Salesforce consulting
Choose a Salesforce Health Check to understand current org health, or a Well-Architected Review to assess your org against Salesforce's framework and defined best practices.
Explore the two engagementsUnderstand your org's current health and the issues that need attention. Review available security settings, Apex practices, integration configuration, platform limits, and license usage.
Receive a summary of findings, key risks, and prioritized recommendations for improvement.
Request a Salesforce health checkAssess your org against Salesforce's own Well-Architected Framework (WAF) and a defined set of best practices and standards. Combine automated control checks with architectural review and evidence from your team.
Receive a control-by-control assessment with supporting evidence, identified gaps, and a prioritized remediation plan.
Request a Well-Architected reviewTurn validated findings into a prioritized backlog with recommended actions, dependencies, owners, and acceptance criteria agreed with your team.
Make objects, Apex, flows, and integration dependencies easier to understand through component documentation and architecture diagrams.
Compare metadata and assessment evidence across orgs to identify differences and potential reuse. Confirm comparable scope and collection dates before drawing conclusions.
Review how Salesforce connects to other business systems, including API contracts, authentication patterns, and the responsibilities each system owns.
We agree on the assessment scope and deliverables before work begins. Automated checks, consultant review, and evidence from your team support both engagement types.
Each engagement identifies the controls assessed, the sources inspected, and the items that remain unverified. Available checks depend on your org configuration, permissions, and licenses. Practices such as restore testing and delivery governance require evidence from the people who own them.
The Health Check highlights current issues and recommended actions. The Well-Architected Review maps findings to the agreed framework controls and standards, with a remediation plan prioritized around your business risks and delivery constraints.
Illustrative examples of the review and planning process. These examples use fictional scenarios.
Inspect classes flagged for missing sharing declarations and confirm how each entry point should enforce record access.
Agree on the intended sharing behavior, update the affected classes, and test access with representative users.
Validate a flagged credential pattern with the system owner and determine whether the credential is active.
Rotate exposed credentials, move authentication into an appropriate credential configuration, and test the integration.
Inventory affected Apex components and identify dependencies on older API behavior.
Plan version updates in a sandbox, run regression tests, and stage the release with a rollback plan.
Identify the orgs, business priorities, access requirements, and evidence we can collect.
Run the available checks, review findings with your team, and document unanswered questions.
Prioritize the remediation backlog and agree on how fixes will be tested and reassessed.
Tell us about your Salesforce org, the issues you're seeing, and what you want to improve.
Discuss your Salesforce engagementConnecting Salesforce to other platforms? Explore our MuleSoft consulting services.
