Architecture and technical debt
Configuration, Flow, Apex, Lightning components, data model, limits, maintainability, and release practices.
Fixed-scope Salesforce review
Know what to fix, what to protect, and what to do next.
The SteadNorth Salesforce Health Assessment turns an unclear backlog, unreliable implementation, or upcoming investment into a prioritized technical roadmap tied to business needs.
1–2 weeksTypical timeline
Fixed scopeClear deliverable
Senior reviewDirect accountability
Decision readyPrioritized roadmap
Assessment scope
A connected view of the platform—not a generic checklist.
Findings are evaluated in the context of the workflows, risks, and outcomes that matter to your business.
Data, security, and integrations
Data quality, permissions, sharing, connected systems, failure handling, and operational ownership.
Automation and AI readiness
Where straightforward improvements, Flow, practical AI, or architectural changes can create measurable value.
How it works
Focused enough to finish. Broad enough to find the real issue.
Access and scope are agreed before work begins. The result is evidence, priorities, and a path forward—not an open-ended discovery exercise.
- Define scope and success
Confirm the business questions, stakeholders, systems, access, and assessment boundaries.
- Review the evidence
Inspect configuration, automation, code, data, integrations, permissions, and release history.
- Prioritize findings
Rank issues by business impact, technical risk, effort, and dependency.
- Present the roadmap
Review the executive summary, recommended sequence, quick wins, and implementation options.
Choose the right starting point
QuickScan or Health Assessment?
Salesforce QuickScan
Use a QuickScan when one workflow, error, report, or integration needs senior diagnosis. Starts at $950.
Health Assessment
Use the comprehensive assessment when problems span teams, processes, integrations, security, or architecture.
Project engagement
When the outcome and constraints are already clear, SteadNorth can scope the implementation directly.
Make the next investment with confidence
Turn Salesforce uncertainty into an ordered decision.
Share the questions leadership needs answered and the implementation areas that are difficult to trust.
Common questions
Clear scope before access.
Will the assessment include implementation?
The assessment produces findings and a roadmap. Remediation can be scoped as a separate fixed engagement after priorities are agreed.
Can you review an existing consulting partner's work?
Yes. The review can be independent, collaborative, or performed under NDA as part of a partner delivery arrangement.
What access is required?
Access depends on scope. It may include a sandbox, metadata or source, integration documentation, release history, and focused stakeholder interviews. Production access is not assumed.