Spring Clean Your Salesforce Org
If you haven't reviewed your Salesforce org in a few years, now is the perfect time to give it a spring clean.
A Salesforce org review (sometimes called a Salesforce health check) helps identify technical debt, improve performance, simplify maintenance, and ensure your platform is ready to support future growth. Whether you're planning a major project or simply want confidence that your Salesforce implementation is still fit for purpose, an independent review can uncover opportunities that are often hidden beneath years of customisation.
Why carry out a Salesforce org review?
Every organisation has different reasons for requesting an org review. Common scenarios include:
- Annual platform health checks and governance reviews.
- Merging multiple Salesforce orgs following an acquisition.
- Preparing for a major implementation or digital transformation project.
- Investigating performance or usability issues.
- Reducing technical debt before introducing new functionality.
- Receiving an independent assessment before making significant investment decisions.
In reality, whether structured or not, we always perform an org review to some degree at the start of every Salesforce project. Understanding the current state of an organisation's Salesforce environment is essential before recommending any changes.
Salesforce doesn't age like traditional IT systems
Traditional business software often had a replacement cycle of around five years. Systems became obsolete, vendors stopped supporting older versions, organisations outgrew the technology or the new incoming IT Manager just didn't like it.
Salesforce is different.
Because it is continuously updated, most organisations don't replace Salesforce due to outdated technology. Instead, the platform evolves alongside the business.
However, there is another challenge.
Over ten or fifteen years, multiple projects, consultants, administrators, and changing business requirements can gradually introduce complexity. New objects are created, automation is layered on top of automation, duplicate fields appear, reports become inconsistent, and no one is quite sure why certain processes exist.
This accumulation of technical debt can eventually make Salesforce feel slow, difficult to maintain, and expensive to enhance.
Don't mistake technical debt for platform limitations
One of the biggest misconceptions we encounter is the belief that Salesforce itself has reached its limits.
In many cases, the platform is not the problem.
The real issue is years of historical design decisions, inconsistent governance, duplicated functionality, and data models that have become increasingly difficult to understand.
We've seen organisations consider replacing Salesforce entirely, only to discover that a well-planned clean-up and redesign solved the majority of their problems at a fraction of the cost.
An effective org review helps distinguish genuine platform limitations from issues that can be resolved through better architecture and governance.
What do we look for?
Every review is tailored to the organisation, but we typically assess areas such as:
- Data model quality and complexity.
- Custom objects and fields that are no longer required.
- Duplicate or conflicting automation using Flows, Apex, and validation rules.
- Security model, profiles, permission sets, and sharing.
- Performance bottlenecks.
- Reporting and dashboard effectiveness.
- Integration architecture.
- Data quality and duplicate records.
- Release management and deployment processes.
- Overall maintainability and future scalability.
The outcome is not simply a list of issues. We provide practical recommendations, prioritised by business value, so you can focus on the improvements that will deliver the greatest return.
The benefits of a Salesforce health check
A well-executed org review can help you:
- Improve user adoption.
- Reduce administration effort.
- Increase system performance.
- Lower future development costs.
- Simplify support and maintenance.
- Prepare for AI, automation, and future Salesforce capabilities.
- Build confidence that your Salesforce platform can continue to grow with your business.
How we can help
We have carried out Salesforce org reviews for organisations across a range of industries, helping them simplify complex implementations, reduce technical debt, and create clear roadmaps for future improvement.
Whether you're experiencing performance issues, planning an org consolidation, or simply want an independent assessment of your Salesforce environment, we'd be happy to help.
A Salesforce org review doesn't just identify problems—it provides a practical roadmap for making your Salesforce investment work harder for your business.
For more information about how we can help your organisation improve, read more about Salesforce Consulting, reach out via LinkedIn or via our contact form - we’d love to talk.