Free Salesforce Health Check

Score your Salesforce org in 3 minutes across 6 dimensions. Get a PDF report with prioritized fixes ranked by impact, risk, and rollout effort.

Free · No login · No credit card · SOC 2 Type 2 certified

What does the Salesforce health check cover?

Eighteen questions split across six org-health dimensions:

• Security — sharing rules, profiles, permission sets, field-level security, login anomalies.
• Automation — flows, process builders, Apex triggers, workflow rules, and overlap between them.
• Data quality — duplicates, validation failures, field fill rates, orphaned records.
• User management — license utilization, role hierarchy sanity, inactive users.
• Technical debt — deprecated API usage, hardcoded IDs, test coverage, unused custom objects.
• Adoption — feature utilization, report usage, dashboard freshness, training gaps.

Frequently asked questions

What is a Salesforce health check?

A Salesforce health check is a structured self-assessment of your org across security, automation, data quality, user management, technical debt, and adoption. You answer 18 questions about how your org runs today, and the report scores each dimension and prioritizes what to tackle first — useful before planning a refactor, a migration, or a new feature rollout.

Is this really free?

Yes. The 3-minute assessment and the resulting PDF report are completely free. No credit card, no login, no obligation. You can optionally book a call with a Modelit architect afterward to review the findings in depth.

Does this connect to my Salesforce org?

No. This is a guided questionnaire — you answer 18 questions based on what you know about your org. Nothing connects to Salesforce, and the only data that leaves your browser is the contact details you submit for the report.

How long does it take?

Most people finish in under 3 minutes. The 18 questions are split into 6 short sections, each roughly 30 seconds.

What do I get at the end?

A downloadable PDF with your overall health score (0–100), per-dimension scores, and a prioritized list of recommendations ranked by impact, risk, and rollout effort — plus the option to book a call with a Salesforce architect to validate the findings.

Who is this for?

Salesforce admins, RevOps leaders, and engineering managers who own or inherit a Salesforce org and want an outside-in view of where it stands before prioritizing investment in fixes, refactors, or new features.

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