Pittsburgh teams get a clear audit of Salesforce security, technical debt and data readiness before they commit more budget to the platform.
A health check gives Pittsburgh organizations a clear picture of the org they actually have, which often differs from the one on paper. Our consultants examine profiles, permission sets, sharing and admin rights, count duplicates and incomplete records, catalog automation, code and installed packages, and check which reports people use and trust. We grade each finding on two scales: exposure and effort. Many teams here request one before an Agentforce or Data Cloud project, after an acquisition or when a new leader inherits the system.
Banks and insurers in the region answer to examiners, so the access review is where their health checks begin. We examine who can view and export client data, whether sharing between commercial, retail and wealth teams matches policy, and how field history and audit settings are configured. Technical debt matters too: layered automation on accounts and opportunities is a frequent source of errors that masquerade as data problems. Examiner-sensitive items lead the report.
Life sciences and healthcare organizations frequently extend Salesforce into service, patient programs or field teams without revisiting the original security design. A health check tests field-level security on sensitive attributes, reviews consent storage, flags integrations that copy more data than required and checks whether validated processes were changed outside their documented controls. The ranked findings help quality and privacy teams decide what to fix before the next expansion. Each finding names the process owner responsible for the fix.
AI companies in Pittsburgh often build their Salesforce org quickly while their product changes underneath it. By the time they sell to enterprises, the org holds retired product fields, experimental automation and loosely controlled links to product analytics tools. The health check separates what still matters from what can go, and verifies that customer data, including material shared during security reviews and pilots, is restricted to the people who need it.
Record the key measures from the health check, such as duplicate rates, inactive users, high-risk permissions and failing automation, and repeat them later. A baseline turns cleanup into measurable progress and helps justify further investment to leadership. Share the trend with sponsors after each round.
Apex classes, triggers and managed packages installed for past projects often outlive their purpose. They slow deployments, consume limits and complicate upgrades. Identify which are still called, which lack test coverage and which can be removed, and include the results in the prioritized list.
Health checks sometimes stop at the core CRM. If you run Marketing Cloud, Experience Cloud sites or other connected products, include them, since guest-user access, synced consent and external sharing settings are common sources of exposure that a CRM-only review misses.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Pittsburgh.
Not for long. The review is measured in weeks rather than months, depending on org size and the products in scope, and most of the effort is analysis on our side. Your team's commitment is a kickoff, read-only access and a few short interviews. We hold the findings walkthrough during your Eastern working day so everyone who will act on it can join.
Three things above all: whether the records the agent will read are accurate and deduplicated, whether its permissions are limited to what the use case needs, and whether automation it might trigger behaves predictably. We also review knowledge articles if the agent will answer questions. The output identifies which gaps must close before a pilot and which can be improved during it.
Yes, it is one of the most useful times to run one. Acquired orgs often come with unfamiliar customizations, inactive but still licensed users and integrations nobody on your side understands. The review documents what exists, flags security and data risks and helps you decide whether to keep the org, merge it into yours or retire it, with the reasoning written down for leadership.
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