Before an AI pilot, a new partner or an audit, Honolulu leaders learn who can reach their Salesforce data, how reliable it is and what debt has built up.
A Honolulu health check gives leadership a documented view of the org they rely on, which matters most when the people who built it are on the mainland or have moved on. Sharing rules, record quality, automation, code, integration accounts and license use all get examined, and each issue is placed in a priority order you can act on. Most of the work is remote under read-only access, and results are presented in a live session during your morning.
Health and wellness organizations hold the most sensitive data in many Honolulu orgs, and their Salesforce use often expanded from outreach into referrals and care coordination. We confirm a Business Associate Agreement is in place, check that encryption covers what is actually stored and test whether marketing or volunteer users can open clinical fields or export them. Each finding cites the setting involved so privacy staff can track remediation to completion.
Defense is on DBEDT's list of target sectors, and contractors and suppliers serving it face strict expectations about who can access program and customer information. A health check reviews user provisioning and removal, multi-factor enforcement, connected apps and export permissions, and flags data that may not belong in a commercial CRM at all. Leadership gets a clear list of gaps to discuss with security officers before customers or auditors find them.
Honolulu technology companies, including early-stage firms from local incubation programs, often configure Salesforce themselves while building a product. By the time they raise capital or hire a sales team, the org carries improvised fields, duplicate accounts and automation nobody documented. The health check sorts what to keep from what to retire and shows plainly whether the data can support investor-grade forecasting, customer success tracking or an AI agent answering customers.
Portals, connected apps and integration users often matter more than internal profiles. List everyone and everything that can reach the org from outside, including mainland partners and vendors, confirm each still needs the access it holds and remove what it does not.
An Agentforce agent answering guests, patients or customers will rely on the records and sharing that exist on launch day. Measure duplicates, missing values and stale contacts on those objects first, and fix the worst problems before a pilot shapes opinions.
Findings about access and data exposure are best discussed first with a small group, then shared more widely along with the remediation plan. Hold the live session in your morning so our consultants and your leaders can work through questions together.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Honolulu.
Yes. Your admin grants a read-only login, and we never edit a record or a setting with it. Interviews with admins and business owners happen by video during your morning. If leadership prefers to review results in person, a consultant can present on site in Honolulu, but the analysis itself does not require anyone to travel.
It tells you if the agent would start on solid ground. We measure record quality on the objects involved, review which users and records the agent could reach and flag automation that could conflict with its actions. You get a short list of what to fix before the pilot and what can wait, so the pilot tests the agent rather than exposing old data problems.
After any major project, a partner change or significant staff turnover, and otherwise at an interval your team agrees on. Orgs change with every release and request, and Honolulu organizations with small internal teams may not notice drift until something breaks. A lighter follow-up compares the org against the first report and highlights anything that has slipped since.
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