Org intelligence, process intelligence, and an AI co-pilot that explains every finding. Flows, permissions, data, compliance, Agentforce readiness, plus a one-click fix for every issue. Results in 24 hours.
Updated April 29, 2026 · Reviewed by Neil Sarkar, CTO
Acme Corp
Last audit: Apr 1, 2026 · 21 open issues
Trusted by leaders at
Patterns we see repeatedly when running a Salesforce health check on real production orgs across mid-market and enterprise.
Most cannot deploy an agent until permissions and data quality are remediated. The dependency graph is layered with permission gaps and field gaps that compound silently.
Below the 70% floor most Agentforce agents need to route correctly. The fix is a sandbox-tested validation rule, applied with one click.
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 modern flows. Removing them recovers governor headroom and the fix ships as a safe one-click migration.
Based on health checks Clientell has run on 1,000+ production Salesforce orgs. Mid-market and enterprise mix. Read-only metadata plus event-log analysis. Numbers are typical 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 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 - a common cause of data corruption that metadata-only tools miss entirely.
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 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 Lead.Rating on 43% of records means 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. Our AI reads the org directly - it doesn't 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 you 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 individually. Each issue shows who made the change that caused it, when, and why (powered by SetupAuditTrail analysis that nobody else in the market does at finding level).
Named business processes (Lead Qualification, Deal Execution, Renewal) with conformance scores, cycle time breakdowns, rework rates, and automation maps. This is Celonis-level insight applied specifically 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.
Hubbl, Elements, and Sweep all stop at diagnosis or documentation. We propose the fix, dry-run it in your sandbox via Metadata API, show the diff, and apply it with one click. No code, no consultant. 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's health check goes further than traditional audits by adding process intelligence (how your actual revenue processes perform inside Salesforce) and Agentforce readiness scoring.
Traditional consulting health checks run $5K to $25K depending on org size and scope. Manual compliance reviews add another $20K to $50K. Clientell offers a free AI-accelerated health check that covers the same six areas plus process intelligence and Agentforce readiness, delivered in 24 hours at no cost.
Manual consulting audits take 2 to 6 weeks. Clientell's audit runs in 24 hours because the analysis layer 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 - not what your metadata says should happen, but what actually happens. It reveals conformance gaps (31% of deals skip Needs Analysis entirely), cycle time bottlenecks (Enterprise deals spending 12 extra days in Proposal), and rework patterns (18% of deals loop back to Negotiation). This is the kind of insight a RevOps consultant normally charges $15K to discover manually.
A proper health check covers flows and automation, permissions and security, data quality, technical debt, integrations, and performance. Clientell 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. Most orgs that skip this step end up with agents that hallucinate, route incorrectly, or inherit admin-level access.
A health check is a diagnostic - it tells you what's broken and what to fix first. A full audit is broader and usually includes strategy review, license optimization, and roadmap planning. Clientell'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, you can run scans on-demand and track health score trends over time - every scan is persisted so you can compare deltas week over week.
Three capabilities nobody else combines. (1) Event-log process mining + metadata dependency graph: Hubbl has process mining but not the graph; Elements has the graph but not event-log mining; Sweep has neither. Having both means we can tell you which automation is involved in which revenue process, how often it fires on real deals, what it competes with, and how it affects cycle time. (2) SetupAuditTrail-powered origin stories: we tell you who made the change that caused each issue, at what time, on what date - nobody else reads SetupAuditTrail at the individual finding level. (3) Fix delivery: we don't just diagnose, we deploy the fix via sandbox dry-run with diff review and one-click apply. Hubbl, Elements, and Sweep all stop at diagnosis or documentation.
Yes. Clientell 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 required.
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 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 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 has been a game-changer for our lead routing, giving us full visibility into where our leads are going.”
“Clientell 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.
Org intelligence. Process intelligence. Agentforce readiness. Compliance mapping. Delivered in 24 hours with sandbox-tested fixes ready for one-click apply.
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