Free Salesforce Implementation Audit

Get an expert review of your Salesforce setup, identify gaps, and receive clear recommendations for optimization.

What We Review

Our comprehensive audit covers all critical aspects of your Salesforce implementation:

  • Org Architecture & Data Model - Structure, relationships, scalability
  • Automation & Scalability - Processes, workflows, future growth
  • Security & Access Controls - Profiles, permission sets, sharing
  • Performance Considerations - Optimization opportunities
  • Business Process Alignment - How well Salesforce supports operations
  • Governance & Best Practices - Development lifecycle, change management

How the Audit Works

Initial Discussion

30-45 minute call to understand your business, challenges, and goals.

System Review

High-level review of your Salesforce org configuration and setup.

Gap Identification

Identification of improvement areas, risks, and optimization opportunities.

Recommendation Summary

Clear, actionable recommendations with priority and impact assessment.

What You Get

The audit delivers tangible value with clear next steps.

Clear Improvement Areas

Specific, prioritized list of areas for optimization and enhancement.

Architecture Recommendations

Scalable design patterns and architectural improvements.

Optimization Ideas

Practical suggestions for performance, usability, and automation.

No Obligation Follow-up

Option to discuss findings further with no pressure to engage.

Who Should Request This Audit

Companies with Existing Salesforce Orgs

Organizations that have been using Salesforce for some time and want to optimize their implementation, improve performance, or prepare for scaling.

Growing Businesses

Companies experiencing growth and facing performance issues, scalability concerns, or needing to enhance their Salesforce capabilities.

Teams Planning Enhancements

Organizations planning major enhancements, re-architecture, or adding new clouds/modules who want expert guidance before proceeding.

Why Trust Wizdin for Your Audit

Architect-Led Review

Every audit is conducted by experienced Salesforce Solution and Technical Architects with enterprise implementation experience.

Global Consulting Exposure

Experience across industries and geographies brings diverse perspectives and proven patterns to your review.

Enterprise Experience

Deep experience with large-scale implementations across Healthcare, Financial Services, Government, and Education sectors.

Objective Assessment

No hidden agenda. Our goal is to provide honest, objective feedback to help you optimize your Salesforce investment.

Request Your Free Salesforce Audit

Fill out the form below and we'll contact you within 24 hours to schedule your audit.

Request Your Free Salesforce Audit

Fill out the form below and we'll contact you within 24 hours to schedule your audit.

No obligation. No sales pressure. Just expert guidance.