An independent review for Charlotte organizations that need an honest picture of access, data and technical debt before an audit, renewal or AI project.
In Charlotte, the question behind most health checks is whether the org would survive scrutiny: from an examiner, a customer's security team or an AI rollout. The work spans four strands: access, including connected apps; the automation, code and packages that make up technical debt; completeness and duplication on core objects; and whether executive dashboards tell the truth. Findings come back ranked by risk and effort, with the specific setting, the affected users and the recommended fix for each.
For banks and insurers, a health check is often a rehearsal for an audit. We trace who can view, edit and export client and account data, look for dormant users and admin rights that outlived their purpose, check whether field history and event monitoring cover sensitive fields, and verify that sharing rules match the documented access model. The resulting report is structured so internal audit and compliance can map each finding to a control.
Technology companies selling to the region's banks and enterprises face security questionnaires that ask how customer data is protected in their CRM. A health check gives them evidence: who has access, how integrations authenticate, whether multi-factor authentication and session policies are enforced, and where sensitive data sits. The same review flags technical debt that slows the sales team, such as unused fields, conflicting automation and managed packages nobody at the company still uses.
Distributors and logistics companies often have orgs shaped by fast growth, where integrations were added quickly and automation built under deadline. A health check for them concentrates on data quality and integration reliability: duplicate accounts from multiple feeds, stale ownership after territory changes, and syncs that fail without alerting anyone. Fixes are ranked so the ones that affect customer-facing service come first. We also check that integration users are not holding broader rights than their feeds require.
Older integrations and third-party tools often authenticate through connected apps with broad scopes and long-lived tokens. Include them in the review, confirm each is still needed and owned, and tighten permissions before an auditor or an AI project finds them first.
Agentforce and Data Cloud work from the records and permissions you already have. A health check before an AI pilot identifies duplicate data, loose sharing and outdated knowledge content that would make an agent's answers unreliable or expose data unexpectedly.
Technical findings should come with a plain-language summary for leadership in Charlotte: what is at risk, what fixing it involves and what happens if it waits. That summary is often what turns a report into a funded remediation plan with a clear owner.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Charlotte.
It can make preparation much easier. We document the access model as configured, compare it with your written policies, and list any gaps with the exact settings involved. Examiners and internal auditors then receive a clear account of who can see what and why. The health check does not replace your compliance team's judgment, but it gives them accurate evidence to work from.
The review itself is measured in weeks rather than months for most orgs, depending on size, the number of clouds and integrations, and how quickly we can schedule interviews. We agree the timing at kickoff. You receive the ranked findings in a working session, not just a document, so your team can ask questions and settle priorities with us at the same time.
It can. Marketing Cloud and Account Engagement carry their own risks: consent handling, sender authentication, stale lists and sync errors with Salesforce. If marketing is in scope, we review those alongside the core org. For financial firms in the region, consent and supervision settings in marketing tools are often where the most important findings turn up.
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