Get the most out of your Salesforce org with the Fluido Org Analysis

Over 150,000 enterprises worldwide integrate Salesforce into their operations, but not all of them use it to its full potential. Even those that do can overlook critical gaps in security, maintenance, or operational efficiency, resulting in compliance risks and diminished ROI. That’s where a Salesforce Org Analysis can help.

This practice involves assessing an organisation’s performance, compliance, security, and other key areas. The goal is to detect potential issues, identify areas for improvement, and ensure maximum return on your Salesforce investment.

With the Fluido Org Analysis, you get a comprehensive analysis paired with actionable insights from certified Salesforce experts. Here’s what it entails and the difference it can make for your business.

Why you need a Salesforce Org Analysis

Salesforce is a leading CRM solution that empowers businesses with data-driven insights across marketing, sales, service, and beyond. However, its complexity poses challenges in terms of implementation, customisation, and security. For instance, some of its features are often misconfigured or underutilised, leading to inefficient processes.

These potential pitfalls warrant the need for regular “health” checks. A thorough analysis of your Salesforce org can detect performance bottlenecks and other issues, such as:

• Data integrity and reporting errors
• Outdated configurations
• Overly complex customisations
• Underutilised features and licences
• Missed opportunities for automation at scale
• Low user adoption
• Security risks
• Technical debt

And much more.

For example, a company had hundreds of Apex classes using outdated API versions. The Fluido Org Analysis flagged these issues along with duplicated automation logic and low-usage triggers, accelerating their clean-up and improving performance. Next, Fluido’s experts took the steps needed to help the client reduce technical debt and become leaner, faster, and ready to scale.

Another organisation was paying for 200+ Salesforce licences, but only 140 were actively used. The Org Analysis identified unassigned profiles, dormant users, and unused apps, saving significant amounts in licence costs.

Even if your Salesforce org is secure, properly configured, and well-organised, it can still benefit from regular health checks. This practice uncovers valuable insights that can help improve data integrity, optimise system performance, and reduce inefficiencies, among other benefits.

Why choose Fluido for your Salesforce health check?

Through intelligent diagnostics, expert insights, and a tailored roadmap, Fluido helps your organisation unlock the true value of Salesforce — today and in the future. Think of it as a thorough review of your org’s data quality, security settings, automation practices, and overall performance.

The Fluido Org Analysis combines automation with human expertise to uncover areas for improvement. Organisations can leverage these insights to:

• Track and optimise Salesforce licence and object utilisation to ensure maximum ROI.
• Identify and resolve technical debt, including outdated Apex classes and API versions.
• Migrate workflows and processes to Flow, ensuring you are on the cutting edge of Salesforce automation.
• Monitor field and object usage with comprehensive insights to improve adoption and Data Cloud efficiency.
• View all automations and their triggering events at a glance.
• Evaluate and plan for future needs with data-driven recommendations.
• Access high-level metrics for different types of code in their systems.
• Ensure user profiles and permission sets are correctly configured.

One company, for instance, was still relying on over 150 legacy Workflow Rules and Process Builders. Through the Org Analysis, Fluido identified and mapped these to a Flow migration plan—prioritised by risk and complexity.

This approach enabled the enterprise to modernise its automation while remaining aligned with Salesforce’s roadmap. At the same time, it positioned them for a seamless Agentforce adoption, since Agents don’t depend on legacy automations.

How does it work?

The Org Analysis begins with a business-friendly summary of your Salesforce org’s current state. This report highlights critical risks, inefficiencies, and opportunities, all translated into clear, actionable insights for decision-makers. It also includes tailored recommendations, highlighting the chances you should prioritise.

Next, Fluido’s consultants will hold a workshop to translate their findings into a tailored optimisation roadmap. During this meeting, you’ll discuss the steps to align technical recommendations with your business goals, ensuring your org is set up to support current needs and achieve long-term success.

