Retail and corporate banking · Salesforce
Major Caribbean Bank
- 80% Faster Onboarding
- Simplified Registration
- Higher Staff Productivity
- Lower Acquisition Cost
Assess
Salesforce Health Check
Find out what is slowing your Salesforce org down, what puts it at risk and what to fix first, reviewed by certified consultants and delivered as a prioritized plan.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Teams Start with a Health Check
An outside view of your org
Security, data, automation and customizations reviewed by people who did not build them.
A plan, not just a report
Findings ranked by risk and effort, so you know what to fix first and what can wait.
100+ Salesforce certifications
A Salesforce Partner for 10 years, rated 5.0 on Salesforce AppExchange.
Ready for AI
Checks whether your data and permissions are ready for Agentforce and Claude.
Security and access
Make sure people see only what they should, and that nothing is left open by accident.
See Salesforce implementationCapabilities
- Profiles, permission sets and sharing rules
- Admin and integration user access
- Login, session and password settings
- Guest and portal user exposure
Controls
- Findings ranked by risk
- Nothing changed in your org during the review
Data quality
Find the duplicates, gaps and stale records that make reports and AI less reliable.
See Salesforce AI consultingCapabilities
- Duplicate accounts, contacts and leads
- Required fields and validation rules
- Records nobody has touched in years
- Data your reports and dashboards rely on
Controls
- Sample checks against real records
- Clean-up steps you can run safely
Automation and technical debt
Untangle old workflow rules, overlapping flows and custom code that nobody wants to touch.
See Salesforce RevOps automationCapabilities
- Workflow rules and Process Builder due for Flow
- Flows and triggers that overlap
- Unused fields, objects and custom code
- Test coverage and release readiness
Controls
- A migration path for retired automation
- Changes planned for a sandbox first
Your prioritized plan
Every finding comes with what it means for your business, what it takes to fix and in what order.
See Salesforce managed servicesCapabilities
- Quick wins you can make straight away
- Larger fixes grouped into phases
- Adoption and training gaps
- Readiness for Agentforce and Claude
Controls
- Walked through with your team
- Yours to act on, with us or on your own
What We Review
The parts of your org that most often cause slow screens, bad data and risky access.
- Sales Cloud
- Service Cloud
- Experience Cloud
- Flow
- Apex
- Permissions
- Reports
- Integrations
Connected with
License review
Pair the health check with a license review to cut spend at the same time.
Managed services
Have us fix what the health check finds, on a monthly plan.
Claudeforce Assessment
Go on to find where Claude can help, once the basics are in order.
Salesforce Projects We’ve Delivered
Real client work, with the results each case study reports.
Energy storage consortium · Salesforce + ArcGIS
Energy Storage Consortium: Global Ecosystem Map
- $20,000-$30,000 annual savings
- Scalable global visualization
- Secure member portal
- Real-time ecosystem updates
Solar project management · Salesforce
“Brazen Group initially built a system that solved our project management challenges. However, the deep trust and understanding they developed with our team led to a much longer partnership.”
Clients we work with
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
See Salesforce Working for Your Team
Tell us what worries you about your Salesforce org today. We’ll tell you what a health check would cover and what you’d get at the end.
- A review scoped to your org and your concerns
- A prioritized plan you can act on
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce Health Check FAQ
What does a Salesforce health check cover?
Security and access, data quality, automation and custom code, and adoption. You get findings ranked by risk and effort, and a plan for what to fix first.
Will you change anything in our org?
Not during the review. We look, test and report; any fixes are planned with you and made in a sandbox first.
Do we have to use Brazen Group to fix what you find?
No. The plan is yours to act on, with your own team, with us, or with anyone else.
Does it check whether we are ready for AI?
Yes. We look at whether your data and permissions are ready for Agentforce and Claude, and what to fix before you start.
