A Salesforce health check is a diagnostic of your whole org. The Clientell AI check is free and read-only. It reviews flows, permissions, data quality, technical debt, integrations and performance, then returns a 0-100 health score, ranked issues and a fix for each within 24 hours. Nothing in your org changes.
Clientell AI, the AI agent for Salesforce admins and teams, runs the scan and explains each finding in plain English. When you want a fix applied, it asks before it changes anything in production. Start the 14-day free trial
The native Setup Health Check in Salesforce covers security settings only. This free org audit also checks the areas below.
Why check this first? In a TD Cowen partner survey (Salesforce Ben, 24-08-2026), no partner said Agentforce drove recent bookings. A KeyBanc CIO survey (Salesforce Ben, 17-07-2026) points to weak data maturity. Whatever agent you pick, the list above is what it will stand on.
The scan is read-only. A person on our team reviews the output, and your report arrives within 24 hours.
Updated October 6, 2026 · By the Clientell AI team · How we write
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Last audit: Apr 1, 2026 · 21 open issues
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Four common problems the check looks for. The visuals are illustrations, not measured averages.
An agent cannot act safely while permission gaps and empty fields sit in the records it reads. The check lists each gap and where it sits.
An agent that routes on a field needs that field filled. The fix is often a validation rule that Clientell AI drafts for you.
Flows, triggers, and rules firing on the same record cause silent data corruption. We surface every collision and propose the consolidation fix.
Old rules running alongside flows use up Apex CPU and governor headroom. Clientell AI drafts the migration.
Read-only metadata plus event-log analysis. Figures are illustrative patterns, not single-org guarantees.
Interactive dashboards with real data. Click tabs to explore Overview, Issues, Processes, and Compliance.
Salesforce Audit
Intelligence Platform
Org Health
+2 pts
Health Score Timeline · Click a dot to view that audit
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5 minEnforce MFA for 34 direct-login users
30 minAssign owners to 3 unassigned critical issues
5 min2
New issues
3
Resolved
21
Open issues
38/100
Agentforce ready
This is live demo data. Run the same scan on your org, free, in 24 hours.
A complete Salesforce health check spans these six areas. Every finding in the Clientell AI report includes an origin story (who made the change, when, and the business impact), so you fix the root cause, not the symptom.
Are flows bloated, duplicate, or failing silently? We map every active automation, catch overlaps, and surface the ones that are throwing errors nobody's reading. We also detect competing automations on the same object. That is a common cause of data corruption that metadata-only tools miss.
Are users over-permissioned or under-permissioned? We flag stale profiles, unused permission sets, and the accounts quietly holding Modify All Data. Every finding is mapped to SOC 2 and ISO 27001 controls so your compliance team can act immediately.
Duplicates, incomplete records, stale accounts, missing required fields. We quantify the rot and point to the objects costing you the most reporting accuracy. Field utilization metrics show which fields are actually used versus which are dead weight.
Unused fields, unused objects, custom code nobody owns, legacy workflow rules still running next to modern flows. We list what's safe to retire and show the dependency chain so you don't break anything during cleanup.
Broken auth, failing syncs, over-privileged connected apps. We check every integration touching the org and call out the ones that shouldn't have the access they do. Integration health is monitored continuously, not just at scan time.
Apex CPU limits, SOQL inefficiencies, queue delays, LWC bottlenecks. We pull the logs and show you where the org is actually slow and why. Governor limit consumption is tracked per automation to catch the ones approaching the cliff.
Most audits end with a PDF. Clientell AI ships a working surface for every dimension: eight tabs your team comes back to weekly, not once a year.
Named revenue processes (Lead Qualification, Deal Execution) with conformance, cycle time, rework, and the automations involved.
Eight surfaces, one read-only health check. Every tab is live the moment you reconnect.
Connect your Salesforce org once. The first scan returns in 24 hours. After that, every tab is live, every issue is tracked, and every change in your org is logged with the person who made it.
Try it freeSix personas, one diagnostic. Each role gets the data shape they actually need to act on.
Weekly org health check without reading a 40-page audit. One number to watch, prioritized issues to escalate, and process conformance data for leadership.
Admin-as-a-ServicePrioritized issue list so you work on the right thing first. Origin stories tell you who made the change and when. Dependency graph prevents breaking things during cleanup.
AI Salesforce AdminProcess intelligence shows why deals stall, which stages have high rework, and how automations affect revenue velocity. Data-backed pipeline health, not gut feel.
Salesforce ServicesSOC 2 and ISO 27001 controls mapped to actual Salesforce config. Continuous compliance monitoring replaces annual audit panic. Every finding has evidence.
Learn moreDependency-aware metadata inventory. See which flows call which Apex, which fields are dead, which triggers compete. Scope cleanup and migration work accurately.
Implementation ServicesDeliver a process health report with named metrics, not just component counts. Use the free scan as a pre-sales assessment deliverable for your prospects.
Partner ProgramAgentforce is Salesforce's biggest product bet. Every enterprise is being told to deploy agents, but nobody has told them whether their org is even ready for one. A dirty org produces a broken agent. We score your readiness across four dimensions.
