Most Salesforce problems don't announce themselves. They build quietly — in duplicated records nobody cleaned up, in automations that run but nobody understands, in reports that tell you different numbers depending on who runs them.
By the time leadership notices something is wrong, the org has usually been carrying that weight for months. Sometimes years. A Salesforce org audit is how you find out exactly where you stand — and what it's going to cost you if you don't act.
First, a naming problem worth clearing up.
“Salesforce Health Check” is the name of a specific native feature in Setup that scores your security settings. It is not a general org review, even though the whole consulting industry — us included, until we rewrote this page — uses the phrase as though it were. This article is about the broader thing: a Salesforce org audit. We cover the native feature below and what it does and does not tell you.
What a Salesforce Org Audit Covers
A Salesforce org audit is a structured review of your entire org. It's not just about finding bugs — it's about understanding whether your org is configured to support the business you are today and the business you're building toward.
A thorough org audit covers:
- Data quality and duplication rates
- Automation efficiency and conflicts
- Security and access controls
- Custom code and technical debt
- User adoption and feature utilisation
- Performance and page load issues
- Integration health and error rates
The output is a clear, prioritised action plan — not a list of vague recommendations, but specific fixes ranked by business impact.
5 Signs Your Salesforce Org Needs an Audit
1. Your Team Works Around Salesforce, Not With It
This is the clearest signal. When you hear things like “I just track that in my spreadsheet” or “Salesforce doesn't really work for how we do things” — that's not a people problem. That's a configuration problem. An org audit will identify where the gaps are between how your team actually works and how Salesforce is set up.
2. Your Data Quality is Deteriorating
Duplicate accounts. Incomplete records. Contacts linked to the wrong companies. Bad data corrupts every report you run, every automation you trigger, and every AI feature you try to enable. If you can't trust your data, you can't trust your decisions.
3. You Have Automations Nobody Can Explain
Ask your team why a certain record update triggers a specific email. If nobody knows — that's a serious problem. Over time, orgs accumulate automations built by people who have since left. These systems interact in ways that are hard to predict and even harder to debug.
4. Reports Give Inconsistent Numbers
If two managers run the same report and get different numbers, your Salesforce org has a data integrity or configuration problem. Leadership decisions based on unreliable data are worse than decisions based on no data at all.
5. You're About to Hire, Migrate, or Expand
If your company is about to grow significantly — adding headcount, entering new markets, or implementing a new Salesforce product — you need to know the current state of your org before you build on top of it. Scaling a broken org doesn't fix it. It makes it worse.
What an Org Audit Typically Uncovers
Based on our experience across multiple orgs, here are the most common findings:
| Issue Found | Frequency |
|---|---|
| Duplicate records exceeding 15% | Very Common |
| Inactive automations still running | Common |
| Unused custom fields cluttering layouts | Very Common |
| Profiles with excessive permissions | Common |
| Integrations with unmonitored errors | Common |
| Features paid for but never enabled | Almost Universal |
The majority of organisations we audit are paying for Salesforce features they have never switched on. An org audit helps you get full value from your existing investment — before spending more.
Tools That Scan a Salesforce Org for Technical Debt
You do not need to buy anything to start. Three of the tools below are free, and between them they will find most of what is wrong. Run those first — a consultant who charges you to discover what a free Salesforce Labs app would have told you is charging for the wrong half of the job.
| Tool | What it actually covers | Cost |
|---|---|---|
| Security Health Check (native) | Security settings only — password policy, session settings, certificates — scored as a percentage against a baseline. Two minutes of work. Tells you nothing about metadata, code, or automation. | Free |
| Org Check (Salesforce Labs) | Metadata and technical debt: unused fields, inactive flows, Apex without coverage, permission sprawl. The strongest free option. Community support only — it is a Labs project, not a supported product. | Free |
| Hubbl Diagnostics | Metadata-only scan that also benchmarks your org complexity against other orgs. It reads configuration and code, counts records per object, and does not pull transactional data. The benchmarking is the part free tools cannot replicate. | Commercial |
| Gearset and similar DevOps platforms | Surface technical debt continuously inside a release pipeline rather than as a one-off report. Right answer if you already have a deployment process to hang it off; overkill if you do not. | Commercial |
| OrgAudit (ours) | 65 read-only checks across technical debt, risky access, silent integration failures, and Agentforce readiness, delivered as a report a non-admin can act on. | Free |
| Salesforce Optimizer | Retired. Removed across the Winter 2026 and Spring 2026 releases. If a checklist still tells you to run it, that checklist predates 2026 and you should distrust the rest of it too. | Gone |
Pricing and packaging on the commercial tools change often enough that we are not quoting figures here — check the vendors directly. Tool capabilities above verified against vendor documentation in August 2026.
Free alternatives to Hubbl Diagnostics
This is a question we get asked directly, so here is the honest answer. For finding technical debt — unused fields, dead flows, untested Apex, permission sprawl — Org Check gets you most of the way for nothing. What you lose is the benchmarking: Hubbl can tell you whether 400 unused fields is normal for an org your size, and no free tool can, because none of them have the comparison set. If your problem is “I know it is messy and I need a cleanup list,” Org Check is enough. If your problem is “I need to convince a CFO this is unusual and worth budget,” the benchmark is what you are actually paying for, and that is a reasonable thing to pay for.
