An independent Salesforce assessment for Northern Nevada organizations that need a clear view of security, technical debt and data quality before their next step.
Reno health checks are usually prompted by one of three events: a compliance review at a health or financial organization, a technology company answering customer security questionnaires, or plans to deploy Agentforce. We review access and sharing, integration accounts and connected apps, accumulated automation, code and packages, the quality of core records and the accuracy of key dashboards. Admins get the technical detail behind every item; owners get a one-page view of what is exposed and what it would take to close.
With health care worth at least 6.2% of 2024 metro output, and health and medical on the regional authority's list, provider orgs here deserve close scrutiny. The central question is whether anyone outside a patient's care or access team can open that patient's record. We check sharing, report and export permissions, portal access and field history on sensitive records, and look for clinical details stored in free-text fields where nobody intended them.
Lenders, financial-software firms and financial back-office operations use a health check to prepare for audits and vendor-risk reviews. We look at who can export client lists, which inactive logins still carry admin power, whether sign-in rules require a second factor, and what integration accounts are allowed to touch. Findings are written so compliance staff can map each one to a control and track remediation through to completion. Repeat findings from a prior audit are called out separately.
Technology companies selling to larger enterprises increasingly face security questionnaires about their CRM. A health check supplies evidence on access, authentication, integrations and data location. It also catalogs the technical debt that fast-growing companies build up, including conflicting automation, abandoned fields, unused packages and brittle custom code, and ranks it by the risk it poses to sales operations. Leadership receives a ranked shortlist sized to what their team can realistically tackle this quarter.
AI agents act with whatever access they are given and answer from existing data. Before a pilot, confirm that sharing is tight, knowledge articles are current and duplicate records are merged. Otherwise the agent will reflect every existing problem back to customers.
Integration users often hold administrator-level rights for convenience, and their passwords or tokens rarely change. Include them in the review, reduce each to the minimum its feed requires and set a rotation schedule your IT team can maintain. Name an owner for each.
Decide who will act on the findings, whether internal staff, a managed-services team or a follow-on project, before the review begins. Findings addressed quickly stay accurate; those left for months need rechecking, which adds cost and delays the fixes that matter most.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Reno.
That is one of the questions this review is built for. We sample the articles, cases and accounts an agent would draw on, count the duplicates and stale entries, and test what the agent's running user could expose. The result is a list of what must be fixed before a pilot and what can be improved afterward, so the AI project starts on reliable data.
Read access to setup and metadata covers most of the work, and nothing in production is changed. Where a tool needs broader rights, we agree the scope with your IT team and remove the access when finished. We also interview a few admins and key users to understand why things were built the way they were.
You receive a document and an hour or two with us to go through it. The report groups findings into security, technical debt, data quality and reporting, each with evidence, a risk level and a recommended fix, plus a short summary for leadership. The session walks through the most important items and agrees priorities, taking into account deadlines such as an audit or license renewal.
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