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Sondeon

For the CIO, the CFO and the Salesforce ownerOn request

Independent Salesforce health check: licenses, access and automations Your Salesforce org grows every week. Who checks licenses, access and automations?

We review the state of your Salesforce org (a health check) and tell you which unused licenses you can reclaim, which access is still open and which failing automations are breaking your data. We don't sell licenses.

You get the list of licenses you can reclaim and the broken flows with the data they affect. Scope and timeline are in writing before we start.

Bundles of blue network cable fall in order from a patch panel with yellow indicator lights, against a black background

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Who it is for

  • You pay for licenses for people who no longer log in to Salesforce
  • Leadership decides on reports that come out of Salesforce
  • New flows and fields are created every week, many now with AI

You don't need it if your org is small, changes little and someone already goes over users and flows every quarter.

You pay for licenses and decide on that data

Salesforce is paid per user and feeds the sales figures leadership looks at. Each flow (a Salesforce automation) worked the day it was built; over the months, some fail silently and keep feeding decisions. Across the companies Zylo measures (SaaS Management Index 2026), 36% of SaaS licenses sit below recommended usage on average. That figure covers all subscription software, not only Salesforce, and Zylo sells license management.

36%

SaaS licenses unused on average

Zylo, SaaS Management Index 2026

What we review in your Salesforce org health check

  • Flows and automations that fail
  • Inactive and orphan users
  • Assigned licenses and their real usage
  • Profiles, permissions and access
  • Quality of the data that feeds the reports

The control points of these five reviews are not counted yet, so we publish no figure: the scope is agreed in writing for each case.

Technologies covered

  • Salesforce

Trademarks and logos belong to their respective owners. Their use here is descriptive only and implies no commercial relationship or sponsorship.

How it works

  1. Meeting and written scope

    In 30 minutes we look at how your company uses Salesforce and which reports leadership looks at. Then you get the scope and timeline in writing.

  2. Read-only health check

    We look at and measure users, licenses, flows and permissions. We change nothing in your org unless you ask.

  3. Report and results meeting

    You get which licenses you can reclaim, which users to deactivate and which flows fail, each point with its evidence. We go through it with your team.

What we need from you

  • A read-only user in your Salesforce org
  • Someone who knows how your company uses Salesforce
  • The reports leadership looks at, so we start with them

How we work

What you get

  1. List of licenses you can reclaim
  2. List of orphan users to deactivate
  3. Broken flows and the data they affect
  4. One-page executive summary for leadership

How a finding arrives

Priority: Medium

Active licenses for people who no longer log in

Where
Users of the Salesforce org
Evidence
Each user's last login against their assigned license
Impact
You pay every month for unused licenses

An example of the report format, not a client's.

Shall we talk about your case?

A 30-minute meeting to see what you have and what to review first.

Book a free meeting

Expert review, automated tool or the AI itself

All three are useful, each for one thing. AI brings the volume and people bring the judgment: that is why our review uses an automated AI tool and senior developers supervise it.

See the full comparison

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Who reviews

The review is done by a team of senior developers, with many hours of development and of finding the mistakes AI makes when it codes. We know more than 1,200 review points. The automated AI tool goes through them, and people verify, direct and review.

Team of senior developers

José María Salido, founder of Sondeon, answers for it

  • AI brings the volume: it goes through the known review points
  • People bring the judgment: they verify every finding before it goes into the report
  • The result is explained in a meeting with your team
Who answers for it: José María Salido, on LinkedIn

Frequently asked questions

What is a Salesforce org health check?

It is a review of the state of your org: inactive users and the licenses they hold, automations that fail silently, access nobody removed and reports that read broken data. Each point comes with its evidence and its priority.

How is it different from Salesforce's built-in Health Check and from Optimizer?

The product's own tools are a good starting point and worth using. Our health check is done by people who don't sell licenses: they cross-check your org's users, licenses, flows and permissions and tell you what to do first, with evidence.

What do you need, and do you change anything in our org?

We need a read-only user and someone who knows how your company uses Salesforce. We change nothing unless you ask: the health check looks and measures.

Do we have to rebuild Salesforce afterward, and who fixes it?

You don't have to rebuild it. The diagnosis comes first and says what is worth changing and what works. The fix is separate and only if you ask: your team or your partner applies it with the list and the evidence, or we do if you ask us to.

What savings can I expect, and how often should it be repeated?

The savings depend on your org: we measure them with your own users and licenses, without figures in advance. We recommend repeating it every quarter, which is the pace at which mismatches start to cost money.

How much does a Salesforce audit cost, and how long does it take?

The 30-minute meeting is free. The rest depends on the size of your Salesforce org: how many users, licenses and automations have to be cross-checked to find the unused licenses and the automations that fail. You get the scope and timeline of our health check in writing before we start.

Other services

  • Microsoft Fabric health check

    Pipelines that feed reports with stale or broken data, and capacity that is paid for but not used.

  • Databricks health check

    Jobs that fail without warning, clusters that cost more than they deliver and users who no longer need access.

  • Power BI health check

    Reports built on stale or broken data, refreshes that fail and licenses assigned to people who no longer use them.

  • Microsoft 365 and Azure health check

    Accounts without MFA, guests and apps with more permissions than they need, and Microsoft 365 licenses paid for and not used.

Data platformsAll services

Request your free meeting

Fill in the form and we email you to set a day and a time. It is 30 minutes to see what you have and what to review first.

What should we control?

We use your details to answer your request, to be able to prove we received it and to protect the form. The privacy policy explains it in detail.