Free Salesforce org audit · US enterprise
Free Salesforceorg audit.
Find out what is slowing your org down, what it costs you, and what to fix first.
Request the free auditSee what we checkFree, no obligation. Reply within 1 business day. NDA on request.
A Salesforce org audit is an architect-led review of how your org is built and used: security and sharing, code and technical debt, automation, data quality, licenses, integrations and Agentforce readiness. Techila runs it free for US enterprise Salesforce customers and delivers a prioritized report with a readout call, with no obligation to engage us afterward.
Who it is for
Who should request a Salesforce org audit?
Any US company running Salesforce at enterprise scale that needs an independent view of its org before the next investment. Four situations come up most often.
Orgs carrying technical debt
Years of custom Apex, overlapping automation and unused fields make every change slow and risky. The audit shows what to keep, fix or retire.
Teams with low adoption
Users work around Salesforce in spreadsheets and email. We look at page layouts, process fit, data quality and license use to find why.
Companies preparing for Agentforce
Agents act on your data, permissions and automation. The audit checks whether those are ready before you plan a first agent.
Pre-merger or org consolidation
Two or more orgs after an acquisition, or a plan to merge them. The audit gives an inventory of each org before integration decisions lock in.
Audit coverage
What does the Salesforce org audit check?
Seven areas, each reviewed by an architect rather than a script alone. Security and Agentforce readiness are included in every audit.
| Area | What we review | Why it matters |
|---|---|---|
| Security and sharing | Profiles, permission sets, sharing rules, org-wide defaults, admin access, Security Health Check score | Over-broad access is a compliance risk, and agents can only be as safe as the access they are given |
| Technical debt and code | Apex classes and triggers, test coverage, hard-coded IDs, unused fields, objects and packages | Debt slows every release and raises the cost of each change |
| Automation and Flow | Flows, legacy Workflow Rules and Process Builder, trigger order, overlapping automation per object | Overlapping automation causes errors and slow saves; legacy tools should move to Flow |
| Data quality | Duplicates, required-field gaps, stale records, matching and duplicate rules, data ownership | Reports, forecasts and AI are only as good as the records under them |
| License use and cost | Active versus assigned licenses, inactive users, permission set licenses, add-ons in use | Unused licenses are a direct cost you can recover at renewal |
| Integrations | Connected apps, API users, middleware such as MuleSoft, error handling, API limits | Undocumented integrations break during upgrades and migrations |
| Agentforce and Data 360 readiness | Data that agents need, permissions for agent users, Flows and Apex usable as agent actions, Data 360 sources | Readiness gaps found now are cheaper than gaps found in a pilot |
Process and timeline
How does the audit work, and how long does it take?
Five steps. The review window depends on how many orgs, clouds and integrations are in scope, and it is written into the scope before the review starts.
- Step 01
Request the audit
Send the form below. A Techila architect replies within 1 business day to set up a call.
- Step 02
30-minute scoping call
We agree which orgs, clouds and integrations are in scope and what you want the audit to answer. We sign an NDA first if you ask.
- Step 03
Written scope
You receive a written scope: areas covered, how we access the org (for example a read-only user or a sandbox), who we interview and the review window.
- Step 04
Architect-led review
A Techila architect reviews configuration, code, automation, data and licenses, and talks to your admins and process owners.
- Step 05
Report and readout
You receive the prioritized report and a readout call to walk through the findings and the order to fix them.
Deliverables
What do you receive at the end of the audit?
A prioritized report and a readout call. The report is yours to keep and to share with your team or another partner.
- Prioritized findings
- Each finding rated by risk and by effort to fix, so the first items are the ones that matter most.
- Quick wins
- Changes your admins can make without a project, such as removing unused access or inactive users.
- Remediation roadmap
- The larger fixes grouped into a sequence, with the dependencies between them.
- License notes
- Where license counts and add-ons do not match use, to review before your next renewal.
- Agentforce readiness view
- What has to change in data, permissions and automation before a first agent.
- Readout call
- A session with the architect who ran the audit, for your CRM owner, IT and business leads.
Cost
What does the Salesforce org audit cost?
Nothing. The audit is free and carries no obligation. If you want Techila to fix some of the findings, we scope and price that work separately, and you can just as well hand the report to your own team. Questions before you request it? Contact Techila.
For what a full program costs once you know the work, see Salesforce consulting cost and Salesforce pricing guides.
Audit or health check
How is an org audit different from Salesforce Security Health Check?
Salesforce Help describes Security Health Check as a summary score of how your org measures against a security baseline such as the Salesforce Baseline Standard. Run it first: it is free in Setup. The org audit covers everything around it.
For a packaged review on its own, see the Salesforce health check.
| Area | Salesforce Security Health Check | Techila free org audit |
|---|---|---|
| Where it runs | Setup, in your org | Architect-led review of your org |
| Security settings | Scored against the Salesforce Baseline Standard or a custom baseline | Reviewed, with sharing model and access |
| Code and technical debt | Not covered | Reviewed |
| Automation and Flow | Not covered | Reviewed |
| Data quality and licenses | Not covered | Reviewed |
| Integrations | Not covered | Reviewed |
| Agentforce readiness | Not covered | Reviewed |
| Output | Score and list of settings | Prioritized report and readout call |
Why Techila
Who runs the audit?
Techila Global Services is a Salesforce Summit Partner headquartered in Frisco, Texas, founded in 2012, with 350+ Salesforce professionals across the US, India and APAC. Every audit is architect-led, and the company is SOC 2 compliant.
Request the audit
Tell us about your org: clouds in use, number of orgs and what prompted the audit. We reply within 1 business day to set up the 30-minute scoping call, and send the written scope after it.
Running Salesforce from a Global Capability Center? Use the free GCC org audit instead.
Talk to an expert about a free Salesforce org audit
Tell us what you need. We reply within 1 business day.
FAQ
What do teams ask about the Salesforce org audit?
Is the Salesforce org audit really free?
Yes. There is no fee and no obligation. You keep the report whether or not you hire Techila for any of the fixes. If you want help with the findings, we scope that work separately.
What access do you need to our Salesforce org?
The access is agreed in the written scope after the 30-minute call, for example a read-only user in production or a sandbox copy. We sign an NDA first if you ask, and we never need your users' passwords.
How is this different from Salesforce Security Health Check?
Security Health Check is a page in Setup that scores your security settings against the Salesforce Baseline Standard or a custom baseline. The org audit also reviews sharing, code, automation, data quality, licenses, integrations and Agentforce readiness, and ends in a prioritized report.
How long does a Salesforce org assessment take?
It depends on how many orgs, clouds and integrations are in scope. The review window is set in the written scope you receive after the scoping call, so you know the date of the readout before the review starts.
Can you audit more than one Salesforce org?
Yes. For a merger or a planned consolidation we review each org and compare them. For the full merge, migrate or retire program, see Salesforce org consolidation.
Is there a version of the audit for Global Capability Centers?
Yes. GCC technology leaders planning a platform investment can use the free GCC org audit, which is set up for GCC programs.
After the audit
What happens after the audit?
Know what to fix in your Salesforce org before you spend on it.
We reply within 1 business day · +1 972-701-1951
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