A free read on
your Salesforce org
Our certified consultants review your Salesforce setup and deliver a clear, prioritised report — at no cost. No sales pitch. Just an honest picture of where you are and what to do next.
Full org audit — data model, automations, permissions, and technical debt
Prioritised findings report — what's broken, what's wasteful, what to fix first
30-min debrief call — we walk through the report with you, answer everything
Agentforce readiness — is your org ready for AI agents? We'll assess it
Request your free health check
Fill out our contact form and we’ll be in touch within 24 hours.
Alternatively you can email us:
enquiries@systep.com
or call
(212) 347-5505
What’s Included in Our Health Check
Security & permissions audit
We audit every object, field, and relationship in your org. We flag redundancies, bad architecture decisions, and anything that's slowing your team down, breaking reports, or creating data integrity issues.
Data model analysis
We audit every object, field, and relationship in your org. We flag redundancies, bad architecture decisions, and anything that's slowing your team down, breaking reports, or creating data integrity issues.
Agentforce readiness assessment
An honest assessment of whether your data, processes, and org structure are ready for Agentforce AI agents. We tell you what would need to change — and give a realistic view of what's achievable in your current setup.
Automation & flow review
We map out all active flows, triggers, and workflow rules. We identify conflicts, inefficiencies, and automations that are broken — or on the verge of breaking — and explain the business impact of each.
Prioritised findings report + 30-min debrief
We audit every object, field, and relationship in your org. We flag redundancies, bad architecture decisions, and anything that's slowing your team down, breaking reports, or creating data integrity issues.
Frequently Asked Questions
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Genuinely free. No invoice at the end, no credit card required, no pressure to hire us afterward. We offer it because it's the best way to show how we work — and we find it interesting. You'll get real value regardless of what happens next.
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From form submission to debrief call: typically 7–10 business days. We complete the review within 3–5 days of receiving access, then schedule a 30-minute walkthrough call at a time that suits you.
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Entirely up to you. Take the report, share it with your team, and act on it yourself. Or if the findings point to work you'd like help with, we can discuss next steps. No obligation. We won't follow up with sales emails.
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Item desYes — and this is often where we add the most value. An internal admin is too close to the org to spot accumulating technical debt or configuration drift. An independent review catches what familiarity masks. Some of our best findings have come from orgs that already had internal resource.cription