HOW HEALTHY IS YOUR SALESFORCE? FIND OUT — FREE.
A one-time Salesforce org health review by certified experts — we show you what's working, what's broken, and exactly what it takes to fix it. No jargon, no cost, no obligation. By 360 Quantum Solutions, the team behind Xponent X.
Why Get a Salesforce Health Review?
Salesforce orgs drift over time. Fields multiply, automations break silently, duplicate records pile up, and your team quietly slips back into spreadsheets. You end up paying for licenses nobody uses and making decisions from reports nobody trusts.
A one-time health review catches these problems early. Our certified experts show you exactly where your org stands, what the gaps are costing you, and the fastest path to fixing them — before you invest another dollar on a shaky foundation.
Setup, Configuration & Data Quality
A healthy org starts at the foundation. We examine how your Salesforce is configured — objects, fields, page layouts, and record types — and whether that structure still matches how your business actually runs.
Then we dig into the data itself: duplicates, incomplete records, stale accounts, and inconsistent picklists. You'll know exactly how trustworthy your customer data is — and what it takes to make it a single source of truth again.
Automation & Workflows
Are Your Flows Helping or Hurting?
Automations are the moving parts of your org — and the first things to break silently as your business grows. A field gets renamed, a flow fails quietly, and suddenly leads stop routing.
We review your flows, assignment rules, and triggers for errors, overlaps, and dead ends, flag legacy automations that need migrating, and show you where smart automation could remove manual work your team still does by hand.
Security & Permissions
Right Access, Right People, Lower Risk
Permissions drift as teams change: former users keep access, profiles get cloned and over-shared, and sensitive customer data can end up visible to people who should never see it.
We audit profiles, roles, permission sets, and sharing rules against best practice, review login and API security, and give you a clear picture of your risk exposure — before it becomes a compliance problem.
Adoption & Reporting
Is Your Team Actually Using It?
A perfectly configured org is worthless if your team works around it. We look at login activity, field usage, and pipeline hygiene to see where adoption is strong — and where people have quietly gone back to spreadsheets.
We also test whether your reports and dashboards tell the truth: accurate pipeline, reliable forecasts, and KPIs your leadership can confidently make decisions from.
Licenses, Integrations & AI Readiness
Pay for What You Use, Prepare for What's Next
Most SMBs quietly overpay for Salesforce. We compare your license mix against real usage, review your connected apps and integrations for gaps and security risks, and flag quick savings you can act on immediately.
We also assess how ready your org is for what's next: clean data and reliable automation are the foundation for Agentforce and Einstein AI — so you'll know exactly what to fix before layering intelligent automation on top.
Get a Free Salesforce Org Health Check
Your free review covers the areas that matter most: setup and configuration, data quality and duplicates, automations and broken workflows, security and permissions, user adoption, reporting accuracy, and license utilization. You get a clear, prioritized action plan — what's healthy, what's at risk, and what to fix first.
How Your Free Review Works: Three Simple Steps
1. Book your review — pick a time that works for you. It takes two minutes to schedule.
2. We assess your org — certified consultants run a structured check across setup, data quality, automations, security, adoption, and reporting.
3. You get the roadmap — a plain-English walkthrough of what's healthy, what's at risk, and what to fix first, with a prioritized action plan you keep.
It's a one-time review, completely free — and there's no obligation to work with us afterward.
CRM and Marketing, Finally Connected
Most consultancies stop at the CRM. Because our Salesforce practice lives inside Xponent X, your CRM plugs directly into the rest of your growth engine — website, SEO, lead funnels, and marketing automation — designed by the same team.
One partner, one strategy, no gaps between your marketing and your pipeline.
If your CRM is not connected, it is not working hard enough.
