Free Salesforce CRM Health Check
Run a free, read-only health check on your Salesforce CRM — risk, wasted spend, technical debt, and AI-readiness gaps, in minutes.
Run your free health check→Resources
Understand Factalize before you connect your Salesforce org.
Learn how the assessment works, review security and data-handling practices, find answers to common questions, or contact us directly.
How It Works
See how Factalize connects through read-only Salesforce OAuth, runs the Free Preview, and presents the assessment options available for your org.
See how Factalize works→Security & Data Handling
Review how Factalize connects to Salesforce, what information is processed, what is retained for reports and historical trends, and how access can be revoked.
Review security practices→Frequently Asked Questions
Find answers about the Free Preview, locked assessment sections, Salesforce access, product options, pricing visibility, and multi-org management.
View frequently asked questions→Contact Factalize
Have a question about your Salesforce environment, assessment options, security, or multi-org use? Contact us directly.
Contact us→Guides
Salesforce AI Readiness Checklist
A practical, 6-point checklist for whether your Salesforce CRM is actually ready for AI agents — grounded in what a real assessment checks, not generic advice.
Read the checklist→Ready to see what's happening in your Salesforce org?
Run a real Free Preview using a secure, read-only Salesforce connection. Factalize assesses selected areas of your org and clearly marks the remaining sections as not assessed.
No payment requiredRead-only Salesforce OAuthNo changes made to your org