Salesforce administration experience
Built by a 10-year Salesforce Admin with the perspective to translate configuration detail into questions internal teams can act on.
About Luxera Cloud
Salesforce consulting that starts with evidence.
Luxera helps Salesforce teams investigate org-health questions with diagnostic tooling and expert interpretation—so signals become clearer priorities, useful validation questions, and a practical path to next steps.
Reviews are read-only by default. Findings and recommendations require validation; implementation is separately scoped.
Experience with a practical bias
Built for the decisions behind the configuration.
Luxera’s approach combines technical review with the operating context that determines whether a finding deserves attention now, later, or not at all.
Certified Salesforce foundation
Salesforce Certified Administrator & Developer experience informs a review model grounded in platform configuration, dependencies, and responsible change.
Core capabilities
Six lenses for a clearer org-health picture.
Each lens helps frame what to inspect, what the evidence can show, and what your team may need to validate before changing the org.
01 / CONFIGURATION
Technical and configuration debt
Review fields, objects, metadata patterns, and configuration choices that can create maintenance drag or make future changes harder to assess.
02 / DATA
Data quality and reporting integrity
Investigate duplicates, missing values, stale records, and unclear definitions that can affect trust in operational reporting.
03 / AUTOMATION
Flow and automation reliability
Surface failure paths, fragile dependencies, broken references, and ownership questions around automation.
04 / LOGIC
Validation rules and business logic
Identify overlapping or conflicting rules and business logic that needs clarification, testing, or documentation.
05 / ACCESS
Security, access, and sharing
Bring profiles, permission sets, roles, sharing rules, and access paths into one conversation about responsible change.
06 / READINESS
Schema, reporting, and operational readiness
Assess whether definitions, ownership, documentation, reports, and operating practices are ready to support the next decision.
Questions worth investigating
Org-health situations Luxera can help unpack.
These are capability descriptions—not claims about any particular organization. The right evidence and scope are confirmed with your team.
Unused or unclear fields
Separate fields that may be candidates for cleanup from fields whose purpose, ownership, or downstream dependency needs clarification.
Undocumented configuration
Find configuration patterns that are difficult to explain, maintain, or evaluate during planned change.
Duplicates or stale, incomplete records
Investigate data-quality signals that may make reporting, routing, or day-to-day work less reliable.
Automation failure paths and dependencies
Trace the questions around Flow errors, fragile references, order of execution, and unclear ownership.
Overlapping rules and business logic
Bring validation rules and related logic into view when behavior is hard to explain or safely change.
Permission and access sprawl
Review how profiles, permission sets, roles, and sharing paths combine before an access decision is made.
Unreliable reporting definitions
Clarify the definitions, ownership, and data conditions that reporting depends on before treating a metric as actionable.
Methodology
An audit-first path from evidence to a 90-day plan.
Luxera’s methodology keeps discovery read-only, prioritization evidence-based, and planning practical—without implying customer outcomes or replacing your team’s validation controls.
Audit-first discovery
Gather org context, business questions, agreed metadata, exports, or read-only access while establishing a clear review boundary.
Evidence-based prioritization
Run diagnostics and review evidence, dependencies, limitations, and validation questions. Prioritize what comes next with the evidence in view.
Executive scorecard
Summarize the six org-health lenses in a decision-ready scorecard without implying customer outcomes or automatic proof.
90-day remediation planning
Sequence 0–30, 31–60, and 61–90 day planning windows with owners and dependencies; implementation and remediation execution are separately scoped.
Review signals need validation.
Diagnostics and recommendations are decision support, not automatic proof that a change is safe. Your team validates findings, tests in the appropriate environment, and approves any implementation through its own controls. Implementation and remediation execution are separately scoped.
Choose a next step
Start with the question that matters most.
Move from a broad org-health conversation to a focused engagement when the evidence points in a specific direction.
Broad review
Salesforce Org Health Assessment
Bring six org-health lenses into one evidence-led review with priorities and a practical planning path.
Explore the Org Health Assessment →Focused data work
Data Quality Assessment
Start with duplicates, completeness, stale-record signals, field hygiene, and value consistency.
Explore data quality work →Focused automation work
Flow & Automation Assessment
Focus the review on Flow inventory, failure paths, dependencies, rule overlap, and operational ownership.
Explore automation work →Prefer to investigate first? Browse the free Salesforce diagnostic tools or read the data quality audit guide.