends Flow, Apex or retirement.
It depends on the size of the org and the number of clouds and packages. The written proposal states the scope and dates before anything starts.
A scored findings report with evidence for each finding, and a prioritized plan your team can run, or that we can deliver as a fixed-scope project or a monthly plan.
Yes, as a fixed-scope project or a monthly plan. You can also hand the plan to your own admins or another partner; the report is written so anyone can follow it.
Salesforce, Flow, Process Builder, Apex and Agentforce are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm and is not affiliated with or endorsed by Salesforce, Inc.
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