Independent org health assessments, remediation, and managed administration delivered by certified professionals with a decade of enterprise experience.
From one-time health checks to ongoing managed administration, we cover the full lifecycle of Salesforce governance.
Comprehensive diagnostic across permissions, automation, data quality, security posture, and governor limits. You get a scored report with prioritized findings and clear next steps.
A focused engagement that turns scan findings into an execution-ready cleanup plan. We scope the work, rank the risks, and give your team a clear path forward with owners and validation steps.
Daily scans with automated alerts when health scores drop, permissions drift, or new risks emerge. Monthly summary reports keep leadership informed without the noise.
Ongoing Salesforce administration handled for you. User provisioning, permission management, flow maintenance, release coordination, and escalation handling by experienced professionals.
Full documentation of your org's configuration, custom objects, automations, and integrations. Built for internal audits, onboarding, and compliance requirements.
Data deduplication, field rationalization, and legacy cleanup. We handle the heavy lifting of org consolidation and post-merger Salesforce integration.
A straightforward process designed to minimize disruption and maximize visibility.
We learn about your org, your team, and your pain points. No commitment, no sales pitch — just a conversation about what's slowing you down.
We connect via a read-only Connected App. No write access, no data extraction. Your org is assessed across 15+ dimensions in a controlled environment.
You receive a detailed health report with an overall score (0-100), category breakdowns, and a prioritized list of findings ranked by business risk and effort to fix.
We translate findings into an actionable backlog with clear owners, effort estimates, and validation criteria. Your team executes with confidence, or we handle it for you.
Every engagement starts with a scan. From there, pick the level of support that fits.
One-time diagnostic assessment
Scan + prioritized cleanup plan
Ongoing visibility & alerting
OrgDoc is a Salesforce governance practice built by practitioners, not consultants who read the documentation last week. Our team currently supports over a thousand active Salesforce users and administers environments for a multi-billion-dollar global manufacturer. This isn't theoretical — we're in production orgs every single day.
Our experience spans manufacturing, distribution, agriculture, and B2B services — industries where Salesforce isn't a nice-to-have, it's the system of record that drives territory management, dealer operations, and revenue forecasting. We've supported enterprise environments with complex multi-business-unit structures, territory hierarchies, and custom platform builds.
Functionally, we have deep hands-on experience across Sales Cloud, Service Cloud, Experience Cloud, and custom Lightning development. We've managed permission structures for 1,000+ user orgs, built and maintained complex Flow architectures, and navigated the kind of cross-functional Salesforce work where one wrong configuration change can take down an entire region's pipeline visibility.
Every engagement is led by certified professionals who understand your business context, not just the metadata. We don't hand you a report and disappear. We fix the problems, verify the fixes, and make sure they stay fixed.
Every remediation engagement comes with a simple promise: if we can't resolve the findings in your assessment, you pay nothing. No retainers, no "best effort" clauses, no surprise invoices for inconclusive work.
We define success criteria upfront — specific findings, specific resolutions, specific validation tests. If the re-scan doesn't confirm the fix, we keep working at no charge or you walk away with a full refund.
If you receive a comparable scope of work from another Salesforce consulting firm — same assessment depth, same remediation deliverables, same quality standard — show us the proposal. We'll match it or beat it.
We're not the cheapest option because we cut corners. We're competitive because our delivery model is more efficient than traditional consulting. You get senior-level expertise without the overhead of a 200-person firm billing you for project managers, knowledge transfer sessions, and status meetings.
Quick answers to what we hear most often.
No. All scans and assessments are performed with read-only API access via a Connected App. We never modify your data, configuration, or metadata during discovery. Write access is only used during remediation sprints and requires explicit approval for each action.
We support Professional, Enterprise, Unlimited, and Performance editions. We can also work with Platform and Developer edition orgs for assessment purposes.
The technical scan completes within hours. We deliver the full scored report with recommendations within 48 hours of connecting access, including a walkthrough call to review the findings together.
Yes. We offer white-label partnerships for Salesforce consulting firms who want to add org health scanning to their service portfolio. Reports are delivered unbranded and ready for your own presentation layer.
We access only metadata and configuration data — no business records, no customer PII. All assessment data is processed in a controlled environment and deleted within 30 days of report delivery unless you opt into continuous monitoring.