Salesforce Org AI Audit + Clear, Actionable Roadmap

Advanced Communities partnering to deliver an AI-powered Salesforce org audit for organizations that want to protect and extend the value of their CRM investment.

Over time, even well-built Salesforce orgs drift. What once worked starts to slow teams down. Risk builds quietly through outdated automations, unmanaged access, inconsistent data, and growing technical debt, until performance suffers or trust is lost.

This audit identifies where value is leaking, and how to stop it. Using AI-driven analysis combined with deep Salesforce expertise, we uncover where your org is exposed, where it’s underperforming, and where focused improvements will deliver the greatest return. Findings are translated into clear, prioritized actions.

You get clarity, control, and a practical path forward, without re-architecting your org.

Why Your Salesforce Org Needs This Audit

You’ve invested heavily in Salesforce but how confident are you that it’s performing at peak efficiency?
Most organisations don’t know the true health of their Salesforce setup until something breaks: stalled automation, dodgy data, creeping security risks, performance bottlenecks, or tech debt that slows innovation. What if you could uncover all of that before it becomes a problem?

Reveal security vulnerabilities before they become breaches.

Identify unused or redundant automations and metadata that slow performance.

Highlight data quality issues costing you adoption, insights, and revenue.

Get recommendations with impact-first clarity so you know exactly what to fix first.

Here's What You'll Get

Comprehensive Org Scan

We analyse security, metadata, automations, data quality, package versions, and user access to present a clear snapshot of your Salesforce health.

Actionable Recommendations

Clear, prioritised actions tied directly to business impact — ranked by ROI, risk reduction, and speed to implement.

Risk & Opportunity Analysis

A practical analysis highlighting where your org is exposed, where it’s underperforming, and where you can create immediate value.

Executive Summary & Next Steps

A concise briefing you can share with stakeholders to accelerate decisions and secure budget for improvements.

Why Advanced Communities?

Combine the latest AI innovation and real life scenarios knowledge by our team.
Salesforce-native expertise: We work in Salesforce daily auditing and optimizing complex orgs using native best practices.
15+ years of hands-on experience: We know what scales, what breaks, and what erodes value over time.
Independent, honest advice: Vendor-agnostic audits focused on outcomes. We tell you what matters, what doesn’t, and where to invest.
Reliable delivery & support: Consistently high service ratings with responsive, expert support before, during, and after the audit.
Built for long-term success: Practical recommendations aligned to your roadmap, not theoretical re-architecture.

Anyone can scan an org. We tell you what actually matters.

Beyond health checks. Real insight from people who build on Salesforce platform at scale.