The Salesforce Self-Audit · 25 Questions to Find Out If Your CRM Is Working For You or Against You
Salesforce orgs accumulate technical debt as businesses evolve. Flows nobody owns anymore, duplicate records that never get merged, dashboards that support an old process.
This 25-question audit scores your org across five categories: automation health, data quality, user adoption, reporting accuracy, and security and permissions. It takes about fifteen minutes, and no login to your org is required.
What comes back is a scored breakdown that shows you exactly where the debt is sitting and which gaps are worth fixing first. Take the audit!
Score your Salesforce org and see where it lands →
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