Health care and social assistance
Health systems, clinics and care organizations in the region store sensitive information in Salesforce whenever intake, referrals or patient outreach run there. Our review for them traces who can view and export that information, checks field-level security on sensitive fields, tests sharing rules for unintended exposure and examines integration users, which often hold far broader access than any person would. Findings map to the specific setting involved, so privacy officers and admins can agree on fixes quickly.
Finance and insurance
Benefits companies, insurers and credit unions need to show examiners and auditors that customer data is protected. A health check for them covers login policies, multi-factor authentication, session settings, connected apps, field history and data retention, plus a review of how broker or agent portals share records. The report doubles as evidence for internal audit, showing what was reviewed, what was found and which fixes are already scheduled for the admin team.
Cleantech
Cleantech appears on GSEC's list of target sectors, and companies in it often grow through pilots and new product lines, adding Salesforce customizations at each stage. A health check measures that technical debt: unused fields, untested Apex, overlapping Flows and abandoned packages. It also checks whether incentive, permitting or project data is tracked consistently, which matters before the company adds forecasting, partner portals or AI that depends on that data being reliable.