For Cincinnati companies facing an audit, a new cloud or an AI rollout: a clear-eyed look at Salesforce access, automation, data and accumulated technical debt.
A health check gives a Cincinnati organization a clear picture of its Salesforce org before the next big decision, whether that is a compliance audit, a new cloud or AI features that will read CRM data. We review user access and sharing, connected apps, automation, custom code, data quality and storage, and how closely the org follows current Salesforce practice. The result is a prioritized findings report with effort estimates in plain terms, walked through with your leaders in person or remotely.
Banks and carriers answer to examiners and auditors who ask who can see customer data and how that is controlled. A health check reviews profiles, permission sets, sharing rules and field-level security against the roles you actually have, and lists integration users and connected apps holding more access than they need. We also check whether field history and event monitoring are configured for the evidence compliance teams request, and which gaps would need Shield.
Health and social-service organizations in the region often expanded Salesforce quickly, adding community partners, volunteers or families as users. The review looks at external access through portals, guest user settings and sharing, where exposure risk tends to hide. It also checks whether protected health information lands in free-text fields or email logs where it was never meant to be, and recommends practical steps to contain it without disrupting care teams.
Cybersecurity and data analysis firms are part of REDI Cincinnati's technology sector, and their own customers expect them to handle data carefully. For companies like these, a health check doubles as evidence for security questionnaires: MFA and SSO configuration, API usage, sharing declarations in Apex classes, stale admin accounts and session settings. Findings come ranked by risk, so the fixes that most strengthen your next customer security review are handled first.
AI features and agents read whatever records a user can reach. If sharing is loose or data is duplicated, answers will be wrong or overexposed. Tighten permissions and clean the objects the AI will use before switching anything on, and review the result again once pilot users begin testing.
Older Cincinnati orgs frequently carry workflow rules, Process Builder and Apex written by admins who have since left. The review lists each automation per object with its purpose where known, so you can decide what to move to Flow, what to retire and what poses a risk during upcoming releases.
A written findings report, with remediation tracked to completion, is useful evidence for internal audit and regulators. Plan who receives the report, how findings are logged in your risk system, and when a follow-up review will confirm that the fixes held.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Cincinnati.
A written report grouped into security, data, automation, code and configuration, with each finding ranked by risk and paired with a recommended fix and rough effort. We also include a short list of quick wins your admin can handle right away. The report is presented in a working session with IT, operations and the business owner, so priorities are agreed before anyone starts remediating.
It can show you what an examiner is likely to ask about: who has access to customer financial data, how that access is granted and removed, and whether changes are logged. We compare your configuration with your written access policies and flag the differences. Your compliance staff still make the judgment calls; our job is to hand them accurate facts about how Salesforce is actually configured.
Less than most expect. We need administrator-level read access to production, an hour or two with your admin to explain history and known issues, and short interviews with a few business users. The bulk of the analysis happens without your people in the room. Your team's larger time commitment comes afterward, when deciding which recommendations to fund and in what order.
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