Free Salesforce CRM Health Check

See what's really happening in your Salesforce CRM — free.

Connect read-only in minutes and get a real health check of your Salesforce CRM — risk, wasted spend, technical debt, and AI-readiness gaps — not a generic demo.

No costNo scoping callNo changes to your org
A real Factalize assessment report — org health score, risk breakdown by pillar, and prioritized findings

A real report, not a mockup — with a view for every stakeholder: Leaders, Architects, and Admins each see what matters to them.

Read-only connectionMetadata and configuration only.
No passwords sharedOAuth 2.0 with Salesforce CRM.
No customer records storedOnly assessment outputs retained.
Disconnect anytimeRevoke access whenever you choose.
What a health check covers

Six pillars, checked against your real org.

Operational HealthCost & AdoptionAI ReadinessOrg Hygiene & ClutterArchitecture & Technical DebtSecurity & Permissions
How it works

Three steps, no sales call required.

STEP 1

Connect securely

Read-only OAuth with Salesforce CRM. We never see or store your password.

STEP 2

Run your free check

See real findings from your own org — not a demo, not a sample.

STEP 3

Review what it finds

Clear results across risk, waste, and AI-readiness gaps, prioritized.

Ready to see your own org's results?

Free, self-serve, and ready in minutes. Want the full picture across all six pillars and every cloud you run? See the full assessment options.