NewThe Parts and Inventory Check Agent is live. Watch the run on a real Salesforce org

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.

Book your free review

60 minutes, free. An architect replies within one business day.

See what we review
  • 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

  • Salesforce Select Partner
  • OpenAI Select Partner
  • ISO/IEC 27001 certified
  • ISO 9001:2015 certified
  • Salesforce Talent Alliance employer
  • Monday.com Certified Partner
  • Google Cloud Partner
  • Anthropic Partner
  • OpenAI Partner Network Technical Practitioner

New to A Salesforce org health review?

What is A Salesforce org health review?

An org health review is an independent look at how your Salesforce org is built, secured and used today.

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.

TodayProcess Builder and Workflow Rules
  • 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.

Risk

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.

Effort to fix

How it runs

How does a Salesforce org review run?

Five steps, with read-only access throughout. Your proposal states the dates.

  1. Access
    • Read-only user created
    • Scope and areas agreed
  2. Inspect
    • Metadata and settings read
    • Automation mapped by object
  3. Interview
    • Admins and key users heard
    • Workarounds noted
  4. Score
    • Each area scored
    • Evidence attached
  5. 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.

See plans and pricing

Client reviews

What clients say about working with our architects

See how teams describe working with SynconAI, from first scope to production delivery.

5.0 out of 5 · 5 client reviews

 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.”

Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States

“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.”

Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified

“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.”

Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified

“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.”

Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified

“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.”

SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified

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.

Free architect conversation

Talk to an architect, not a sales rep.

60 seconds to brief us. A certified architect replies within one business day.

Takes about 30–60 seconds · No obligation · Architect replies within one business day

Protected by reCAPTCHA. Google's Privacy Policy and Terms apply.

Free reviewCallWhatsApp

Solutions, built
for the future

Sales CloudSales Cloud
Service CloudService Cloud
Field ServiceField Service
Experience CloudExperience Cloud
Marketing Cloud NextMarketing Cloud Next
Revenue Cloud AdvancedRevenue Cloud Advanced
Salesforce CPQSalesforce CPQ
Data 360Data 360
Financial Services CloudFinancial Services Cloud
Nonprofit CloudNonprofit Cloud
Health CloudHealth Cloud
CRM Analytics & EinsteinCRM Analytics & Einstein
AgentforceAgentforce

Request a demo

Request a demo

An architect shows you a live agent on a real Salesforce org and walks through how this one would work in yours. We reply within one business day.

No obligation. An architect replies, not a sales sequence.

Protected by reCAPTCHA. Google's Privacy Policy and Terms apply.