QuantumNestSalesforce & AI
Sample deliverable
Discovery sprint output

Salesforce Health Check

This is the exact scorecard we hand over at the end of a fixed-price discovery sprint. The org below is illustrative; the structure, scoring and findings are real. Names and data are anonymized.

68/100 Org health

Healthy core, three risks worth fixing first

The org is well-adopted and stable, but security model drift, unmanaged technical debt in automation, and thin data hygiene are the three areas dragging the score. None are emergencies; all are fixable inside a quarter.

01 — Scorecard

Twelve dimensions, scored

Every QuantumNest health check grades the same twelve dimensions of a Salesforce org, so results are comparable over time and across teams. Each is scored out of 10 with a one-line rationale.

01
User adoption & login health
Active-user ratio and login frequency are strong across teams.
8/10
02
Security & sharing model
Profile and permission-set sprawl; several over-broad "modify all" grants.
4/10
03
Automation & technical debt
Overlapping Workflow, Process Builder and Flow on the same objects.
4/10
04
Data quality & hygiene
Duplicate accounts and ~18% of contacts missing a valid email.
5/10
05
Reporting & dashboards
Healthy folder structure; a handful of stale, unowned legacy reports.
7/10
06
Apex & code coverage
Coverage at 79%; two trigger frameworks competing on the same object.
6/10
07
Integrations & API limits
Well within daily API limits; integrations use named credentials.
8/10
08
Release & change management
Some sandbox discipline, but changes still land directly in production.
5/10
09
Storage & org limits
Data and file storage comfortable; no near-term limit pressure.
9/10
10
UX & page-layout hygiene
Lightning adopted, but several record pages overloaded with fields.
6/10
11
Reporting on AI / Einstein readiness
Clean enough data foundation to pilot Einstein and Agentforce.
7/10
12
Documentation & governance
Core processes documented; a light-touch change-advisory exists.
7/10
02 — Priority map

What to fix first

Each finding is plotted by impact against effort, so the team can see the quick wins and the strategic bets at a glance. The numbers map to the twelve scored dimensions above.

High impact Medium impact Maintenance
Low effort
Higher effort
High
impact
02 · Tighten "modify all" grants 04 · Dedupe accounts
03 · Consolidate automation 08 · Add a release pipeline
Medium
impact
05 · Archive stale reports 10 · Trim record pages
06 · Unify trigger framework
Maintenance
09 · Monitor storage 12 · Refresh docs
11 · Plan Einstein pilot
03 — Sample findings

Two findings, in full

Every flagged item is written up like this, so the team can act without a follow-up call. The full report carries one per issue; two are shown here.

Critical

Over-broad "Modify All Data" on three custom profiles

Dimension 02 · Security & sharing model
EvidenceThree profiles built for ops roles carry Modify All Data, granting read/write to every record regardless of sharing. 41 active users inherit it.
RiskAny of those users (or a compromised login) can edit or export the entire database, and the org fails a standard security review.
FixReplace the blanket grant with scoped permission sets for the specific objects each role needs; remove Modify All Data from all three profiles.
EffortLow. Roughly two days, including a permission-set design and a staged rollout.
High

Three automation tools firing on the Opportunity object

Dimension 03 · Automation & technical debt
EvidenceOpportunity is automated by a legacy Workflow Rule, two Process Builder processes and a record-triggered Flow, with overlapping field updates that run in an unpredictable order.
RiskConflicting updates cause intermittent, hard-to-debug data errors and make every future change slow and risky.
FixConsolidate onto a single record-triggered Flow with ordered entry conditions; retire the Workflow Rule and Process Builder processes after parity testing.
EffortMedium. One to two weeks, including regression tests in a full sandbox.

Want this run on your own org?

A QuantumNest discovery sprint produces exactly this scorecard for your Salesforce environment, scored, prioritized and ready to act on. Fixed price, credited in full if you go on to engage us.

Book a discovery sprint Read the health-check guide
Free first call Fixed price, credited if you proceed No actionable plan, no fee