An independent review of your Salesforce org for Columbus companies planning new clouds, AI features or a partner change, with findings ranked by risk.
Before Columbus companies spend more on Salesforce, a health check tells them plainly what they already own. Financial and insurance firms here usually want assurance on access and data exposure, while manufacturers and life-sciences companies want to know whether years of customization will support new features. Our reviewers go through permission sets, sharing, Flows and Apex, integrations and data quality, then speak with several users and hand over a ranked list of findings, each with an effort estimate. You can act on it yourselves, with us or with another partner.
Banks, carriers and lenders across Central Ohio face regular audits, and Salesforce is increasingly in scope. A health check for them concentrates on who can see and export client data: profiles with broad permissions, users who changed roles years ago, integration accounts with admin rights and reports shared too widely. We document each exposure with a suggested fix, so risk and compliance teams can close issues before an examiner or internal auditor finds them first.
Life-sciences companies, a One Columbus target, often run Salesforce for commercial teams while clinical and quality processes sit elsewhere. Over time, fields and objects creep in that hold information those systems should own. A health check traces where sensitive data has landed, confirms consent and field-level security work as intended and flags customizations that would complicate adding Health Cloud or AI features later on. Findings are written so quality and regulatory staff can follow them.
Manufacturers in the Columbus region tend to have orgs shaped by a decade of quoting, distributor and service changes. The health check inventories automation for overlap, finds Apex code without tests or owners and measures how many fields go unused. That technical-debt picture tells leaders whether the next investment should be a new capability or a cleanup phase, which is especially useful before committing to Agentforce or Data Cloud. Integration users tied to ERP are reviewed too.
AI features act on whatever data and permissions already exist. If a Columbus org has duplicates, stale records or overly broad access, AI will surface those problems to more people. A health check establishes whether the foundation is ready before licenses are signed.
Service users created for policy, banking or ERP connections are easy to forget and often hold far more access than they need. Make sure the review covers every integration user, its permissions and whether its credentials are still managed by anyone in the company.
Findings that belong to nobody tend to sit untouched in a shared folder. Before the review starts, decide who will triage the findings, which fixes internal staff can handle and what budget exists for the rest, so high-risk items are closed within weeks rather than left in a document.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Columbus.
Read-only access is enough for most of the review, typically through a dedicated user with view-setup permissions, plus access to a recent sandbox if you have one. We also ask for any existing documentation and half-hour conversations with a few users and the admin. We do not change anything in the org during the review; every recommendation is written up for your team to approve first.
Because it tells you where that budget should go. The check ranks risks and improvement opportunities across access, data, automation and adoption. An optimization project then works through the usability and cleanup items at the top of that ranking. Many Columbus clients start with the check, fix urgent security items internally and then decide which remaining findings are worth an optimization project.
It is a sensible step. An independent review shows the actual state of the org, including undocumented customizations and open technical debt, so you can brief a new partner accurately and avoid paying them to rediscover it. It also records what the previous partner delivered, which helps if there are disputes about unfinished work or missing documentation.
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