Where we fit: OrgAudit is free and read-only, and its output is written for someone who has to make a decision rather than for the admin who already knows. If you want raw metadata detail and you have an admin who will act on it, use Org Check instead — we would rather tell you that than sell you a report you did not need.
How Much Does a Salesforce Org Audit Cost?
Paid org audits from consulting firms typically run anywhere from a couple of thousand dollars to well past ten, depending on org size and how much custom code is in scope. Before spending that, be clear about what the money buys. It is not discovery — the free tools above do discovery. It is someone accountable for the remediation plan: what to fix, in what order, at what effort, and who does it.
The honest sequence: run Security Health Check and Org Check yourself today, then get an OrgAudit for the full picture — it's free, read-only, and nothing about your org ends up in anyone's cloud. Pay for remediation, not for finding out what's wrong.
What Happens During a TechParrot Org Audit
We don't run a generic script against your org. Every org audit we deliver is specific to your business, your team, and your growth goals.
Week 1 — Discovery & Audit
We analyse your org configuration, data quality, automations, custom code, integrations, and user adoption metrics. We interview key stakeholders to understand how the team actually uses the system.
Week 2 — Analysis & Prioritisation
We identify every issue and classify it by severity and business impact. Not everything needs to be fixed immediately — we help you prioritise what matters most.
Week 3 — Action Plan Delivery
You receive a clear, written action plan with prioritised recommendations, effort estimates, and expected outcomes for each fix. We walk through every recommendation with your team and can take ownership of the remediation work if needed.
Conclusion
Your Salesforce org is one of the most significant technology investments your business makes. It should be working harder than any member of your team — surfacing insights, automating routine tasks, and giving leadership the data they need to make confident decisions.
A Salesforce org audit is not an admission that something went wrong. It's a professional, structured way to make sure your most important business tool is set up for the scale you're building toward.
We productized this exact org audit — it's called OrgAudit, and it's free.
65 automated checks across technical debt, risky access, silent failures, and Agentforce readiness — read-only, zero cloud footprint, with an executive-ready report package. Everything this article describes, run against your actual org.
Request your free OrgAudit →Prefer to talk it through first? Book a free consultation with TechParrot.
Run the free tools first. Then get the rest of the picture.
OrgAudit is 65 read-only checks with a findings tracker and an executive briefing, free, no call required. If Org Check already told you what you needed, say so and we will leave you alone.
Four fields, no call required. We reply within one business day.
Frequently asked questions
What is a Salesforce org audit?
A structured review of everything in a Salesforce org that is not the data itself: objects and fields, automations, custom code, profiles and permission sets, integrations, and what users actually touch. The output is a prioritised list of what to fix, ranked by business impact rather than by how easy it is to find. It is broader than any single native tool, because the native tools each cover one slice — security settings, or metadata, or code — and no one of them looks at all of it.
Is a Salesforce org audit the same as the Security Health Check?
No, and conflating the two is the most common mistake here. Security Health Check is a native, free page in Salesforce Setup that scores your security settings — password policies, session settings, certificate handling — against a baseline and gives you a percentage. That is useful and takes two minutes. It says nothing about your 400 unused custom fields, your inactive flows still sitting in metadata, your Apex without test coverage, or your integration that has been failing silently since March. An org audit covers those; the Security Health Check does not claim to.
What tools scan a Salesforce org for technical debt?
Org Check is free, published and maintained by Salesforce Labs, and covers metadata and technical debt well — start there. Hubbl Diagnostics runs a metadata-only scan and adds benchmark data comparing your org's complexity against others. Gearset and similar DevOps platforms surface technical debt as part of a release pipeline rather than as a standalone report. TechParrot's own OrgAudit is a free 65-check read-only assessment. Salesforce Optimizer, which older checklists still recommend, was retired across the Winter '26 and Spring '26 releases and no longer exists.
Are there free alternatives to Hubbl Diagnostics for Salesforce org audits?
Yes. Org Check from Salesforce Labs is free and open, and for metadata and technical debt it covers a lot of the same ground — the trade-off is that it is a Labs project with community-only support and no benchmarking against other orgs. TechParrot's OrgAudit is also free and read-only. Which one fits depends on what you need the output for: Org Check if an admin is doing the cleanup, benchmarking tools if you need to justify the work to a leadership team that wants to know whether the org is unusual, and a consultant-delivered audit if someone has to own the remediation afterwards.
Can you get a free Salesforce org audit?
Yes, and you should exhaust the free options before paying for one. Run Security Health Check and Org Check yourself first — both are free and take an afternoon between them. Then request an OrgAudit from us, which is free, read-only, and leaves no copy of your org anywhere. Paid audits from consulting firms are worth it when you need someone accountable for the remediation plan, not for the discovery. Pay to fix things, not to find out what is wrong.