Licence and access model
Licence types, profiles, permission sets, roles and the access model visible in the sandbox, checked against the teams and responsibilities discussed with you.
Free Salesforce configuration and licence review
See what your Salesforce setup could do better.
We review your configuration and licence model against the work your business needs to do. You get practical findings, a walkthrough and a clear view of which improvements are worth making next.
A discovery call and a review of a sandbox without production records. Includes up to one day of agreed quick-win support.
What the review covers
Understand the setup. Find the useful changes.
We inspect licence types, access, automation and reporting structure in a clean sandbox, then compare the configuration with the way your business needs to work.
Production usage, adoption and data quality need separately agreed evidence. The standard review keeps those questions distinct from what we can see in the configuration.
Included in the clean-sandbox review
- Edition capability, licence types and access design
- Configuration, automation and reporting structure
- Gaps identified against the discovery call and stated business needs
Available when separately agreed
- Production adoption, login and feature-usage evidence
- Record quality, process adherence and reporting use
- User interviews, observation or other operational evidence
What we review
The standard review combines a clean-sandbox inspection with a discovery call, covering the six areas below.
Included edition capability
Relevant features available in your edition, such as record types, custom objects, page layouts, automation, API access and platform configuration.
Operational fit
Where the configured process supports or conflicts with the way you tell us revenue, service and operational work should move through the business.
Automation and manual work
Configuration that could reduce repeated administration through Flow, approvals, alerts, task creation, routing or clearer guided steps.
Reporting structure
Report types, dashboards, lifecycle stages, ownership and management views available in the sandbox. Data quality and report usage need separate production evidence.
Roadmap and quick wins
A prioritised list of configuration fixes, capability opportunities and next steps, with assumptions and evidence limits stated clearly.
What you get
Findings you can discuss with your team and a clear basis for deciding what to improve.
- A free Salesforce configuration and licence report mapped to your current edition and clean sandbox
- A walkthrough call to explain the findings, evidence limits and priorities
- Up to one day of hands-on quick-win support after the call, with the work agreed before it starts
- A practical roadmap for configuration, automation, integrations, support and wider Salesforce improvements
From your business needs to an agreed improvement.
We confirm the scope, sandbox availability and access with you before the review. No production records are needed for the standard configuration and licence review.
No production data
Remote checks
Clear roadmap
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01
Agree the scope
Discuss what Salesforce needs to do for your business, your edition and the sandbox available for the review.
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02
Prepare the sandbox
Use a Developer Sandbox without production records and give EKWIS the agreed access for the remote checks.
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03
Inspect the setup
We compare licences, access, automation and reporting with the process you need, recording findings and open questions.
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04
Review the report
You get a clear report and a walkthrough call, then we agree which quick wins can be completed within the included allowance of up to one day.
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05
Plan the next changes
Choose which larger improvements are worth taking forward. Any paid discovery, support or delivery is scoped separately.
Make the next Salesforce decision with a clearer view.
Start with the platform you have, the work it needs to support and the changes that would matter to your team.
Start with what you already own
We look for value inside the editions, access, configuration and features you already pay for before recommending bigger changes.
Prioritise what matters
We separate immediate configuration fixes from changes that need more discovery, production evidence or a larger delivery plan.
Move into continuous improvement
After the review, quick wins and project-level changes can move into a practical roadmap or EKWIS managed support without forcing everything into one large project.
Request your free Salesforce review
Share a few details about your Salesforce org and we will come back to arrange the discovery call.
Free review request
No production access required
Your Salesforce setup
Tell us what you use today and what Salesforce needs to do better.
Configuration review
Discovery call
Quick wins
Thank you. We have your review request.
We will come back to discuss your Salesforce setup, confirm the scope and arrange the discovery call.