Get a Free Salesforce Health Check
Most Salesforce orgs have anywhere from 30%-50% of their potential locked behind bad data, broken automations, and unused features. Our free Salesforce Health Check shows you exactly what to fix and how.
Signs Your Salesforce Needs a Health Check
Data You Don't Trust
Duplicate records, missing fields, and stale contacts are quietly killing your pipeline accuracy.
Automations That Break
Flows and triggers nobody fully understands, and everyone's afraid to touch.
Reports Nobody Uses
Dashboards that don't reflect reality, so leadership runs on gut feel instead of data.
Low User Adoption
Your team logs in to check boxes but not because it actually helps them sell more.
Security Gaps
Profiles, permissions, and sharing rules set up years ago and never reviewed since.
Features You're Paying For
License costs growing while entire modules sit completely unused.
What's Included in CCI's Free Health Check
We review your entire org, not just a surface-level scan. You get a real assessment with real recommendations.
Data Quality Audit
We analyze duplicates, missing fields, data hygiene gaps, and standardization issues across your core objects.
Automation Review
A full sweep of your Flows, Process Builders, and triggers to identify conflicts, dead ends, and performance risks.
Security & Permissions Check
Profile and role hierarchy review to surface over-permissioned users, sharing rule gaps, and compliance risks.
Adoption Scorecard
Login frequency, record activity, and feature utilization to show where your team is and isn't engaging.
Configuration Best Practices
We check custom objects, page layouts, validation rules, and overall architecture against Salesforce standards.
Prioritized Action Plan
Not just a list of problems but a clear, prioritized roadmap so you know exactly what to tackle first for maximum ROI.
The Process
Simple, Fast, and Completely Free
Fill Out the Form
Tell us about your org and your biggest headache. Takes under 2 minutes.
30-Min Discovery Call
A certified Salesforce consultant connects with you to understand your setup and business goals.
We Audit Your Org
With read-only access, our team runs a deep analysis across all key health dimensions.
Get Your Report
Within 5-7 business days, receive a detailed findings report and prioritized action plan — yours to keep.
Ready to Unlock Your Salesforce Potential?
Get your free health check today and discover what’s holding your org back.
