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Is your Salesforce org performing at its peak? Cloud Odyssey’s comprehensive Salesforce health check services help organizations across all industries identify security vulnerabilities, optimize performance, and maximize ROI from their Salesforce investment. Our approach combines technical precision with strategic insight. We don’t just run automated scans and hand you a report, we partner with you to understand your business objectives, conduct thorough Salesforce org assessments using both automated tools and expert manual review, and deliver prioritized, actionable roadmaps that drive real improvement.
Cloud Odyssey consistently innovates, evolves, and tests new ideas to bring in a more significant value. Salesforce consultation services are provided by our extensive network of technology and consulting experts provide the following Salesforce consulting services:
System slowdowns, timeout errors, reports failing to complete, users hitting governor limits, or storage capacity concerns.
Security warnings, outdated configurations, uncertain user permissions, upcoming audits, or recent security incidents.
Duplicate records, incomplete data, inaccurate reports, integration discrepancies, or difficulty maintaining cleanliness.
Declining engagement, users finding workarounds, low feature adoption, usability complaints, or new admin lacking context.
Planning major changes, preparing for Lightning migration, no recent review, organizational growth, or high maintenance overhead.
We begin by understanding your goals, pain points, and compliance needs to ensure our assessment focuses on what matters most, whether that’s security, performance, data quality, or preparing for major changes
Next, we combine automated scanning (Salesforce Health Check, Optimizer, Security Scanner, Apex PMD, Event Monitoring, Custom Scripts) with expert manual review covering business logic, architecture, custom code, integrations, user adoption, and deployment processes to provide complete coverage
We then categorize every issue by risk and impact: High-Risk items (security vulnerabilities, compliance gaps, critical errors) that need immediate attention, Medium-Risk opportunities (optimization and moderate inefficiencies) to address near-term, and Low-Risk recommendations (best practices and long-term enhancements) for continuous improvement.
You receive a Comprehensive Report with findings and metrics, an Executive Summary highlighting key risks and opportunities for leadership, an Action Plan & Roadmap with prioritized steps and expected outcomes, plus a Quick Wins List for immediate high-impact improvements.
Finally, we stay engaged after delivery to clarify findings, guide prioritization decisions, and provide optional hands-on implementation support—from security fixes to performance tuning and automation optimization.
Our certified team delivers successful health checks across manufacturing, financial services, healthcare, retail, technology, professional services, nonprofit sectors, etc,. We understand and address industry-specific compliance requirements, business processes, and best practices.
We evaluate security, performance, data quality, automation efficiency, feature usage, user adoption, and deployment processes. This comprehensive approach ensures no critical issues are overlooked, and you get a complete picture of org health.
We provide clear, prioritized action plans with specific steps, effort estimates, business impact projections, and quick wins for immediate ROI. Our deliverables are designed for execution, not gathering dust.
We don’t just assess, we provide hands-on implementation support from security remediation to performance tuning, data cleanup to automation optimization, helping you execute improvements and achieve results.
A Salesforce CRM Health Check is a detailed audit of your existing Salesforce setup to identify performance gaps, security risks, and configuration issues. It ensures your CRM is optimised for data accuracy, automation, and business efficiency.
As businesses grow, Salesforce implementations expand with new users, data, and automation. A CRM Health Check helps ensure your system remains aligned with business goals, optimised for performance, and compliant with security and governance standards.
Our Salesforce Health Check covers:
The frequency depends on how actively your organisation uses Salesforce and how often new features or integrations are added. Many businesses prefer a regular review cycle to keep performance, security, and scalability at optimal levels.
Yes. Cloud Odyssey provides a tailored Salesforce CRM Health Check designed around your organisation’s goals, data structure, and industry. Our team delivers a detailed report with actionable recommendations and a roadmap for optimisation.
After the assessment, we share a detailed report highlighting performance issues, unused features, and security risks — along with a step-by-step optimisation plan to enhance system efficiency and stability.