Salesforce Org Audits & Admin Consulting

Make Salesforce technical debt visible, explainable, and fixable.

Know what's wrong with your Salesforce org, what it is costing you, and what to fix first.

Built to augment internal Salesforce admins. Powered by Luxera Cloud diagnostics.

✓ Free diagnostic access · ✓ Read-only analysis · ✓ Expert interpretation
Get an Org Assessment See a Sample Report
Security questions
Does Luxera store my Salesforce data?
No. We analyze metadata in-session and return findings to your dashboard. Your org's customer records never leave Salesforce.
What access does Luxera actually request?
Read-only metadata via Salesforce OAuth. Write access is only invoked when you explicitly approve an action from the dashboard.
How do I disconnect Luxera?
Anytime. Salesforce Setup → Connected Apps → Revoke. Access ends immediately.
🛠 Free diagnostic tools 👁 Read-only by default ✓ Findings tied to business impact
Built to give internal admins a clearer view of what Salesforce doesn't surface on its own.
Free diagnostic tools — start with one and bring the findings to an expert
Want expert interpretation of what you find? Get an Org Assessment →
10
Free diagnostic tools
Read-only
Analysis by default
Expert
Interpretation when you need it
What an assessment surfaces

Give your Salesforce team a clearer view of risk

Technical & configuration debt

Unused fields, overlapping validation rules, and undocumented configuration make every future change harder to assess and safer to plan.

Data quality & reporting integrity

Duplicates, sparse records, stale data, and inconsistent definitions can weaken the reports people rely on to run the business.

Flow & automation risk

Automation can fail quietly when error handling, field references, and dependencies are not visible together. An assessment makes those risks easier to prioritize.

Security, access & operational readiness

Permission gaps, access sprawl, and missing operating context can create risk long before they show up as an incident or blocked project.

Consulting supported by diagnostics

Turn org complexity into a fix-first plan

🔍

Technical debt map

Review objects, fields, rules, and configuration patterns to distinguish intentional complexity from debt that needs a decision.

Data quality & reporting

Identify duplicates, missing values, stale records, and data definitions that can distort reporting or create avoidable operational work.

💬

Flow & automation review

Surface failure paths, broken references, and automation dependencies so internal admins can decide what to stabilize first.

🔧

Security & readiness context

Bring access, permission, reporting, and operating considerations into one assessment conversation and a practical remediation path.

Anonymized assessment examples

Patterns an assessment can surface

See the kinds of findings Luxera turns into business impact, priorities, and next steps.

Assessment ladder

A practical path from diagnosis to action

Start with a focused diagnostic, move to an expert Org Health Assessment when the questions get bigger, and scope remediation around what the assessment shows.

Start here · self-serve
Free
diagnostic tools
Use your own exports and metadata to investigate a specific risk area before you talk with an expert.
  • CSV Data Quality Scanner — find duplicates, missing values, and formatting issues
  • Field, Validation, and Flow tools — inspect common configuration risks
  • No account required — several tools run entirely in-browser
  • Clear next step — bring the findings to expert interpretation
Explore Free Tools →
First paid step · expert-led
$ 495–750
provisional test range
Salesforce Org Risk Snapshot: a fixed-scope 8–12 page assessment. Final quote and payment are confirmed after intake.
  • Top 10 issues — prioritized by severity
  • Business impact — why each issue matters to your team
  • Recommendations — practical options for next steps
  • Effort estimates — planning context for each recommendation
  • Separate progression — discuss the full Org Health Assessment or later remediation only if useful
Get a Salesforce Org Assessment →
After the Snapshot · Cleanup / Remediation Sprint
Scoped
remediation, full assessment, or scoped consulting
The Cleanup / Remediation Sprint is fixed-scope implementation work based on validated findings. The full Org Health Assessment is a separate $1,500–$2,500 test-range engagement; admin consulting is scoped later.
  • Cleanup / Remediation Sprint — implement an agreed issue set with approval and validation
  • Full Org Health Assessment — use a broader review when the questions get bigger
  • Admin augmentation — add capacity and context where your team needs it
  • Scope follows evidence — no one-size-fits-all remediation package
  • Keep control — your team reviews and approves changes
Discuss the next step →
How an Org Assessment works

A focused path from context to priorities

1

Gather org context

Share the business context, metadata export, or read-only API access needed to understand how your Salesforce org is configured.

2

Run Luxera Cloud diagnostics

Diagnostics examine technical debt, data quality, Flow and automation risk, security and access, reporting, and operational readiness.

3

Get fix-first priorities

We deliver findings tied to business impact and cost, what to fix first, and a remediation or admin consulting path your team can act on.

