Professional Services

A free, read-only Salesforce org health check.

Pulse Professional Services (formerly Madison Ave Consulting) assesses your Salesforce org and walks you through what it finds. We use Claude to produce the report, and it shows where an AI agent would help and where your data needs work first.

Tell us which org you want assessed, and we will set up the connection and a time to walk through the report. Request your health check

What you get.

A branded PDF with a letter grade for the org overall and for each of six areas, plus a roadmap of what to fix first.

Security and trust Your Salesforce Security Health Check score, high and medium risk settings, multi-factor authentication and single sign-on, and the share of users with System Administrator access.
Adoption and engagement How many people logged in over the last week and the last month, paid seats nobody uses, and how many records your team creates.
Business adoption Which parts of the business run on Salesforce today, such as sales, service, marketing, field service, CPQ and Experience Cloud.
License efficiency How fully you use the user and feature licenses you own, with each idle license marked to reclaim, adopt or expand.
Automation and technical debt Apex test coverage, legacy workflow rules and objects with more than one trigger.
Data and storage Data storage, file storage and daily API use against your limits.
Where AI would help Where an AI agent would help, and where your data needs work first.
A roadmap and a walkthrough Recommendations ordered Now, Next and Later, and a walkthrough with our team.

How it works.

We connect read-only, ask which org to assess, produce the report with Claude, and walk you through it.

Connect read-only.

We connect to your production org with a one-time Salesforce sign-in. Every query the health check runs is read-only, and it never writes to your org.

Tell us about the org.

Which org to assess, and a few optional details: your industry, the teams that use Salesforce and your Salesforce renewal date.

We produce the report with Claude.

We run the health check in Claude. It reads the org, scores each area and builds the PDF. Anything it cannot measure is marked Not measured.

Walk through it together.

We take you through the grades and the recommendations and answer questions about what to fix first.

What we look at, and where the data goes.

Plain answers before you connect an org.

What does the health check read?

Settings, counts and usage: your Salesforce Security Health Check score and risk settings, user and login counts, license use, record counts by object, Apex test coverage, workflow rules, triggers, flows, and storage and API limits. It counts records without reading what is in them.

Does the health check change anything in our org?

No. Every query it runs is read-only, and it never writes to Salesforce.

Who processes our org data?

We produce the report with Claude, so the org data the health check reads is processed by Anthropic, the company that makes Claude. The finished report is a PDF that we share with you.

Does it read patient information?

No. It counts records by object without reading the values on them, so patient details are never read and never reach Claude.

Which org do you assess?

Your production org. Few people log in to a sandbox, so adoption and business use would read low there.

What does it cost?

Nothing. The health check is free.

Request your free org health check.

Tell us which org you want assessed and who should join the walkthrough.

We will follow up to set up the read-only connection and a time to review the report. Request your health check

Prefer to talk first?

Talk to Pulse Professional Services, and we will walk you through the health check before you connect an org.

Talk to Professional Services