Salesforce health check consulting in Albany.

A prioritized document in which every issue names the exact setting, component or integration at fault and proposes a remedy. The security section maps who can reach customer and policy data by role. We present it in a working session with IT and compliance leaders and help decide what to address first and who should do it.

Yes. Integrations are among the most common sources of trouble we find, especially at Capital Region manufacturers and insurers where Salesforce exchanges data with ERP, policy administration or billing platforms. We review each connection's authentication, the user it runs as, its error handling and whether failures alert anyone. We also compare record counts on both sides and flag duplicate or orphaned data, so the findings show which integration problems need fixing first and which can wait.

Yes. We inventory Apex classes and triggers, check test coverage and whether tests assert real outcomes, look for queries and logic inside loops that risk hitting limits, and identify code that duplicates what Flow or standard features now provide. Findings note which components are actively used, so you can retire dead code safely instead of maintaining it indefinitely.