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Accelerators · Org Health Check

Know exactly where your Salesforce org stands.

Org Health Check is a focused two-to-three-week audit of your Salesforce org: security, configuration, data quality, automation and technical debt, ending with a prioritised plan of quick wins and fixes.

At a glance
2-3 weeks
From access to report
Objective
Any partner or in-house build
Prioritised
Quick wins and roadmap
Read-only
We review, you decide
Since 2017
10+ years of delivery
200+
Projects delivered
100+
Salesforce certifications
5
Regions served
The challenge

Every org drifts over time.

Admins change, projects add fields and flows, and nobody has the full picture any more. Security gaps, slow pages and brittle automation build up quietly until a release or an audit exposes them.

✕
An org nobody fully understands
Years of changes, several admins, little documentation.
✕
Hidden security and limit risks
Over-permissioned users, fragile automation, growing debt.
✓
A clear, prioritised plan
An objective audit with quick wins and a remediation roadmap.
What we review

A complete, objective review of your org.

Whoever built your org, we assess it objectively and tell you what to fix first.

Security & Access

Profiles, permission sets, sharing, login policies and exposure of sensitive data.

Configuration & Code

Custom objects and fields, Apex, Lightning components and unused customisation.

Automation

Flows, process builders, workflow rules and triggers, overlaps and failure risks.

Data Quality

Duplicates, incomplete records, storage use and data model issues.

Performance & Limits

Slow pages, reports and governor-limit risks as volumes grow.

Adoption & Usability

Page layouts, usage patterns and friction for the people who use it daily.

Capabilities

What you get from it.

Findings report

Every issue explained with its impact and effort to fix.

Quick wins

Changes you can make in days for immediate improvement.

Remediation roadmap

A prioritised plan for the bigger fixes.

Security priorities

The access and exposure risks to address first.

Executive summary

A clear view of org health for leadership.

Walkthrough session

We present the findings and answer your team’s questions.

Focus areas

Where most orgs need attention.

Before a big project

Check the foundations before adding Agentforce, Data Cloud or a new cloud.

After a change of partner

Understand what you inherited and what needs attention.

Ahead of an audit

Find security and compliance gaps before an auditor does.

When things feel slow

Find the causes of slow pages, failing automation and user frustration.

How it works

From access to action plan in weeks.

01

Scope & access

Agree the clouds and areas in scope and set up read-only access.

02

Automated scans

Run security, configuration and code analysis across the org.

03

Expert review

Consultants review automation, data model and usability by hand.

04

Stakeholder interviews

Short sessions with admins and key users on pain points.

05

Findings & roadmap

Prioritised findings, quick wins and a remediation plan.

06

Walkthrough

We present results and agree next steps with your team.

Packages

From a quick scan to ongoing care.

Start with the health check, then fix and improve with us or on your own.

Quick Scan

A fast baseline

Automated security scan
Configuration summary
Top risks list
Short readout call
Talk to us
Popular

Full Health Check

The complete picture

Everything in Quick Scan
Expert manual review
Stakeholder interviews
Roadmap & walkthrough
Talk to us

Health Check + Fix

Findings, then fixes

Everything in Full Health Check
Quick wins implemented
Remediation sprints
Ongoing managed care
Talk to us
Engagement models

Work with us the way that fits.

Dedicated team

A cross-functional Salesforce squad embedded with you for the long haul.

Project-based

Fixed-scope delivery with clear milestones, timelines, and outcomes.

Staff augmentation

Certified experts who extend your in-house team on demand.

Why iTechCloud

A Salesforce partner accountable to your outcomes.

Salesforce Select Partner

100+ certifications across Sales, Service, Data, and AI clouds.

AI-first delivery

Every implementation is built to be Agentforce- and Einstein-ready from the ground up.

Five-region coverage

Follow-the-sun delivery across USA, UK, Europe, Middle East, and APAC.

Outcome accountability

We tie our engagements to adoption and revenue metrics, not hours billed.

Connected ecosystem

Every cloud, every integration.

We review Sales, Service, Marketing and Experience Cloud setups, and the integrations connected to them.

Salesforce
MuleSoft
Tableau
Slack
AWS
Google Cloud
FAQ

Org Health Check, answered.

A focused health check typically runs two to three weeks from access to final report, depending on org size and scope.
Yes. Most of our health checks are on orgs built by other partners or in-house teams, and we assess them objectively.
Not during the health check. We work with read-only access and give you findings and recommendations; fixes are a separate step if you want them.
A findings report with impact and effort, a list of quick wins, a prioritised remediation roadmap and a walkthrough session.
Sales, Service, Marketing and Experience Cloud, plus connected integrations and custom development.
Yes. The Health Check + Fix package includes quick wins and remediation sprints, and our managed services can keep the org healthy afterwards.

Ready to see your org clearly?

Book a call. We will scope the health check for your org.