Alagan Solutions — Automating Business. Accelerating Growth.

Salesforce Health Check

Know what to improve before you invest more.

A structured review of automation, reporting, security, data quality, custom development, and integrations — with a prioritized action plan.

$299Fixed launch price
  • Discovery meeting
  • Written report
  • Review meeting

Request your Health Check

Tell us a little about your Salesforce setup and we'll be in touch.

Salesforce user count

Optional. Share context about your Salesforce setup or goals.

Never submit Salesforce usernames, passwords, or tokens through this form.

We typically respond within one business day.

Who it's for

Built for teams that already use Salesforce

Small and midsize organizations that already use Salesforce but are unsure what to improve, automate, clean up, or prioritize.

What the review covers

The assessment focuses on the areas most likely to affect efficiency, adoption, risk, and decision quality.

Automation

Flows, manual handoffs, and process opportunities.

Reporting

Data reliability, dashboards, and decision support.

Security

Access, permissions, and maintainability risks.

Data quality

Duplicates, incomplete fields, and cleanup priorities.

Custom development

Apex, LWC, testing, and technical debt.

Integrations

Connected systems, APIs, and failure points.

What you receive

  • Discovery meeting
  • Salesforce environment review
  • Written findings report
  • Prioritized recommendations
  • Impact and effort guidance
  • Review meeting

Clear scope boundaries

The Health Check is an assessment. To keep it focused and fairly priced, it does not include:

  • Does not include implementation or configuration changes
  • Does not include a full security audit, code audit, penetration test, or compliance certification
  • Does not include unrestricted review of every object, automation, class, component, or integration
  • Additional environments or unusually complex orgs may require a custom quote

A clear five-step process

From questionnaire to review meeting, every step is understandable and low-risk.

  1. 01

    Questionnaire

    Pre-assessment context

  2. 02

    Discovery

    Up to 45 minutes

  3. 03

    Review

    Focused environment review

  4. 04

    Report

    Prioritized recommendations

  5. 05

    Review meeting

    Walk through next steps

What happens after the assessment

No high-pressure sales — just a clear next step you control.

01

You receive the report

A written findings report with recommendations prioritized by impact, effort, risk, and urgency.

02

We walk through it together

A review meeting to discuss findings and answer questions about next steps.

03

You decide what's next

Implement internally, or request a scoped proposal — often a Quick Win or an implementation project.

Frequently asked questions

What does the Salesforce Health Check cost?
$299 as a fixed launch price. Additional environments or unusually complex organizations may require a custom quote, which is confirmed before any work begins.
What exactly will you review?
Automation and Flow, reports and dashboards, security and permissions, data quality and cleanup opportunities, and a high-level review of Apex, Lightning Web Components, and integrations when present.
What will I receive?
A written findings report with recommendations prioritized by impact, effort, risk, and urgency, plus a discovery meeting and a review meeting of up to 45 minutes each.
Does the Health Check include making changes?
No. The Health Check is an assessment. It does not include implementation or configuration changes, a full security or code audit, penetration testing, or compliance certification. You can implement the recommendations internally or request a separate implementation proposal.
Do you need my Salesforce login?
Never submit Salesforce usernames, passwords, or tokens through this website. Any access needed for the review is arranged securely and separately, following Salesforce best practices.
What happens after the assessment?
You receive the report and a review meeting. If you would like help implementing the recommendations, the next step is a scoped proposal — often a Quick Win or an implementation project.

Turn uncertainty into a practical roadmap

Start with a focused assessment and decide what deserves attention next.

Request your Health Check