An independent look at who can reach patient, policyholder or research data in your Salesforce org, and how much accumulated clutter stands between you and an AI pilot.
Health checks for Daytona Beach organizations often begin with a practical worry: a portal, an integration or a new AI feature is planned, and nobody is sure what the org currently exposes. We review profiles, permission sets, sharing, guest and portal users, connected apps and integration accounts, then look at automation, custom code, data quality and adoption. Every finding gets a risk rating and an effort estimate, and the report ends with an ordered list of fixes your team or ours can start on straight away.
Team Volusia EDC wants more life-sciences employers in the county. Smaller device, diagnostics and research companies often set up Salesforce quickly and add regulated processes later, such as complaint handling or distributor oversight. A health check shows whether complaint records carry field history, whether distributors or reps can see more than their territory, and which automations touch records that quality staff may later have to defend in an inspection or partner audit.
Hospitals and care agencies here hold protected health information in Salesforce for referrals, outreach and scheduling. We test whether each role sees only what it needs, whether sensitive fields are encrypted, whether integration users pull more than their purpose requires, and whether portal or guest access exposes anything unintended. Findings are ranked by privacy risk, so the compliance office can act on the most serious ones before a planned audit or AI pilot.
Insurance agencies and financial firms, targeted by Team Volusia EDC, keep policyholder, claims and financial details in Salesforce alongside sales activity. The review checks whether producers can see books that are not theirs, whether admins have been granted broader rights than needed, how long sensitive data is kept, and which exports or reports could leak customer information. We note which findings a carrier or examiner would most likely ask about.
Experience Cloud sites for patients, dealers or policyholders are a frequent source of unintended exposure, because guest-user and sharing settings are easy to misconfigure. We test each site as an outside user would and list anything visible that should not be.
Agentforce reads the same records and permissions your users do. If duplicates, outdated knowledge articles or loose sharing exist today, an agent repeats those mistakes at scale. The check marks which fixes must precede an AI pilot and which can follow.
Installed packages and integration users often hold broad permissions granted years ago and never revisited. We list each one, what it can read and change, and whether it is still used, so dormant access can be removed and active access narrowed.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Daytona Beach.
That the agent can reach only the records and fields it needs, and that those records are accurate. We review permissions for the agent's user, encryption of protected fields, knowledge article quality and duplicate patient records. Where gaps exist, we mark them as prerequisites and suggest the smallest set of fixes that allows a safe, limited pilot rather than delaying AI indefinitely.
No. The review is read-only. We analyze metadata, security settings, automation and usage reports, and hold short interviews with your Salesforce owner and a few users. Your production settings stay exactly as we found them. If you want us to fix findings afterward, that is scoped separately and done through your normal change process, with testing in a sandbox first.
A ranked list of findings, each with a plain explanation, the risk it poses, the effort to fix and a suggested owner. An executive summary covers the most important items on one page for leadership. We walk through the report in a working session, agree priorities with you, and leave a copy your team can use as a remediation checklist.
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.