You don’t need a lengthy discovery project to understand the health of your Salesforce org. In fact, some of the most valuable insights come from a focused, two-hour audit that highlights what’s working, what’s slowing your team down, and where small changes can make a big difference.
Ideally, these audits take 120 minutes, which is based on an org that is not highly over-configured. Depending on your environment, it may take longer, but this remains a great starting point for any health check.
At MC4 Solutions, this is how I approach new environments: treat your org like it’s my own, look for practical wins, and help your team get more out of Salesforce with minimal disruption.
Here are five high-impact audits you can complete in just 120 minutes.
1. Automation & Flow Review (30 minutes)
Automation is the heartbeat of your Salesforce org — but when flows are outdated or misaligned, they can quietly cause errors or slow performance.
In 30 minutes, you can review:
- Outdated flows that should be deactivated
- Overlapping or conflicting logic
- Paused or faulted flow interviews
- Process Builder and Workflow Rules still firing
- Naming inconsistencies or overly complex branching
This is one of the fastest ways to uncover hidden system issues.
Disclaimer/Note:
- If your org has over a hundred flows, this review will likely take longer than 30 minutes.
- Using the Flow Explorer will benefit looking at flows on an object-by-object basis.
2. Access, Security & User Activity Audit (25 minutes)
Security and user behavior are closely connected. Reviewing them together gives a more accurate picture of what’s safe, what’s risky, and what’s simply going unused.
In a focused 25-minute audit, review:
- Profiles and permission sets granting too much access
- Users with expensive licenses but minimal activity
- Login history to identify inactive users
- Failed logins tied to permission gaps
- “Modify All” and “View All Data” assignments that need tightening
- Users who should be deactivated or reassigned
This one audit often improves both governance and cost efficiency.
Disclaimer/Note:
- If you have several permission sets and profiles to sift through, you may need an external app like Lockguard Plugins to monitor permissions like “Modify All” or “View All Data,” which may extend this audit beyond 25 minutes.
3. Data Quality Snapshot (20 minutes)
Good data drives good decisions — and bad data causes confusion and rework.
A fast data audit helps you identify:
- Duplicate patterns and matching rule performance
- Validation rules that no longer match business processes
- Required fields that are rarely completed
- Picklists needing standardization or cleanup
This gives you a clear view of where data quality improvements will have the biggest impact.4. Customization & Object Assessment (25 minutes)
As Salesforce grows with your organization, customizations often accumulate without a clear ongoing strategy.
In 25 minutes, check:
- Custom fields or objects that are no longer needed
- Page layouts overloaded with unused sections
- Lightning pages slowed by too many components
- Old fields created for one-off tasks
- Layout inconsistencies across profiles
Streamlining customizations makes the user experience faster and more intuitive.
Disclaimer/Note:
- To find unused fields, you may need to download a free app from the AppExchange to assist with the assessment.
5. AppExchange Package & Integration Check (20 minutes)
Packages and integrations add incredible value — but when they’re outdated or misconfigured, they can quietly impact system health.
In this quick review, identify:
- Installed packages no longer in use
- Outdated versions that need upgrading
- Integration error logs showing recent failures
- Connected apps with unnecessary permissions
- Packages consuming unexpected storage
- Automations triggered by integrations that may be failing silently
This check helps prevent issues long before they become disruptive.
Why These 5 Audits Work in Just 120 Minutes
Each review is short on purpose — but collectively, they give you a clear, meaningful snapshot of your Salesforce org. You’ll uncover:
- What needs attention now
- What’s slowing your team down
- Where security or permissions need tightening
- How to simplify and streamline your org
- Opportunities for immediate, high-value improvements
This is exactly how we approach every engagement at MC4 Solutions: helping you build a smarter, cleaner, more efficient Salesforce environment.