We audit, optimize, and make sure your team actually uses Salesforce. Free health check for growth-stage and enterprise teams.
The problem
Abandoned dashboards, inactive users, and modules that never got implemented. Salesforce is expensive when it isn't adopted.
Your team exports to Excel because native reports don't line up. Board-ready data is never ready on time.
Legacy flows, unmaintained Process Builders, routing rules that don't fire. Manual work that Salesforce should have eliminated.
Pardot, Marketing Cloud, ERPs, or external apps held together with duct tape. Duplicated data and sync failures that go unnoticed.
Services
From initial diagnosis through implementation. Every engagement is scoped to the shape of your org — no fixed packages beyond the free health check.
Live 60-minute diagnostic session. We review your org's key metrics, identify quick wins and deliver an executive summary with prioritized opportunities.
Complete review of configuration, automation, security, adoption, and integrations. Deliverable: technical report with prioritized roadmap and ROI estimates.
Ongoing advisory for CIOs, RevOps leads, and Salesforce admins. Quarterly roadmap, change management, team enablement, and platform governance.
Hands-on execution: Sales/Service/Marketing Cloud configuration, automation, dashboards, data migration, and integrations with your stack.
New to Salesforce?
If you don't have Salesforce yet — or started without direction — we guide you from the initial decision through ongoing operation.
Edition, clouds, licensing model and core integrations — the decisions made before implementation that save the most pain later. We document trade-offs in writing so the choice is auditable.
Talk to a consultant →Org setup, data migration from legacy systems, build of critical flows and reporting, and live training so the team that uses Salesforce every day owns it from day one.
Request a quote →When Salesforce alone is not enough: operational PWAs, external portals or complex integrations. Same team, single contract, no handoffs between Salesforce work and software work.
Explore custom software →What the audit covers
Object configuration, record types, page layouts, permission sets, and setup across every active cloud in your org.
Flows, legacy Process Builders, Workflow Rules, Apex triggers, and validation rules. We flag tech debt and risk.
Which users touch which modules, underused licenses, login patterns, and real engagement vs. what you're paying for.
Orphaned reports, duplicated dashboards, miscalculated metrics. We propose a clean reporting architecture.
Pardot, Marketing Cloud, AppExchange apps, ERPs, Zapier/MuleSoft. Health check on every active integration.
AI-agent readiness assessment: data quality and unification (Data Cloud), agent permission model, ROI-prioritized use cases, and security guardrails before the first pilot.
An action plan with initiatives ranked by impact and effort, with ROI estimates for each one.
Our process
Stakeholder sessions, read-only access to your org, business-goal review, and scope definition.
Deep technical analysis: configuration, automation, data, security, adoption, and integrations.
Technical report delivery, walkthrough session with your team, and prioritized roadmap with estimated ROI.
Optional: we execute the roadmap or hand it off to your internal team with training and documentation. Schedule defined with you before signing.
Specialization
Hands-on Salesforce experience across Mexico, the US, and Latin America.
Pipeline, forecasting, territory management
Cases, SLAs, omnichannel, knowledge base
Journey Builder, Email Studio, Pardot
Data unification, identity resolution, actionable segmentation
Customer, partner, and community portals
We get your org —data, permissions, models— ready for AI agents in production
Frequently asked questions
It depends on your org size, number of active clouds, volume of automation, and existing integrations. We scope each audit after the free health check, where we identify the real shape of the work. The initial 60-minute health check is no cost.
The health check delivers value from the first session: actionable quick wins your team can start applying immediately. A deep audit includes its own delivery plan, and roadmap implementation is designed in sprints with progress metrics agreed with you — no generic timing promises.
Yes. The health check is designed for companies with an active Salesforce instance (Essentials, Professional, Enterprise, or Unlimited). If you're evaluating adopting Salesforce, we can help with pre-purchase strategic consulting.
Yes. We have experience with Salesforce Essentials, Professional, Enterprise, and Unlimited. The edition affects the scope of the audit (which features are available) but not the approach.
We cover Sales Cloud, Service Cloud, Marketing Cloud (including Pardot / Account Engagement), Data Cloud, and Experience Cloud. We also help companies get their org Agentforce-ready — clean data model, permission scaffolding, identity resolution, prioritized use cases — before the first agent pilot. For Industries Cloud, Revenue Cloud, or Commerce Cloud we evaluate engagement fit case by case.
Yes. Before putting agents in production, most orgs need to clean the foundation: high-quality data (ideally unified in Data Cloud), an agent permission model, ROI-prioritized use cases, and security guardrails. We run the readiness assessment, define the roadmap, and ride along on the first pilots so agents solve real work — not demos.
Yes. We have a strategic consulting model with a monthly retainer for ongoing advisory: quarterly roadmaps, change management, admin support, and platform governance.
Our team holds Salesforce Administrator and Platform App Builder certifications. For each engagement we staff consultants with verifiable hands-on experience in the specific cloud you need.
Yes. We work remote with companies across North America and LatAm. Discovery, walkthroughs, and training sessions are delivered via video. For US-timezone teams we schedule around your working hours — based in Mexico City, the team overlaps cleanly with PT, MT, CT and ET.
Request your health check
Fill out the form and we'll reach out to schedule the no-cost diagnostic session.
We'll review your information and contact you shortly to schedule your Salesforce Health Check.
No cost. No commitment. We review your org and deliver prioritized opportunities with actionable quick wins your team can start applying from day one.
Book free Health Check Or email us at contacto@nidoweb.studio