For example, an enterprise preparing for a full Salesforce transformation leveraged the Org Analysis to surface key performance metrics and critical risk areas. These insights gave leadership the clarity and confidence to greenlight funding for a broader modernisation initiative.

What you’ll get from the Fluido Org Analysis

The Fluido Org Analysis isn’t just a quick check, but a comprehensive evaluation of your Salesforce org. Its role is to determine where you’re at, what you do well, and what you could do better to keep your org running at peak efficiency.

Here’s what you’ll get from this assessment—and why it matters:

Strategic insights that drive business alignment

Fluido’s certified Salesforce consultants interpret the findings and present them in a way that aligns with your business goals. Based on these insights, they provide the following:

• Executive summary and KPIs: A brief overview of your org’s health. See what’s working, what’s at risk, where you should focus your efforts, and how to measure success.

• Risks and opportunities: Fluido’s report highlights opportunities for optimisation and growth, alongside challenges that may be hindering progress or draining your resources.

• Personalised recommendations: Receive tailored recommendations grounded in the Salesforce Well-Architected Framework. These are not generic checklists, but precise actions that align with your processes, systems, and business objectives.

• A custom roadmap to success: Take the next steps with a clear plan based on your unique needs. Whether you’re looking to strengthen security, clean up technical debt, or implement marketing automation, the roadmap keeps your team focused and aligned.

Balance quick wins with long-term value

The Fluido Org Analysis uncovers both immediate and long-term solutions you can implement to streamline your operations. Capitalise on these findings to:

• Prioritise high-ROI improvements: Identify quick wins that deliver the greatest impact on efficiency and performance. Some examples include removing outdated Apex code, archiving inactive custom objects or fields, or reconfiguring security settings.

• Prepare for strategic initiatives: Fluido’s experts will ensure your org is ready for major initiatives, such as embracing AI, scaling your Salesforce Cloud, or migrating to Flow.
• Maximise data management and licence usage: Optimise your data structure, eliminate inefficiencies, and get the most value out of every licence.

Optional add-ons

Regular Salesforce health checks can help detect operational bottlenecks and keep your systems aligned with your goals. However, continuous improvement requires ongoing monitoring alongside a proactive approach to optimising your org, adapting to change, and mitigating risks.

With that in mind, choose an experienced Salesforce partner like Fluido to future-proof your business. Its consultants offer bespoke services designed to help you stay ahead of the curve through:

• Ongoing monitoring: Track your Salesforce org’s health and progress over time with continuous monitoring. Detect anomalies or inefficiencies early, uncover opportunities you might have otherwise missed, and identify unused Salesforce licences, objects, or apps that you are still paying for.

• Multi-org dashboard: Multi-org analysis: we give you a centralized perspective to simplify decision making.For example, a multinational company was managing four Salesforce orgs separately. Fluido’s Org Analysis consolidated health insights across all orgs, helping IT leadership create a unified roadmap and performance benchmarks.

• Implementation support: Let Fluido step in to accelerate your Salesforce implementation and ensure everything goes smoothly.A few months ago, an organisation set out to implement Agentforce. The Fluido Org Analysis revealed hundreds of unused fields, duplicate objects, and other roadblocks threatening the success of its initiative. Fluido stepped in, analysed these findings, and optimised data structure to improve AI readiness.

Maximise your Salesforce investment for lasting success

Fluido is a leading Salesforce Summit Consulting Partner, supporting over 300 customers in Europe and beyond. Its 500+ experts know the platform inside out and can help your business get more value from it.

For starters, book a personalised analysis to see where you stand. Fluido will deliver a comprehensive report with actionable insights and recommendations covering key areas like security and compliance, system performance, data quality, and feature utilisation. Its consultants will also walk you through the next steps to build a roadmap that supports your short- and long-term goals.

Don’t settle for a generic report. Contact Fluido to assess, optimise, and safeguard your Salesforce environment for peak performance.