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+44 (0) 7446 87 37 97Modern enterprises rarely operate on a single technology platform.Sales teams rely on Salesforce to manage customer relationships, pipelines, and service...
10 min read · Jun, 2026
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Most Salesforce orgs have critical issues their teams don't know about. Security gaps, wasted licence spend, broken automations, and data problems that silently block performance, adoption, and AI readiness. The Aress health check surfaces all of it in 5 business days.
Answer 10 questions about your Salesforce org. Get an instant health score across 5 dimensions and see exactly where your biggest risks and savings are hiding.
10 questions · 3 minutes · Instant personalised score
Check your inbox in the next few minutes. A certified Aress Salesforce architect will also reach out within one business day to walk you through the findings.
Each dimension is assessed by a certified Salesforce architect against Salesforce best practices and your specific business context.
This is not a generic checklist. It is a certified architect's view of your specific Salesforce org.
Every month you operate with an unhealthy Salesforce org, the cost compounds in wasted spend, security exposure, and blocked strategic initiatives.
The average cost of a data breach in 2026 is $4.9 million. Misconfigured Salesforce security settings overly permissive sharing models, excessive admin access, and disabled MFA are among the most common causes of CRM data exposure.
$4.9M Average data breach cost in 2026The average Salesforce org wastes 20–30% of its annual licence spend on inactive users, over-licenced roles, and unused features. For a 100-user Enterprise Edition org, that is typically $30,000–$60,000 per year leaving on the table at every renewal.
20–30% Of Salesforce licences wasted on averageIn 2026, every Salesforce customer is being asked to adopt Agentforce. But Agentforce agents built on dirty data, broken automations, and misconfigured security models produce inaccurate results. A clean org is not optional it is the prerequisite.
62% Of orgs not ready for Agentforce deploymentMost Salesforce renewals are signed without a clear picture of what the business actually uses, who is actively logging in, or whether the edition purchased still matches the organisation's needs. That is how overspend compounds year on year.
That gives you time to act on the findings deactivate inactive users, right-size editions, and remove unused managed packages before you negotiate your next contract based on what you actually need, not what you inherited.
Book before your renewalThe free health check is a genuine, architect-led assessment not a sales call in disguise. Here is exactly what each engagement covers.
| What's covered |
Free health check
5 business days
|
Full paid audit
3 to 4 weeks
|
|---|---|---|
| Security and access model review |
✓ High-level findings
|
✓ Full remediation plan
|
| Licence utilisation and inactive user report |
✓ Included
|
✓ Included
|
| Automation and technical debt inventory |
✓ Included
|
✓ Included
|
| Data quality and storage assessment |
✓ Included
|
✓ Included
|
| Agentforce readiness score |
✓ Included
|
✓ Included
|
| Integration health review |
~ High-level only
|
✓ Full API and connector audit
|
| DevOps and release management review |
|
✓ Included
|
| Managed package review |
✓ Included
|
|
| User adoption analysis by team and role |
~ Login data only
|
✓ Deep adoption analytics
|
| Prioritised action plan |
✓ Top findings
|
✓ Full backlog with effort estimates
|
| Architect debrief call |
✓ 60 minutes
|
✓ 90 minutes + follow-up
|
| Implementation support |
Report only
|
✓ Optional remediation engagement
|
| Book free health check | Talk to us about a full audit |
We understand that granting access to your Salesforce org requires trust. Here is exactly how Aress governs that access before, during, and after the health check.
We request read-only admin access to your Salesforce org. We never request access that would allow us to modify, export, or delete your data or configuration. Every permission is scoped to the minimum required for the audit.
A mutual non-disclosure agreement is available for any client that requires one before granting access. Simply request it when booking your health check and we will send it for signature before any access is provided.
Access is granted for the duration of the audit only typically 5 to 7 business days. A formal access start and end date is agreed in writing before we begin, and you revoke access yourself at the agreed time.
We do not extract, copy, or store your Salesforce data. Our audit process is observation-based we review metadata, configuration, and aggregated metrics only. Any screenshot or export requires your explicit written approval.
Aress holds ISO 27001:2022 certification the internationally recognised standard for information security management. Our security policies, access controls, and data handling procedures are independently audited annually.
Upon delivery of your findings report, we confirm in writing that all access credentials have been revoked. We also provide a checklist for you to verify access removal on your side so you are never relying solely on our confirmation.
Every Aress health check is conducted by a certified Salesforce architect not an admin or a junior consultant. You get expert analysis of your org's design decisions, not just a surface-level checklist.
With over 250 Salesforce org audits completed across healthcare, financial services, manufacturing, and retail, Aress has built proprietary benchmarks for what good looks like in each industry and org size.
A health check requires read-only access to your Salesforce org. Aress holds ISO 27001:2022 certification and CMMi Level 3, ensuring that access is governed, time-limited, and fully documented throughout the engagement.
Our health check was updated in 2025 to include a dedicated Agentforce readiness dimension assessing data quality, security model, automation hygiene, and Data Cloud readiness as prerequisites for reliable AI agent deployment.
You receive the full findings report and architect debrief with no obligation to purchase any further services. Most clients choose to address findings with Aress but you own the report regardless of what you decide to do next.
The health check is often the starting point. Explore what Aress delivers once we know exactly what your org needs.
Full overview of our Salesforce practice all clouds, services, and certifications in one place.
View full Salesforce practice →End-to-end Salesforce consulting and implementation, from QuickStart to enterprise programmes.
Explore consulting →Reduce Salesforce spend through licence audits, right-sizing, and technical debt cleanup.
Explore cost optimisation →Deploy autonomous Salesforce AI agents for sales, service, and operations.
Explore Agentforce →Unified customer data in real time the foundation for Agentforce and personalised marketing.
Explore Data 360 →Patient engagement and HIPAA-compliant CRM for healthcare providers.
Explore Health Cloud →The Aress health check covers seven areas: security and sharing model review, licence utilisation and inactive user analysis, automation inventory and technical debt scoring, data quality and storage assessment, integration health, Agentforce readiness, and user adoption analysis. A prioritised action plan is delivered within 5 business days.
Yes the health check is free for qualifying organisations. Qualification criteria include an active Salesforce org with at least 10 users. There is no obligation to purchase any further services after the report is delivered. Most clients choose to address the findings with Aress, but you own the report regardless.
The Aress health check takes 5 business days from kickoff to delivery of your findings report. We need read-only admin access to your Salesforce org and a 30-minute briefing call to understand your priorities before we begin.
Any organisation that has been running Salesforce for more than 12 months, is planning a renewal, is considering Agentforce or Data Cloud adoption, has experienced performance or adoption issues, or suspects licence overspend would benefit from a health check. In our experience, 85% of orgs we audit have at least one critical finding.
Agentforce readiness is an assessment of whether your Salesforce org is architecturally prepared to deploy autonomous AI agents reliably. Key factors include data quality, security model, automation hygiene, and Data Cloud integration readiness. Most orgs have critical gaps that must be addressed before Agentforce will perform accurately at scale.
You receive a prioritised findings report with a health score across all five dimensions, specific issues ranked by severity, and a recommended action plan with effort estimates. Aress walks you through the findings in a 60-minute debrief call. You decide what to do next with or without Aress.
Practical guides from our certified architects written from 250+ real Salesforce org audits.
Book your free Salesforce health check. Our certified architects deliver a full findings report within 5 business days at no cost, with no obligation.
Available across India, the US and the UK · No commitment required