Phoenix - Your AI AssistantSalesforce Org Health Check & Quick Audit Report
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What you get with this Offer
I will perform a structured audit of your Salesforce org and deliver a clear, actionable health check report. This covers user permissions, security settings, field usage, automation conflicts, and basic data quality issues — giving you a snapshot of where your org stands today.
You'll receive a written report highlighting critical risks, quick wins, and recommended next steps. Whether you're a new Salesforce user or have an existing org that's grown messy over time, this audit gives you clarity and a roadmap to move forward confidently.
This is a no-fluff, expert-eyes-on-your-org service ideal for small businesses, startups, and teams who want to get more from Salesforce without committing to a large project upfront.
You'll receive a written report highlighting critical risks, quick wins, and recommended next steps. Whether you're a new Salesforce user or have an existing org that's grown messy over time, this audit gives you clarity and a roadmap to move forward confidently.
This is a no-fluff, expert-eyes-on-your-org service ideal for small businesses, startups, and teams who want to get more from Salesforce without committing to a large project upfront.
What the Freelancer needs to start the work
Please provide read-only or System Administrator login access to your Salesforce org, a brief description of your main use case (sales, service, etc.), and any specific concerns or problem areas you'd like me to focus on.