Salesforce Org Health Check: What It Covers and What It Should Cost

A Salesforce org health check is a structured audit of your setup — data quality, security, automation, adoption, licensing and technical debt. As a standalone paid engagement it typically costs $1,500–$5,000, and many partners run a lighter version free as lead generation. Here's what a real one covers, and how to tell a genuine audit from a sales pitch dressed up as one.

What a health check actually covers

A credible audit works through six areas:

• Data quality — duplicates, incomplete records, stale data, and whether your reports can be trusted.
• Security & access — profiles, permission sets, sharing rules, and who can see what they shouldn't.
• Automation — flows, validation rules and any Apex: what's firing, what's failing silently, what's redundant.
• Adoption — are people actually using the org, or working around it? (The most common reason CRMs fail is adoption, not technology.)
• Licensing & cost — are you paying for features and seats you don't use?
• Technical debt — undocumented customizations and dead configuration, especially in an org you inherited.

Free vs paid — what's the difference?

A free health check is usually a scan plus a sales conversation: useful, but scoped to surface problems a partner can then quote to fix. A paid audit ($1,500–$5,000) is deeper and vendor-neutral: you get a written report you own, prioritized findings, and a remediation roadmap you can hand to anyone. If you just want to know where you stand, start with a free one; if you're deciding whether to rebuild or rescue a bad implementation, pay for the deeper read.

What you should get out of it

A real health check ends with a document, not a demo: a scored summary by area, a ranked list of issues (severity × effort), and a clear next step for each. If the "audit" is only a slide deck steering you to one product, it's a pitch.

When to run one

Run a health check when adoption is slipping, when you've inherited an org, before a major project (a migration, or Agentforce), or simply once a year as hygiene. Data cleanup found here is also the prerequisite for AI — your data won't be ready for Agentforce without it.

What happens after

Findings become a remediation plan. For most SMBs the efficient way to work through it is a fractional Salesforce admin on a monthly retainer rather than a big-bang project. A health check plus ongoing optimization is exactly what our Salesforce consulting practice does — and if your bill feels high, the audit usually pays for itself in licensing you can cut.