A clear, ranked view of Salesforce security, clutter and readiness for Northwest Arkansas companies facing customer audits, rapid growth or a first AI pilot.
For Northwest Arkansas companies, a health check is often prompted by a customer: a large retailer, a defense prime or a research partner asks how customer and program data is protected. Our reviewers log in as sample users from each role, trace what portal and integration accounts can touch, and then read through the automation and code that act on those records. Findings are ranked by risk and effort, mapped to the questions customers and auditors typically raise, and turned into a sequenced list of fixes that your team or ours can begin immediately.
Defense suppliers, a target sector for the NWA Council, often store program names, pricing and customer contacts in Salesforce under contractual limits on who may see them. We test whether a sales rep on one program can open records from another, search the org for technical data that should never have been entered, and check what the ERP connector is allowed to read. The report gives your security staff documented answers for customer reviews.
Life-sciences companies, another NWA Council target, frequently start with a lightweight Salesforce setup and add regulated processes as products advance. The review checks field history tracking on records that support quality or regulatory decisions, confirms who can see complaint and partner information, and flags automations that modify regulated records without an audit trail. It also identifies what must change before validation or quality processes are layered onto the existing org.
Retailers and consumer brands hold large volumes of shopper data in Salesforce, often synced with marketing platforms and e-commerce systems. We check who can export customer lists, whether consent and opt-out data sync correctly across every connected system, how long personal data is retained, and whether integration users hold more access than they need. Findings are prioritized by privacy exposure, so marketing, e-commerce and IT can agree on fixes quickly.
Large customers increasingly ask suppliers how CRM data is controlled. The health check produces a current record of access, admin rights, integrations and retention settings that your team can use to answer those questions accurately, instead of assembling responses from memory under deadline.
An Agentforce agent works within the permissions of its user and the quality of your data. We test the objects a planned agent would access, confirm sharing is tight enough and identify duplicate or outdated records that would lead to wrong answers.
Not every unused field or old Flow matters equally. We rank technical debt by its effect on performance, reporting accuracy and change risk, so cleanup effort goes first to the items slowing your teams, not simply to the longest list.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Fayetteville.
Yes. You receive an access map by role, a list of everyone with administrative rights and when those rights were last reviewed, every outside application with a token into the org, and your current retention settings. Those are the topics customer security reviews usually cover. Where gaps appear, the report explains the fix and its urgency, so you can close them before responding rather than promising improvements later.
Common signs include slow pages, reports that disagree with each other, users with admin rights nobody remembers granting, automation errors that appear without explanation and a backlog of changes the team is afraid to make. Growth adds fields, Flows and integrations quickly. A review measures the actual state of the org and tells you which of those symptoms are serious and which are merely irritating.
The analysis is done remotely with read-only access, so it does not disrupt your teams. We hold a kickoff and short user interviews by video, sharing your Central Time workday. When findings are ready, we can present them in person in Northwest Arkansas if leadership prefers, or run the review session online, whichever helps your team act on the results.
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