Before the next selling season, find out whether your grower data, dealer access and program automation can carry the load your field team will put on them.
A health check for an agriculture org looks at the records your agronomists, territory managers and dealers depend on when orders peak. We review how growers, farms and operations are modeled, how many copies of the same grower exist across branches, who outside your company can see pricing and programs, and which automation fires around early-order and prepay windows. The result is a ranked list of risks tied to your calendar, so the fixes that matter before planting or harvest get done first.
Agriculture orgs are shaped by seasons. Usage spikes when growers commit to seed, crop protection or equipment, then drops, which means problems hide for most of the year and surface all at once. Grower relationships are also layered: one family can farm under several entities, buy through more than one dealer and share decisions across generations, so duplicates and broken hierarchies are common. Many organizations let dealers or retail partners into Salesforce through a portal, which puts sharing rules under real pressure. Field staff often work from trucks with weak coverage, so mobile setup and offline behavior deserve a closer look than in an office-based team.
We measure how growers, legal entities, farms and fields are represented, and where the same operation appears under different spellings, branches or dealer accounts. Broken parent and child links get flagged because they distort volume by grower and territory. You see which duplicates are safe to merge and which reflect genuinely separate buying entities that should stay apart. Hierarchy gaps are mapped separately from simple duplicates.
Partner users often see more than intended, such as other dealers' growers, program rebates or cost fields. We trace sharing sets, partner roles and portal profiles to confirm each dealer sees only its own customers and the programs it is enrolled in. Inactive partner logins left over from previous seasons are listed for removal. We also check whether dealer users can export reports containing growers who buy from a competing location.
Early-order discounts, prepay incentives and volume rebates tend to accumulate a new flow or rule each year. We inventory what still runs, what was cloned for a past season and never retired, and where two automations update the same order or rebate field. Each item gets a risk rating based on whether it will fire during your next peak. Hard-coded dates and product lists buried in formulas are called out too.
Agronomists and territory managers need visit notes, samples and orders to work from the field. We review the mobile app configuration, offline briefcase settings, page layouts on small screens and any custom components that fail without a connection. The findings show where reps are likely falling back to paper or texts instead of logging activity. Sync errors from recent visits are pulled from logs where they exist.
We schedule the review for a lull between selling seasons, so interviews do not compete with order-taking. Access is read-only, and we start with sales operations and whoever manages dealer relationships, then talk to a handful of territory managers and one or two dealer contacts. Findings are sorted into two lists: items that must be fixed before the next early-order window and items that can wait. Anything touching partner visibility or pricing is reviewed with your channel lead before it is written up as a recommendation.
We check whether invoices, shipments and grower account numbers sync reliably, and whether sales staff are reading ERP totals or stale copies that were imported once and never refreshed.
Where field boundaries, yield or soil data feed Salesforce, we confirm the matching key between grower records and the platform, and flag records that no longer link.
For equipment and input dealers, we review how dealer-side customer and inventory data reaches Salesforce and whether duplicate growers are being created on every sync.
A health check run in the middle of a selling season competes with orders, and fixes cannot be deployed safely. Plan the review for the off-season, so there is time to act on high-risk findings before your field team leans on the system again.
Many growers share field and yield data under specific terms. The review should confirm that data sharing in Salesforce matches what those agreements allow, especially where dealers, agronomists or third-party advisors can view records through a portal or report. Record any gaps for legal review.
An AI assistant recommending products or drafting grower follow-ups will draw on whatever history exists. If one grower is split across three records, suggestions will be incomplete. Resolving grower identity and hierarchy comes before any agent work. Dealer and branch ownership should also be settled first.
Ideally right after harvest or once the main order-taking window closes. Territory managers have time for interviews, the org reflects a full season of real usage, and there is room to fix high-risk items before early-order programs launch again. A review squeezed in just before a peak usually produces findings nobody has capacity to act on.
Yes, and it is often where the most serious findings sit. We test what a sample of partner users can see, including growers, pricing and program details, and compare that with what your channel agreements intend. We also look at license use, since partner seats assigned to former dealer staff are common and add cost without value.
We do not merge anything during the review. We flag likely matches on name, address, tax identifier and linked farms, then sit down with someone who knows the customers to confirm which records describe one operation and which are genuinely distinct businesses. That judgment belongs with your team, and the recommendations reflect it. Records that stay separate can still be linked through a parent account.
If your org runs service, parts or warranty work in Salesforce, we include it. We look at asset records for machines, work order automation and technician access, alongside the sales side, because equipment dealers often share one org across both teams and a change in one area can quietly break the other. Technician licenses and mobile setup are reviewed as well.
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