Licensing & Feature Usage
Are you using what you’re paying for?
Performance & Scalability
API limits, governor thresholds, long-running queries, app load times.
Data Quality & Model Fit
Duplicate management, picklist rationalization, object relationships.
Security & Access Controls
Profiles, permission sets, role hierarchy, and data visibility.
Automation Audit
Flows, process builders, triggers, and workflow rules reviewed for logic, performance, and redundancy.
Org Configuration Review
Field usage, record types, page layouts, validation rules, and objects.