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Full Salesforce Audit

Find out exactly what's holding your Salesforce back — and what to do about

Salesforce Consultants
No Ratings

Description

A Full Salesforce Audit is a structured, deep-dive assessment of your Salesforce environment — configuration, data health, security, integrations, and user adoption — delivered as a written findings report and a prioritized roadmap your team can actually act on. This includes a full configuration and security review, data health evaluation, integration mapping, and an honest look at how (and whether) your staff are actually using the system day to day. You'll walk away with a clear picture of what's working, what's not, and what to fix first — plus a live findings presentation with your team. I bring over a decade of operations and data management experience, including hands-on years as a nonprofit's sole Salesforce administrator — so this audit is built from firsthand knowledge of what actually breaks trust in a system, and what it takes to fix it.

Highlights

A prioritized roadmap you can act on — not just a list of problems

Built by a hands-on nonprofit Salesforce admin, not a generalist

A findings presentation your whole team can actually understand — no jargon

Provider Details

Spruce Bloom Consulting, LLC
Arvada

Spruce Bloom Consulting is a Denver-based Salesforce consulting practice built specifically for nonprofits. We help mission-driven organizations build Salesforce systems their teams actually trust, use, and grow with. Founded by Jessie Bender, a Salesforce Certified Platform Administrator with three years of hands-on nonprofit NPSP experience and a decade of operations background across nonprofit, healthcare, and real estate. Before consulting, Jessie worked inside a nonprofit Salesforce org as the sole administrator — managing donor records, building automations, training staff, and keeping the system running on a lean budget. What We Specialize In NPSP administration, org assessments, Flow automation, data cleanup, configuration, reports and dashboards, staff training, and ongoing monthly admin support — exclusively for nonprofits. Who We Serve Small to mid-size nonprofits that are mission-rich and resource-lean. Serving nonprofits remotely nationwide with a focus on Denver and Colorado. Why Choose Spruce Bloom We come from your world. We price transparently, scope honestly, document everything, and build systems designed to outlast our engagement.

Languages

Supported Languages

English

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by Spruce Bloom Consulting, LLC
No Ratings
A focused, lightweight review of your Salesforce org covering the areas most likely to cause problems for a nonprofit: security posture, data quality signals, automation health, connected app inventory, and user adoption patterns.