Salesforce health check consulting in Dallas–Fort Worth.

A read-only user with permission to view setup and metadata covers most of the review, and we do not change anything in production. We also ask for a short kickoff, a list of the integrations you know about and time with a few users from each team. Your leaders then walk through the findings with us and agree which fixes to tackle before anything else.

Yes, on both orgs. A merger decision depends on what each org really contains: how much custom code, which integrations, how clean the data is and how different the security models are. Reviewing both side by side shows which should be the surviving org, what must be rebuilt and what can be retired, and it gives leadership a realistic basis for planning the combination.

A repeat review is worth scheduling after any major change: a new cloud, an acquisition, a partner change or a large AI rollout. Fast-growing companies may benefit from an annual check even without those triggers, since admins add fields and automation steadily. Under managed services, many of the same checks run continuously, so a formal audit becomes a lighter confirmation exercise.