Are the fields agents need actually populated? Empty routing fields mean the agent can't route properly.
Is the intended stage path defined well enough for an agent to follow? Ambiguous processes produce unpredictable agent behavior.
Do agents have clean, scoped permissions or will they inherit admin-level access? Most orgs fail this check.
Are 3 flows and a trigger all competing to do the same thing? An agent can't operate on top of conflicting automation.
A dirty org produces a broken agent. Most aren't ready.
Get the diagnostic before the next thing breaks.
Knowledge walked out the door. Undocumented flows and integrations are a ticking clock, and the longer you wait, the harder it is to untangle. Clientell AI reads the org directly. It does not depend on handoff documents.
You don't actually know what's running. Before you build anything new on top, you need a map of what already exists, what it does, and how it all connects. Our dependency graph reveals chains that manual audits miss.
Post-implementation issues, missed scope, broken assumptions. A health check catches the gaps between what was promised and what shipped, and shows who changed what and when.
Data reliability has drifted. Dashboards lie. When leadership stops trusting Salesforce reporting, the org has a credibility problem, not a dashboard problem. Process intelligence tells you exactly where the data diverges.
A dirty org produces a broken agent. Before committing to an Agentforce rollout, you need to know your data quality score, your automation overlap score, and your permission hygiene score. Our Agentforce readiness assessment gives you all three.
Not a 200-page PDF nobody reads. Five deliverables designed so a mid-market team can actually act on them.
A single number weighted across all 6 dimensions with a 6-month trend line. Easy to share with leadership, easy to track quarter over quarter. Each score dimension is broken down so you know exactly what's pulling it down.
Every finding, ranked from critical to cosmetic, grouped by root cause pattern, not listed one by one. Each issue shows who made the change that caused it, when, and why (from SetupAuditTrail analysis).
Named business processes (Lead Qualification, Deal Execution, Renewal) with conformance scores, cycle time breakdowns, rework rates, and automation maps. It applies process analysis to your Salesforce revenue process.
Per-process readiness scoring across 4 dimensions: data quality, process clarity, permission hygiene, and automation overlap. Includes specific blockers and effort estimates so you know exactly what to fix before deploying an agent.
Urgent vs important, high-effort vs low-effort. An ordered plan with owner, time estimate, and dependencies. Built so a mid-market team can actually execute without hiring a consultant.
Clientell AI drafts the fix and shows the diff. On the Platform, deployments have approval and rollback. Org intelligence becomes an action, not a report.
Hubbl has process mining but not the graph. Elements has the graph but not event-log mining. Nobody has both. Having both means we tell you which automation is involved in which revenue process, how often it fires, and how it affects cycle time.
“This started March 4 at 2:47pm when @sarah edited the flow.” Nobody in the market reads SetupAuditTrail at the individual finding level. We do. This reduces root cause investigation from days to seconds.
Everything buyers ask before booking a Salesforce health check.
A Salesforce health check is a diagnostic audit of your org across flows, permissions, data, technical debt, integrations, and performance. It surfaces risks, quantifies issues, and gives you a prioritized remediation plan. Clientell AI's health check goes further than traditional audits by adding process intelligence (how your actual revenue processes perform inside Salesforce) and Agentforce readiness scoring.
The Clientell AI health check is free. It covers six areas (flows, permissions, data quality, technical debt, integrations and performance) plus process intelligence and Agentforce readiness, and results arrive within 24 hours. A consultant-led org health check or audit costs $5,000 to $20,000 in the US (Codleo, October 2026).
Clientell AI's audit returns results within 24 hours because the analysis is automated. A human consultant still reviews the output before it's sent back to you. Follow-up scans can be run on-demand to track improvement over time.
Process intelligence uses event log data (Field History Tracking, stage transition events) to measure how your actual revenue processes perform. It shows what actually happens, not what your metadata says should happen. It reveals conformance gaps (deals that skip a stage), cycle time bottlenecks (stages where deals wait) and rework patterns (deals that move backwards).
A proper health check covers flows and automation, permissions and security, data quality, technical debt, integrations, and performance. Clientell AI ships eight working surfaces on top of that: an Overview briefing screen, named Processes with conformance and cycle time, an Issues view grouped by causal pattern, a Compliance tab mapping SOC 2 and ISO 27001 controls to your org config, a dependency-aware Metadata inventory, a History tab with scan deltas, an Agentforce readiness score, and an AI Co-pilot you can ask questions in natural language. Deliverables include a health score, a severity-ranked issue log with origin stories (who changed what, when), a process intelligence report, and a remediation roadmap.
Yes. A dirty org produces a broken agent. Agentforce agents need clean data, clear process paths, scoped permissions, and non-conflicting automations to operate properly. Our Agentforce readiness assessment scores your org across these four dimensions and gives you a prioritized list of blockers to fix before deployment. An agent in an unready org can route work wrongly or inherit admin-level access.