Example Assessment — Anonymized Test Org

Illustrative sample data shows how findings, evidence, and fix-first recommendations can come together. No signup required to preview the format.

Example Assessment — Anonymized Test Org
Sample Data
67
/100
Needs Attention
12 high-priority issues found across data quality and configuration
Data Quality58%
Admin Config72%
Flow Health81%
Data Quality Findings
4 issues
47
duplicate Account records detected
High
312
Contacts missing Email or Phone
Medium
89
Leads with malformed email addresses
Medium
156
Opportunities stale >90 days with no activity
Low
🔧 Admin Diagnostics
3 issues
23
custom fields appear unused (last populated >180 days)
Info
4
active flows with incomplete error handling
Medium
2
validation rules with overlapping logic on Opportunity
Medium
Recommended Actions
4 queued
🔀
Merge 47 duplicate Account records
Auto-merge on Name + Domain match with manual review for conflicts
Connect your org to enable
Connect your org to enable
📧
Flag 89 Leads with malformed emails
Bulk-update IsEmailBounced, reassign to SDR queue for cleanup
Connect your org to enable
Connect your org to enable
Add fault-path error handling to 4 flows
Insert Fault connectors + admin notification subflow to each
Connect your org to enable
Connect your org to enable
🗑️
Retire 23 unused custom fields
Generate deprecation report, remove from page layouts, archive metadata
Connect your org to enable
Connect your org to enable

This is illustrative test output, not customer evidence. The Org Risk Snapshot connects findings to evidence, business impact, recommendations, and effort estimates.

Get a Salesforce Org Assessment → → Scan a CSV export first (free, no signup)

"I spent 10 years as a Salesforce admin. I built Luxera Cloud to give internal admins a clearer view of org risk, so they can spend more time on the decisions and improvements that matter."

J
Built by a 10-year Salesforce Admin
Salesforce Certified Administrator & Developer
Salesforce Org Risk Snapshot

Request a Salesforce Org Risk Snapshot

Tell us about your Salesforce org and the questions your team is trying to answer. The Snapshot is a fixed-scope 8–12 page assessment with the top 10 issues, severity, business impact, recommendations, and effort estimates. The provisional test price is $495–$750; final scope and payment are confirmed after intake. The full Org Health Assessment is a separate follow-on at $1,500–$2,500.

Optional.
Required.
Optional.
Optional; use an http(s) URL.
Optional.

Provisional Snapshot range: $495–$750. This is not a final quote; scope and payment are confirmed after intake.

Explore by topic

Read the three pillar guides before you submit:

Common questions

Luxera Cloud supports Salesforce Org Audits & Admin Consulting with diagnostic tooling and expert interpretation. Luxera Cloud diagnostics help surface technical debt, data quality, Flow and automation risks, security and access gaps, reporting concerns, and operational readiness issues for an internal admin or consulting engagement. Discuss your org →
All scanning is read-only. Luxera Cloud never writes to your org without your explicit approval. Every proposed change is presented as a clear approval card — you review it, understand what it does, then confirm. Nothing executes automatically. You're always in control.
Free tools are available without an account. The CSV Data Quality Scanner flags duplicates, formatting errors, and missing values in-browser. The Salesforce Field Usage Auditor identifies unused fields, and the Validation Rule Auditor surfaces conflicts and complexity. Use the findings to focus an expert conversation or request an Org Health Assessment.
Enterprise, Unlimited, and Developer editions are fully supported. These editions include the Metadata and REST API access Luxera Cloud requires for org scanning and flow management. Professional Edition has limited API access and is not supported.
Yes. Connection uses OAuth 2.0 with scoped read-only tokens — the same auth standard Salesforce uses for its entire ecosystem. Luxera Cloud does not store your CRM records, customer data, or credentials. Access tokens are encrypted at rest with AES-256-GCM. All proposed changes require explicit approval before anything executes.
An Org Health Assessment combines org context, metadata review, Luxera Cloud diagnostics, and expert interpretation across technical debt, data quality, Flow and automation risk, security and access, reporting, and operational readiness. The founder-provided test range is $1,500–$2,500; the final scope and quote depend on your org and needs. Get an Org Assessment →
The assessment delivers findings tied to business impact and cost, fix-first priorities, and a clear path forward. You can execute the work with your internal admin, or discuss scoped remediation and admin consulting based on the assessment. See the assessment ladder →
Salesforce Optimizer generates a one-time static PDF. Luxera Cloud is interactive — each finding links to severity scoring, a remediation plan, and an evidence trail you can hand to an admin. The free tools run on data you already have, so Optimizer isn't required.

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