Salesforce health check consulting in Chicago.

Yes. It shows which licenses and add-ons are actually used, which features were bought but never configured, and whether user counts match active users. That gives procurement a factual basis for the renewal conversation. It also identifies risks that are worth fixing before signing, such as unsupported code or security gaps, in case they affect which editions you need.

Very little. We need read-only access, a kickoff conversation, interviews with a few users and leaders, and someone who can answer questions about integrations and history. The heavy lifting is ours. At the end, a findings session with your owner, IT and any compliance stakeholders turns the report into agreed priorities for the months ahead.

Invite the people who will decide what gets fixed: the Salesforce owner or admin, a sales or service leader, someone from IT who knows the integrations and, for finance and insurance firms, a compliance representative. The session walks through security risks first, such as excess permissions or failing automation, then adoption gaps and technical debt. Each finding carries a relative effort rating and a suggested owner, so the group can agree priorities before anyone leaves the meeting.