A health check is a diagnostic. It tells you what is broken and what to fix first. A full audit is broader and usually includes strategy review, license optimization, and roadmap planning. Clientell AI's health check bridges the gap by including process intelligence and Agentforce readiness, which traditional health checks skip entirely. Most teams start with the health check and upgrade to ongoing monitoring.
Annually at minimum, and additionally after any major event: a big rollout, an admin turnover, a merger, or a noticeable drop in adoption or reporting accuracy. With Clientell AI, you can run scans on-demand and track health score trends over time. Every scan is saved, so you can compare results week over week.
No. Salesforce Security Health Check, in Setup, scores your security settings against the Salesforce Baseline Standard. It does not review flows, data quality or technical debt. Salesforce also retired its Optimizer app in 2026 (Salesforce Help). The Clientell AI health check covers the whole org: security, automation, data, debt, integrations and performance.
Those tools each have their own strengths, so compare them on your own org. Clientell AI combines three things: event-log process analysis with a metadata dependency map, SetupAuditTrail origin stories (who made the change behind each issue, and when), and fix delivery. Clientell AI drafts the fix for each finding and asks before it changes anything in production. On Clientell Platform, deployments have approval and rollback.
Yes. Clientell AI runs a free Salesforce org health check and returns a full report in 24 hours. It covers all six standard audit areas plus process intelligence, Agentforce readiness scoring, and compliance mapping. You get a health score, origin-attributed issue log, and a prioritized remediation roadmap. No paid engagement is required.
Six areas: flows and automation, permissions and security, data quality, technical debt, integrations and performance. The Clientell AI check adds compliance mapping and Agentforce readiness.
Yes. The Clientell AI health check is free and read-only. Nothing in your org changes during the scan.
You get the report within 24 hours of connecting your org.
A 0-100 health score, findings ranked from critical to low, the evidence and origin of each finding (who changed what, and when), and a fix for each one.
A consultant-led org health check or audit costs $5,000 to $20,000 in the US (Codleo, October 2026). The Clientell AI check is free.
No. Security Health Check in Setup scores only security settings against the Salesforce Baseline Standard. This check also covers flows, data quality, technical debt, integrations and performance.
Deep guides, comparisons, and adjacent services for teams running a Salesforce org audit, evaluating managed services, or preparing for an Agentforce deployment.
What native Health Check covers, what it misses, and the six-area framework most consultants use. 19-min read.
Read moreGuideHow managed services use health checks as a baseline, pricing benchmarks, and what to expect from a provider.
Read moreServiceContinuous monitoring, fix delivery, and admin coverage on top of the health check baseline.
Read moreServiceFor RevOps directors who need a weekly org health check without reading a 40-page audit.
Read moreServiceStrategy review, license optimization, and roadmap planning beyond a one-shot health check.
Read moreAuditReadiness scoring across data, process, permissions and automation overlap, with a fix plan for each blocker.
Read moreAuditPer-user risk scoring and effective access drill-down. Finds unused permission sets and over-privileged integrations.
Read moreAuditFinds automations that collide on one object and old Workflow Rules that need moving to Flow.
Read moreAuditA to F grades per object, a field-level heatmap, duplicate pairs and validation rule fixes.
Read moreAuditSalesforce config mapped to SOC 2, ISO 27001 and HIPAA controls, with evidence for auditors. Free.
Read moreServiceOnce your org passes the readiness check, we deploy and tune Agentforce agents in production.
Read moreProductThe AI agent that fixes the issues a health check surfaces: flows, permissions, data and more.
Read moreToolsSOQL generator, ROI calculators, and other free utilities for admins and architects.
Read moreProofHow real teams used Clientell AI to remediate technical debt and deploy Agentforce.
Read moreCustomer Testimonials
How teams are clearing backlogs, cutting consulting costs 80%, and actually shipping Salesforce work on time with the AI agent, managed services, or both.
“Clientell AI didn’t tell me what to do in Salesforce. It did it for me. It built the Flow. It created the test data. It let me validate everything right inside my org. My role was still the same: inspect, test edge cases, and make sure the automation made sense. But the heavy lifting was handled by the AI. Clientell AI is not instructions. It is execution inside Salesforce.”
“Moving to Clientell AI has been a game-changer for our lead routing, giving us full visibility into where our leads are going.”
“Clientell AI has helped us accelerate the pace of developing any Salesforce requests, including complex, custom logic. Their knowledge and experience helps us make decisions faster.We have had multiple use cases completed within a short span of time. If you have Salesforce, their team is a great addition for your GTM stack!”
“As an Admin with 10 years experience, I was skeptical of AI performing system configuration tasks accurately. When I put Clientell AI through some paces I had to rethink what was possible. I checked my Salesforce org and there were 10 new fields in a fraction of the time to configure one-by-one. There are hundreds of hours to be saved each year with repetitive tasks we perform in each sandbox.”
Real teams. Real orgs. Real Salesforce instances.
Flows, permissions, data quality, compliance and Agentforce readiness in one read-only scan. Report in 24 hours, with a fix for each finding.
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