Salesforce audits, scans and health checks
Your organisation runs on Salesforce, but the shine has worn off. What started as an efficient engine now feels like dead weight. Users fall back to Excel and new innovations sit on the shelf, simply because the environment has grown too complex.
This organic growth has created a patchwork of flows and custom code that blocks further development. You are locked inside your own setup. To recover that capacity for innovation, you need to know where the architectural blockers are. With our audits and scans we analyse the deeper layers: from the stability of the architecture to how well it aligns with your current business processes.
The right analysis for your situation
Because not every challenge is the same, we have split our audits into focused services. That way you get exactly the depth your situation calls for.
Salesforce health check (technical)
Are you experiencing slowness, unclear error messages, or hitting platform limits? With the health check we look under the hood. We analyse the health of your platform.
- Performance & code: We check for inefficient Apex code and slow queries that slow down your processes.
- Deferred maintenance: We identify outdated workflows, unused fields, and conflicting automations that are polluting your environment.
- Integrations: Are the connections to external systems still running stably and efficiently?
Functional optimisation and process advice
Your organisation changes continuously, but is Salesforce keeping up? We look beyond the technology and advise on how to realign the setup with the business.
- Process validation: We map the current business processes against the system logic. Where does friction occur, and where is efficiency draining away?
- User analysis: We identify inefficient click paths and workarounds. Why are users reaching for Excel instead of Salesforce?
- Concrete improvement plan: You do not receive a thick, theoretical report, you get pragmatic advice to streamline the setup directly with day-to-day practice
Security audit and risk analysis
With portals and external integrations, your Salesforce environment is no longer a closed vault. We check whether the door is truly closed to unauthorised access.
- Access management: We assess profiles and permission sets against the principle of least privilege. Does everyone have access only to what they need?
- External connections: We review all API connections and connected apps for unsafe data exchange.
- Continuity check: We verify whether an up-to-date backup strategy is in place to limit data loss in the event of an incident.
Second opinion
Are you about to make a significant investment, or are you uncertain about a proposal or solution from a third party?
- We review the proposed architecture and hour estimates with an objective eye.
- You receive an independent and honest assessment: is this the smartest route for your budget?
From insight to roadmap
An audit is not an end in itself, it is a starting point for improvement. Regardless of which scan you choose, you always receive a pragmatic remediation plan. We translate the findings into a roadmap with quick wins (immediate results) and structural improvements (long term).
What's holding your organisation back?
A complex system should not slow down your operations. Let us identify the blockers so your processes can flow freely again.
Bouw een datagedreven visie
Digitalisering begint niet bij de tool, maar bij jouw bedrijfsdoelstellingen. Samen bepalen we welke data cruciaal is voor jouw groei en hoe we een architectuur ontwerpen die niet alleen vandaag werkt, maar ook de AI-mogelijkheden van morgen ontsluit.
Van chaos naar automatisering
Ongestructureerde data is vaak het resultaat van inefficiënte processen. Wij stroomlijnen je workflow binnen Salesforce, zodat data automatisch op de juiste plek belandt. Dit elimineert handmatig werk en legt het fundament voor betrouwbare AI-toepassingen.
Stuur op feiten, niet op vermoedens
Het einddoel van gestructureerde data is glashelder inzicht. Met realtime dashboards en voorspellende analyses heb je op elk moment de regie in handen. Je ziet kansen eerder en grijpt in waar nodig, ondersteund door één versie van de waarheid.
+28% hogere forecast-betrouwbaarheid binnen 4 maanden
De verbeterde forecast-betrouwbaarheid bij Vredo kwam niet voort uit één losse optimalisatie, maar uit een samenhangende Data & AI-aanpak binnen Salesforce. Diezelfde structuur is toepasbaar in iedere organisatie waar data strategisch wordt ingezet.
Jaäl Pekelder
Sales Consultant
How we translate strategy into grip and results
Many organisations have a strategy, but lack the translation into execution and operational steering. We provide structure, implementation, and continuous optimisation, so that strategy actually leads to measurable results.
Analyse & direction
We bring processes, data, and objectives together and determine where improvement and operational steering are needed.
Diagnose & prioritise
We map findings against business impact and technical feasibility, and turn them into a clear, prioritised roadmap, so you always know what to tackle first.
Act & improve
We track progress, measure the impact of improvements, and step in where needed. Your Salesforce environment keeps pace with your organisation.
Ready to get started?
Frequently asked questions
What is the difference between a Salesforce audit and a health check?
For us, an audit is an umbrella term for various in-depth analyses. A technical Health Check is a specific part of that, where we look literally under the hood at Apex code, performance, and integrations. Alongside this technical review, we also offer targeted functional process audits and security scans, so you get exactly the analysis that fits your challenge.
How long does a Salesforce audit take?
On average, a Salesforce audit takes two weeks. Within this manageable timeframe, we thoroughly examine the selected areas and deliver a pragmatic action plan straight away. That way, you know quickly where the bottlenecks are and which quick wins you can act on immediately, without getting stuck in a drawn-out engagement.
Will I receive a technical report or a concrete action plan?
We never deliver a thick, theoretical report. Instead, you receive a pragmatic recovery plan right away. We translate all our findings into a clear roadmap. This roadmap is structured around quick wins for immediate, visible results, and focused, structural improvements to keep the platform performing at its best over the long term.
Is an audit only for large organisations?
Not at all. An audit is valuable for any organisation, regardless of size. An underperforming process or an inefficient setup costs every team unnecessary time. We look carefully at the foundation you have in place today, but we focus primarily on the untapped opportunities. This is how we help smaller organisations get maximum value and effectiveness out of their Salesforce licences.
How often should you run a Salesforce health check?
This depends on the scale and pace of change in your setup. For smaller organisations, we recommend a thorough check of the platform at least once a year. For large organisations with many users and complex integrations, our advice is to do this at least twice a year. That way, you stay ahead of technical debt and ensure a platform that always keeps pace with your ambitions.
Do you also review security and permissions?
Absolutely, that is a key part of our Security Audit. We evaluate profiles and permission sets against the principle of least privilege: users only get access to what they genuinely need to do their work. We also review all API connections and external integrations for secure data exchange, and verify that an up-to-date backup strategy is in place. This way, we ensure that the digital doors are truly closed to unauthorised access.
