Products · Salesforce
A grade for your Salesforce org, the findings behind it, and a 90-day plan you can budget. Then hourly and daily monitoring with alerts, so it stays that way.
The review
The Org Health Index scores the org from 0 to 100 and grades it A to F. Behind the number sit 44 indicators in five areas, each with the observed value, the healthy range, the goal, and what we would do about it.
Salesforce's own Security Health Check plus the things it does not see: admin sprawl, Modify All Data, integration users, dormant logins.
Storage that is quietly filling, objects that dominate it, licences paid for and never assigned, permission set licences nobody uses.
Fields nobody fills, layouts nobody sees, Process Builder still running, Apex on old API versions, deployments that skip a pipeline.
The monitors
Fifty-two monitors run hourly and daily against every connected org. Each one has a warning and a critical threshold you can tune per org, and an alert opens when one trips and closes itself when the org recovers.
How it works
Read-only by design
The connection can read metadata, limits and counts. It cannot write, deploy, run code or export records. The full list of what it reads is published for your privacy officer.
The review counts and measures. It does not read the contents of a single Account, Contact or Case. Sandbox first, production later and only for monitoring.
Owners, admins, members and viewers per client. Invite your own team, decide who sees alerts, and take the access away yourself when you want to.
The report
A cover you can hand to a board, a one-page glance, the scorecard, a section per area with what we found and what to do, the 90-day plan, and an appendix that shows exactly how every number was read.
Fifteen minutes of your admin's time to connect. A grade, the findings and a 90-day plan within the week.