Salesforce Health Check · Philadelphia

Salesforce health checks in Philadelphia.

A structured review of Salesforce security, data exposure and technical debt for Greater Philadelphia organizations that handle regulated or sensitive information.

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Salesforce Health Check for Philadelphia companies

For Greater Philadelphia organizations, a health check is often driven by risk as much as performance. Health systems, insurers and life-sciences companies need confidence that protected data in Salesforce is visible only to the right people, that automation behaves predictably and that the org is ready for AI. The review spans access, data, automation, Apex, integrations and usage; interviews with key users fill in context, and every finding is ranked by risk and effort with the exact component named.

Local industries

How health check plays out in Philadelphia.

Health care and social assistance

Health care and social assistance accounts for about 9.8% of the region's 2024 GDP, and its organizations carry some of the heaviest privacy obligations of any sector. Our review traces where patient information appears in Salesforce, including reports, list views, email templates and integration logs, checks who can see and export it, and verifies that event monitoring and field history are configured where your policies require them. We also check whether patient data appears in places nobody intended, such as free-text notes.

Life Sciences

Life-sciences companies need confidence that commercial users cannot see medical information requests, adverse event details or patient support data meant for other teams. We test sharing and permissions across those processes, check that required audit trails are enabled, and review how changes to regulated functionality were documented. Findings are organized so both quality and commercial operations leaders can see what applies to them. Gaps that could affect an inspection are placed at the top of the list.

Financial Services

For financial services firms, a Select Greater Philadelphia key industry, a health check concentrates on whether client data is shared according to the rules compliance approved. We compare sharing settings with the documented access model, check how departing advisors' accounts are reassigned, and review connections to custodial or policy systems for overly broad permissions. Each gap is paired with the specific configuration change that closes it, so your admin or partner can act without further interpretation.

Plan for it

What to plan for in Philadelphia.

Test guest and portal access

Experience Cloud sites for patients, members or partners can expose data through guest user settings or sharing mistakes. Include every site in the review, test what an unauthenticated visitor and each portal role can actually see, and fix any exposure before anything else on the list.

Gate Agentforce on data controls

In a hospital or insurer, a pilot agent that can open a restricted field will eventually quote it to someone. In regulated settings, confirm that agents cannot reach protected fields they do not need, that knowledge content is approved and current, and that interactions are logged, before any pilot touches patients, members or clients.

Inspect sandbox copies

Sandboxes refreshed from production often contain real patient or client data that developers and contractors can open. Review which sandboxes hold full copies, who has access and whether data masking is in place, since non-production environments are a common gap in otherwise careful programs.

Scope

What our health check covers.

Security and access
Data quality
Automation
Technical debt
Adoption and reporting
Prioritized findings

How our salesforce health check works →

Salesforce products

Salesforce Service Cloud Salesforce Experience Cloud Salesforce Financial Services Cloud Salesforce Agentforce

Proof

Related client work.

Client names are anonymized, and these projects are not specific to Philadelphia.

Technology Services A multi-region technology-services firm reached a 98% Salesforce health-check score in a 20-hour Jumpstart 98% · Salesforce health-check score Medical Device A medical-device company recovered a broken Pardot instance and rebuilt its marketing engine 970+ · Invalid records removed

FAQ

Health Check in Philadelphia: questions.

Can a health check help us prepare for a HIPAA risk assessment?

Yes, for the Salesforce portion of it. We document where protected health information is stored and displayed, who can access or export it, how activity is logged and where configuration increases risk. That gives your privacy and security team evidence and a remediation list to work from. It complements, rather than replaces, your organization's formal risk assessment and its broader controls.

Our IT and compliance staff are already stretched. What do you need from them?

Less than most people expect. The effort is mainly analysis on our side, so your team's involvement is limited to granting read-only access, joining a kickoff and taking part in short interviews. The overall timeline depends on the size of the org, the number of integrations and how many people we speak with, and we confirm it at kickoff. Findings are presented in a working session.

Before an Agentforce pilot, what would the review tell us?

It shows whether your data, permissions and knowledge are ready for AI agents to use safely. We assess duplicate and incomplete records on key objects, the quality and currency of knowledge articles, and whether an agent operating with a given user's permissions could reach sensitive data. You get a list of what to fix before a pilot and what can reasonably wait.

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Planning health check in Philadelphia? Let’s talk it through.

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