An independent assessment for Treasure Valley Salesforce orgs that grew quickly, showing where security, data and automation risks sit and which fixes should come first.
Boise-area companies often request a health check after a growth spurt, when nobody is quite sure how the org is built anymore. The review walks through who can reach which records, what every integration account is allowed to do, the state of data, flows and Apex, installed packages, license use and adoption, with each finding scored for risk and effort. The report separates quick fixes from project work and notes what must be resolved before AI features such as Agentforce, so leadership can plan spending with evidence instead of guesswork.
Semiconductor suppliers and service firms handle customer data under confidentiality agreements, and those terms usually extend to their CRM. A health check confirms that access follows those commitments: which users can see which customer accounts, whether files and notes stay within the right teams, how data can be exported and whether contractor logins remain active after work ends. Findings map directly to the controls customers ask about during supplier audits.
Contractors frequently add Field Service, estimating tools and document packages as they grow, and each addition brings its own automation and permissions. The review checks whether scheduling and job automation conflict, whether mobile users hold broader access than their work requires, and whether integrations to accounting or estimating software still behave as originally designed. The result is a clear list of fixes that keeps crews productive and job data accurate.
Shared services centers often hold employee and customer information from several business units in one Service Cloud org. A health check reviews how queues, sharing and case visibility keep those units apart, whether knowledge articles are accurate enough to support self-service or AI, and how requests are measured against service levels. That tells the center's leadership what to fix before taking on new functions, business units or an AI assistant for employees.
Health checks focus on risk, but license waste is a finding worth real money. Include a review of inactive users, unused feature licenses and permission set licenses assigned to people who do not need them, so any savings can help fund the fixes.
Fast-growing firms often let teams connect tools on their own. List every connected app, OAuth grant and integration user, identify an owner for each and remove whatever nobody claims, since forgotten connections can keep wide access long after their purpose has ended.
Automation that worked for a small team can slow down or hit limits as record volumes climb. Review flows and triggers on high-volume objects, and run bulk updates in a sandbox to confirm they will hold up as the business keeps expanding.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Boise.
Often that is the best time. Problems such as excessive access, fragile automation or stale integrations rarely announce themselves until a failure or an audit. A review while things are calm lets you fix issues on your own schedule. It also gives a new admin, leader or partner an accurate starting point instead of assumptions about how the org works.
Mostly from a distance. We examine configuration, metadata and logs remotely and hold interviews by video in Mountain business hours. If you prefer, the findings presentation can happen in person in Boise, which helps when several departments must agree on priorities. Access is limited to what the review requires and removed as soon as the work ends.
By risk and effort. Risk weighs the likelihood and impact of a problem, such as exposed personal data or an integration that could silently fail. Effort estimates the work required to fix it. High-risk, low-effort items come first and are often completed by your admin within days. Larger items are grouped into proposed projects with a recommended sequence.
One onshore team with 150 Salesforce certifications, a Salesforce Consulting Partner since 2017.
A monthly brief for the people who own Salesforce, AI and revenue technology
What changed in Salesforce and AI this month, and what to do about it.
One email a month. Written by the consultants who deliver the work, not by a marketing team, for the leaders who make the technology decisions.
Consultant analysis, not vendor recaps. One click to leave.