Most Salesforce orgs were built for the business you were three years ago. A health check is the structured way to find out how far yours has drifted — and what to do about it, in what order.

When to commission one

The common triggers: reports nobody trusts, a sales team working around the CRM rather than in it, technical debt from years of quick fixes, an admin who has left, or an AI ambition that quietly depends on CRM data being right. If two of those sound familiar, you're the audience.

What a proper health check covers

How your team actually sells — not the process diagram, the reality. The org has to fit the selling, not the other way round.

Structural health. Object model, automations, technical debt, the custom fields that multiplied over the years. What's load-bearing and what's sediment.

Data quality and adoption. Duplicates, completeness, and whether the team actually uses what's built. An immaculate org nobody uses is still a failing org.

Governance and compliance (Marketing Cloud especially): consent handling, preference management, and the things that become urgent the day someone complains.

The output should always be a prioritised roadmap you keep — ranked by impact and effort, usable whether you fix things yourself, keep the consultancy alongside, or hand them ownership. A health check that only makes sense if you buy more services from the same firm is a sales document.

Ours, specifically

JourneyForce runs two, led by a certified Salesforce architect with over 15 years of multi-cloud delivery:

Sales Cloud Health Check — pipeline and CRM audit, fixed price from £3,500 +VAT.
Marketing Cloud Health Check — end-to-end platform audit including governance and compliance, fixed price from £8,000 +VAT.

Both end in a roadmap and a workshop, and both leave the choice of what happens next entirely with you — take it forward yourselves, keep us alongside on managed services from £2,000 +VAT/month with no lock-in, or hand us ownership. That no-obligation structure is deliberate: it keeps the diagnosis honest.