01
Data quality and integrity
Where do duplicates, missing values, stale records, or unclear definitions affect trust in the data? We frame the evidence and the cleanup decisions worth validating.
Consulting-led Salesforce service
A clearer health picture for your Salesforce org.
The Luxera Salesforce Org Health Assessment brings six risk areas into one evidence-led review—so your team can decide what deserves attention first, what depends on what, and what to plan next.
Provisional test pricing: $1,500–$2,500. Final scope and quote are confirmed after intake.
The scope
Six lenses for one operating picture.
Each area is reviewed for the questions it raises, the evidence available, and the decisions your team may need to make. The assessment is focused—not a promise of exhaustive coverage of every Salesforce setting.
02
Flow and automation reliability
Which automations have failure paths, fragile dependencies, or unclear ownership? We identify review priorities without treating a signal as proof that a Flow is safe to change.
03
Validation rules and business logic
Where do rules overlap, conflict, or encode business logic that needs clarification? Findings help your team choose what to test and document first.
04
Security, access, and sharing
How do profiles, permission sets, roles, sharing rules, and access paths combine? The review gives decision support for least-privilege and access-change conversations.
05
Schema and configuration debt
Which fields, objects, metadata patterns, and configuration choices create maintenance drag or make future changes harder to assess?
06
Reporting and operational readiness
Can the team rely on the definitions, reports, ownership, documentation, and operating practices needed to act on the findings?
What is included
A review package built for decisions.
The output is meant to give executives and Salesforce owners a shared starting point for prioritization, validation, and scoping.
Context and intake
A focused conversation about your org, business priorities, known concerns, stakeholders, and the questions the assessment should help answer.
Read-only metadata and configuration review
Review of the agreed metadata, configuration, exports, and supporting context. Access and review boundaries are confirmed during scoping.
Prioritized findings
Findings organized with available evidence, likely business impact, dependencies, and questions to validate before making a change.
Executive deliverable
Scorecard + 90-day remediation roadmap
An executive scorecard across the six audit areas, paired with a planning view for sequencing the work. The roadmap is a decision aid; it is not an implementation commitment or guaranteed timeline.
Data quality and integrity
Flow and automation reliability
Validation rules and business logic
Security, access, and sharing
Schema and configuration debt
Reporting and operational readiness
Planning output
A 90-day remediation roadmap with the dependencies in view.
Phases are planning windows for discussion. Owners, effort, sequencing, and validation requirements are confirmed with your team.
0–30 days
Align and de-risk
Confirm owners, definitions, access boundaries, and the highest-priority findings.
- Baseline evidence and dependencies
- Identify validation or sandbox needs
- Separate urgent questions from backlog work
31–60 days
Sequence the work
Plan changes around business process, technical dependencies, available owners, and effort.
- Group related remediation decisions
- Assign responsible owners or teams
- Define test and review checkpoints
61–90 days
Review and sustain
Set the follow-through cadence and the evidence needed to decide what comes next.
- Track open decisions and dependencies
- Revisit scorecard questions as evidence changes
- Scope follow-on work only where useful
Scope boundaries
Useful context, clear limits.
The assessment is designed to support responsible decisions. It does not turn a review signal into an automatic change recommendation.
What this does not include
- Implementation or remediation execution
- Managed Salesforce administration
- Payment or a final quote before intake and scoping
- Unbounded review of every org asset or business process
Those services can be separate conversations or confirmed during scoping; they are not included by implication.
Read this before acting
Recommendations are not proof that a change is safe without validation. Your team should confirm dependencies, test in the appropriate environment, and approve changes through its own release and access controls.
This page contains no fabricated customer evidence, customer logos, testimonials, or promised outcomes.
Buyer questions
Before you request the assessment.
What happens after I submit the intake?
We review the org context and questions you share, then follow up on fit, scope, timing, access boundaries, and the final quote. Submitting the form is an intake request, not payment or a booking confirmation.
Will the assessment change my Salesforce org?
The planned review is read-only within the agreed scope. Implementation and remediation execution are separate and require explicit scoping and approval.
Is the $1,500–$2,500 price final?
No. $1,500–$2,500 is a provisional test range for this offer. Final scope and quote are confirmed after intake, based on the questions, evidence, and review boundaries involved.
Can I start with a narrower guide or free tool?
Yes. The data quality guide, Flow health guide, and free diagnostic tools can provide supporting context before a broader assessment conversation.
Assessment intake
Bring the questions your team needs answered.
Share enough context for a useful first conversation. The intake helps us understand your org, the areas that matter most, and whether this offer is the right next step.
Scope, timing, and final quote follow review.
No payment is collected through this form.
Implementation and managed administration remain separate.
Supporting context
Explore the individual audit lenses.
These guides and tools are supporting context only; they do not replace the scoped assessment.