Health checks for Austin orgs heading into an AI rollout, a relocation, a funding round or a change of partner, with findings ranked by risk and effort.
Austin teams tend to request a health check ahead of a milestone: an Agentforce pilot, a headquarters move, a funding round that brings investor scrutiny, or a switch from a departing admin to new support. Our review spans access, sharing, integrations, automation and code, plus how clean the most-used records are. Findings come back ranked by risk and effort, with quick fixes separated from structural issues, so leadership can decide what to address before the milestone and what can wait.
The region is home to 45 publicly traded companies, according to Opportunity Austin, whose target list also includes corporate headquarters. Companies at or approaching that stage need Salesforce controls that stand up to audit: who can change opportunity amounts, how closed deals are protected, and whether field history covers the data finance relies on. A health check tests those controls and documents gaps before auditors find them, with each gap tied to a named owner.
Semiconductor firms keep sensitive pricing, customer roadmaps and design-win details in Salesforce. A health check reviews who can see and export that information, especially distributor and rep users on partner portals, and inventories the custom code that supports registration and forecasting. The result tells you which protections are missing and which customizations carry the most maintenance risk as the business grows. Findings are sorted so that exposure of pricing and roadmap data is fixed first, before cleanup of older code.
Software companies often connect Salesforce to many outside tools through user-authorized apps. A health check lists each connection, the permissions it holds and whether anyone still uses it, then reviews automation that fires on the same objects. It also measures duplicates and stale records on the objects an Agentforce pilot would use, so AI plans rest on data that is actually ready for it. Unused integration users are listed for removal.
Due diligence and audits look closely at how revenue data is recorded and protected. Running a health check before a funding round or public-company readiness work gives you time to fix permissions, field history and approval gaps on your own schedule.
Hardware and semiconductor companies in Austin often give distributors and reps portal access. Check what partner users can see, whether deal registration data is isolated between competing partners, and whether accounts for former partner staff have been deactivated promptly after they leave.
Before an Agentforce pilot, sample the specific records an agent will draw on and check them for duplicates, missing fields and outdated knowledge. A targeted check on those objects says more about readiness than any generic org-wide score, and it keeps the fix list short and relevant.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Austin.
Focus on revenue integrity and access. We review who can create, edit and delete opportunities and closed deals, how approvals are enforced, whether field history tracks amounts and stages, and which users and integrations hold administrative rights. Data quality on accounts and opportunities comes next. The findings give your finance and legal teams a clear, prioritized list to fix before outside reviewers arrive.
Yes. Reconstructing an undocumented org is a core part of the review. We inventory custom objects, fields, Flows, code, integrations and packages, identify what each does and whether it is still used, and flag anything fragile or undocumented. You end up with a map of the org and a ranked list of risks, which makes it far easier to brief a new admin or a managed services team.
A health check diagnoses; optimization treats. The health check is a fixed review that tells you what is wrong, how serious it is and what to fix first. Optimization is the project that carries out those fixes, such as simplifying layouts, cleaning data and consolidating automation. Many Austin companies start with the check so the optimization scope is based on evidence rather than opinion.
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