Free Evaluation
Expert, founder-led review of your Salesforce org - uncover risks, opportunities, and actionable improvements.
What You’ll Get?
A free, founder-led deep dive into your Salesforce org - focused on clarity, efficiency, and uncovering what’s holding your business back. In just 10 hours, we’ll identify risks, surface opportunities, and deliver a clear, actionable plan to strengthen your architecture and improve performance across your entire Salesforce environment.
- Comprehensive review of your Salesforce org by senior experts
- Identification of inefficiencies, risks, and technical debt
- Recommendations to optimize automation, integrations, and reporting
- Prioritized roadmap and actionable improvement plan
- Transparent pricing for implementation if you choose to move forward
Key Assessment Areas
Architecture & Data Model
Object relationships, custom objects, field usage. Data normalization, duplicates, and storage efficiency.
Security & Access
Profiles, roles, sharing rules, and permission sets. Sensitive data handling and compliance gaps.
Process & Automation
Workflow rules, Process Builder, Flows, Approval processes. Optimization opportunities and redundancies.
Reports & Dashboards
Quality, usability, and relevance of reports. Metrics alignment with business goals.
Integrations & APIs
Connected systems, middleware, and data sync. Redundant or risky integrations.
Customization & Technical Debt
Apex classes/triggers, code quality, test coverage. Deprecated features or unused customizations.
User Experience & Adoption
Navigation, page layouts, Lightning readiness. Pain points that slow users down.
Disclaimer: This Free 10-Hour Org Evaluation is a preliminary consultation. It is intended to provide guidance and recommendations only. It does not constitute a contract for services, nor is there any obligation to engage Novatron Solutions beyond this introductory session. Any further work will require a separate agreement.