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
Find more value in the Salesforce licences you already pay for
EKWIS compares your current edition and clean-sandbox configuration with what the business needs Salesforce to do, then identifies practical improvements and quick wins.
A clear evidence boundary
Know what the review can prove
A clean sandbox gives us a safe view of licences, access design, automation, reporting structure and platform configuration. It does not prove how people use Salesforce in production, so we keep configuration findings separate from adoption and usage findings.
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
A useful starting point based on evidence the review can actually support.
- 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
- A practical roadmap for configuration, automation, integrations, support and wider Salesforce improvements
A simple, secure review process
No production data is needed for the standard configuration and licence review. You give EKWIS controlled access to a clean sandbox, we run the agreed checks remotely and turn the findings into a practical conversation about quick wins and next steps.
No production data
Remote checks
Clear roadmap
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01
Create a clean sandbox
Create a no-data Developer Sandbox and add an EKWIS System Administrator user.
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02
Give EKWIS access
We review licence types, access design, setup, automation, reporting structure and edition capability remotely.
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03
Run the review
We compare the clean-sandbox configuration with your stated process and needs, then label what is evidenced and what remains an assumption.
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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
Build the roadmap
Larger opportunities become a practical paid roadmap for support, automation, and enhancements.
Why EKWIS
We start with licence and configuration fit because it is a practical way to find improvements inside the Salesforce investment you already have before proposing a larger piece of work.
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