Capital Region organizations heading into an audit, a new project or an AI pilot get an evidence-based account of Salesforce access, data quality and technical debt.
Capital Region organizations commission a health check to replace assumptions about their Salesforce org with evidence. The review walks through profiles and sharing, scores the key objects for duplicates and blanks, catalogs automation and Apex, checks every integration account and connected app, and sets license assignments against real usage. Each issue is placed in a priority order that weighs exposure against effort. Insurers and health organizations often schedule one ahead of an audit, and technology firms before introducing Agentforce.
Hospitals, clinics and care organizations in the Albany metro produce about 6.9% of 2024 GDP between them. Their orgs hold referral, outreach and sometimes clinical details that require tight controls. In this sector the review focuses on export rights to health information, whether encryption and field history cover the fields that need them, what marketing users can reach and how quickly access is removed when clinical or administrative staff leave.
Insurers and financial firms usually want to know whether their Salesforce controls would survive an examiner's questions. We sample recent configuration changes to see whether each had an approval, look for dormant users with active licenses, test whether customer lists can be exported by roles that should not have that power, and review how long records and files are retained. The output separates quick policy fixes from structural problems that need a project.
CEG lists AI and quantum computing as an emerging regional strength, and companies in that space are often early to try Agentforce and other AI features on their own customer data. A health check tells them whether that data is ready: duplicate and stale records, gaps in key fields, sharing broader than an agent should inherit and automation that could conflict with agent actions. Fixing those first makes pilot results meaningful.
If an audit, examination or major contract review is coming, schedule the health check early enough to fix what it finds. Findings delivered close to the review date can only be disclosed, not resolved, which is a weaker position for your compliance team.
Include connected apps, integration users, MuleSoft credentials and any portals in scope. External access paths often carry broader permissions than internal profiles, and they are the most likely to have been set up quickly by someone who has since moved on.
A ranked list only helps if each item has someone accountable. Assign every finding to your team, a project or managed services during the results session, and set a date to revisit progress, so the report does not sit unread in a shared drive.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Albany.
A prioritized document in which every issue names the exact setting, component or integration at fault and proposes a remedy. The security section maps who can reach customer and policy data by role. We present it in a working session with IT and compliance leaders and help decide what to address first and who should do it.
Most of it is remote, under read-only access you approve, so nothing in the org changes. Conversations with the people who run and rely on the org can be held over video or face to face. Many clients prefer to hold the results session on site, where IT, compliance and business leaders can work through the findings together, and we plan that visit to fit your calendar.
Yes. We inventory Apex classes and triggers, check test coverage and whether tests assert real outcomes, look for queries and logic inside loops that risk hitting limits, and identify code that duplicates what Flow or standard features now provide. Findings note which components are actively used, so you can retire dead code safely instead of maintaining it indefinitely.
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