We run deep-dive health assessments on your Salesforce environment and deliver prioritized remediation plans your team can execute with confidence. Results in days, not quarters.
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 was founded by Salesforce professionals tired of watching orgs fall apart from permission sprawl, undocumented automations, and technical debt that nobody wants to own.
We've spent nearly a decade building, migrating, and fixing Salesforce environments across manufacturing, distribution, and B2B services. We know what breaks because we've fixed it — hundreds of times.
Every scan, every sprint, every recommendation is reviewed and delivered by certified professionals who understand your business context — not just the metadata.
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.