Org health check & optimisation
Find out what's slowing your Salesforce org down
A fixed-scope audit of your org's security, automation, code, data quality and adoption, delivered as a prioritised list of what to fix and what it's costing you.
Kanixa's Salesforce org health check is a fixed-scope audit of security and sharing, automation (Flow, Process Builder, Workflow Rules and triggers), Apex code quality, data quality, limits usage and user adoption. You receive a prioritised report ranking each issue by risk and effort, with a recommended remediation plan.
What changes when we're done
Measurable engineering outcomes delivered for your business.
Risks you didn't know about
Over-permissioned users, exposed data and fragile automation surfaced early.
A prioritised fix list
Every finding scored by impact and effort, so you know where to start.
Retired technical debt
Workflow Rules and Process Builder migrated to Flow, and dead code removed.
Planning a Org health check & optimisation initiative?
Talk through your systems, timeline, and security constraints with a certified Salesforce architect. We will provide an actionable recommendation.
What's included
Scoped to your project. Pick what you need; we'll tell you what you can safely skip.
Fixed-price or dedicated sprint retainer available.
- Security and sharing review
- Automation inventory and conflicts
- Apex and LWC code review
- Data quality and duplicates
- Limits and performance
- Adoption and usage analysis
How we deliver
- Step 1
Share your brief
Tell us the goal, the systems involved and the deadline. A short call is enough to start.
- Step 2
Scope and plan
We return a written scope, architecture notes, a timeline and the team who will do the work.
- Step 3
Build in short sprints
Demos every one or two weeks in a sandbox you can click through.
- Step 4
Test and deploy
User acceptance testing, a rehearsed deployment and a rollback plan.
- Step 5
Train and support
Handover documents, training and an agreed support period, or an ongoing retainer.
Available as a fixed-scope project, a dedicated team or a monthly retainer. Compare engagement models.
Start Org health check & optimisationOrg health check & optimisation: common questions
Have a question that isn't answered here? Ask our team directly.
How long does a health check take?
Most audits take two to three weeks depending on org size, with a walkthrough call to discuss findings at the end.
Talk to us about Org health check & optimisation
A 30-minute call with a Salesforce architect. You'll leave with a clear next step, whether or not we work together.