Data & Object Usage
Review data management practices, object usage, duplicate or incomplete records, and the information users need to trust reporting.
Salesforce Health Check & Optimization
Understand where your Salesforce environment is helping, where it is creating friction, and which improvements should come first.
Our Health Check reviews the system you already paid for—then turns configuration, usage, access, and technical findings into a practical optimization roadmap.
Salesforce Health Check
See what you have, what needs attention, and what to do next
A structured review of configuration, access, usage, technical debt, and user experience.
Inspect
Prioritize
Improve
Data quality
Access model
Metadata
Platform usage
Who We Help
Who We Help?
For Teams That Know Salesforce Could Be Working Better
The system is live, but reporting is unreliable, users work around it, permissions are difficult to manage, or no one is sure which products and features are actually being used.
We help Salesforce owners replace guesswork with a clear view of their environment, licensing, risks, adoption gaps, and improvement opportunities.
How We Help With Salesforce Health Checks
The assessment connects technical findings to business impact, so the output is useful to admins, leaders, and delivery teams.
User Access & Permissions
Assess profiles, permission sets, role hierarchy, field-level security, and access patterns for maintainability and control.
Metadata & System Updates
Inspect metadata management, critical platform updates, automation, configuration debt, and areas that make releases harder to manage.
Products, Apps & Adoption
Review installed products, licenses, third-party apps, feature usage, and user-experience configuration to identify waste and adoption gaps.
Prioritize The Work That Actually Matters
A long list of findings is not a roadmap. Teams need to know what creates risk, what affects users, and what can wait.
Stack combines Salesforce architecture and operating-process experience to explain each finding, its impact, and the practical next step.
Designed as one revenue system
Not a collection of disconnected configurations.
- Data management
- Permissions and access
- Metadata management
- Critical updates
- Installed products
- User experience
Our Salesforce Health Check Process
- 01
Align On Goals
Confirm the business concerns, user pain points, and decisions the assessment needs to support.
- 02
Inspect The Environment
Review configuration, data, access, automation, integrations, products, and usage.
- 03
Prioritize Findings
Organize recommendations by risk, impact, effort, and dependency.
- 04
Build The Roadmap
Deliver a practical optimization plan your team can execute with Stack or internally.
Proof
See the work behind the approach.
View all case studiesManufacturing / Services
AWP Safety
Sales Cloud · Service Cloud · CPQ
Unified three acquired companies around one selling process while improving quoting, contract management, and recurring revenue operations.
View case studyMobility
Brave Mobility
B2B Commerce · Order Management
Launched a new ordering system in eight weeks and reduced new-region launch time from months to one to two weeks.
View case studyRelated Reading
Go deeper on the architecture and decisions.
Salesforce Health Check FAQs
Know What To Fix Before You Start Fixing
Get a clear view of your Salesforce environment and a practical roadmap for improving it.