We review every license type in your org (Full, Platform, Identity, Community, Einstein), map each license to actual user activity, and identify downgrades, reassignments, and eliminations. If a user logs in twice a month to run one report, they don’t need a Full license. If a team switched roles six months ago, their licenses should have switched too. Clients routinely save 15–30% on their annual Salesforce spend from license optimization alone.

We audit every subscribed Salesforce service — Marketing Cloud, Pardot, Salesforce Inbox, Einstein Analytics, Data Cloud, Shield, AppExchange apps — and measure actual utilization against cost. Dormant subscriptions get flagged for cancellation. Underutilized features get flagged for training or decommission. You leave with a clear map of what’s delivering value and what’s dead weight.

Third-party tools connected to Salesforce carry their own license costs, and over time they accumulate: overlapping analytics tools, redundant middleware, unused connectors. We inventory every integration, assess its cost versus value, and recommend consolidation or replacement where Salesforce-native functionality can do the job.

Salesforce storage (data and file) costs add up, especially when outdated attachments, documents, and historical records keep growing unchecked. We analyze your storage consumption patterns, identify the categories driving volume, and recommend archiving strategies that move low-value data to external storage while keeping it accessible for compliance.

Low adoption is the most expensive problem in any Salesforce org because it means you’re paying for a platform people aren’t using. We analyze login frequency, feature utilization, and power-user versus passive-user distribution. The output is a targeted training plan that closes the adoption gaps costing you the most.

We verify that your current usage aligns with your licensing agreement — user counts, license types, feature entitlements — and flag any compliance risks before Salesforce does. For clients approaching a contract renewal, we provide the usage data, optimization evidence, and negotiation talking points that give you leverage at the table.

We deliver a detailed cost breakdown report (by license type, service, integration, and storage) alongside a forward-looking budget forecast that accounts for planned growth, upcoming Salesforce releases, and optimization savings. Your finance team gets the numbers they need for annual planning without guesswork.

We manually review your Apex code for readability, efficiency, security, and adherence to Salesforce coding standards, then run automated scans with PMD and static analysis tools. We measure test coverage (not just percentage but assertion quality), identify dead code, flag governor-limit risks, and quantify technical debt as a ratio of remediation effort to total codebase. You get a prioritized refactor roadmap with effort estimates.

Flows, record-triggered automation, validation rules, Workflow Rules, Process Builders, approval processes, assignment rules, and escalation rules — we map every automation on every object, build a dependency matrix, identify conflicts and redundancies, and test the order of execution. Overlapping automation is the most common source of production bugs in mid-market orgs, and this review catches it systematically.

We audit your sharing model, role hierarchy, profiles, permission sets, field-level security, login IP ranges, session settings, and password policies against the Salesforce Security Health Check baseline and our own hardened standards. We verify the principle of least privilege, flag over-permissive access, identify users with unnecessary admin rights, and ensure sensitive data is protected by sharing rules, encryption, and field-level security.

We inventory every custom object, field, record type, and relationship in your org. We identify unused fields and objects (created for projects long finished), redundant relationships, over-normalized or under-normalized structures, and opportunities to simplify the data model. A clean data model means faster queries, simpler automation, and easier onboarding for new admins.

We analyze page load times, SOQL query performance, API consumption patterns, batch job efficiency, and governor-limit proximity. We identify the specific processes, reports, or pages causing slow performance and recommend targeted optimizations — query tuning, selective indexing, async patterns, and code refactoring — with the performance impact quantified.

We review every API integration point: usage against limits, authentication methods, error rates, retry logic, and data transformation accuracy. We identify integrations approaching rate limits, integrations with high failure rates, and opportunities to optimize API calls through batching, Composite API, or event-driven patterns.

We assess your sandbox landscape: how many, what types, what purpose, when last refreshed, and whether naming conventions and refresh schedules are maintained. Redundant sandboxes waste storage and create confusion. We recommend cleanup, consolidation, and a governance framework for ongoing environment management.

We review the completeness and currency of your system documentation (data dictionaries, architecture diagrams, runbooks, admin guides) and assess your change management process (version control, deployment workflow, approval gates). Undocumented orgs are fragile orgs — we identify the gaps and recommend a sustainable documentation practice.

We test your Salesforce instance on mobile devices (iOS and Android), check Lightning page responsiveness, identify components that don’t render correctly on smaller screens, and review custom application architecture for performance bottlenecks. With mobile usage growing every year, this is no longer optional.