Salesforce Health Check · Durham

Salesforce health checks in Durham.

An independent audit for Durham-Chapel Hill Salesforce orgs facing security reviews, validation questions, partner changes or a planned Agentforce rollout.

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Salesforce Health Check for Durham companies

Durham organizations often ask for a health check when an auditor, a customer security review or an AI initiative raises questions nobody can answer quickly. The work spans who can see and export what, how each connected system authenticates, what Flow and Apex do on save, and how complete the core objects are, backed by interviews with admins and heavy users. Findings are ranked by risk and effort, with a clear note on anything that could affect validated processes, regulated data or readiness for Agentforce.

Local industries

How health check plays out in Durham.

Healthcare

Healthcare is one of the Greater Durham Chamber's focus clusters, and provider organizations here use Salesforce for outreach, referrals and philanthropy as well as patient service. A health check traces where protected information appears, including reports, files, email templates and integration logs, and compares actual access with policy. We also review event monitoring and field history settings, so the organization can reconstruct who viewed or changed a sensitive record, and when, if asked.

Life Sciences

In the metro's pharmaceutical, device and gene therapy companies, some Salesforce functions support regulated processes such as complaint intake or medical inquiries. The review checks whether those functions still match their validated state, whether changes since validation were documented and whether permissions allow edits that should require approval. Findings are separated into regulated and commercial areas in the written report, so quality and commercial leaders can each act on the items they own.

Technology

Technology, cybersecurity and defense technology firms often face customer security questionnaires that probe their CRM in detail. A health check produces the supporting evidence in one place: session and password policies, multi-factor coverage, integration permissions, connected apps, data export controls and audit logging. It also surfaces technical debt such as unused managed packages, stale Apex classes, abandoned test users and duplicate automation that slows the org and complicates future AI work.

Plan for it

What to plan for in Durham.

Include connected apps and packages

Many orgs accumulate connected apps and installed packages with broad access, some from trials that ended long ago. Inventory them, confirm each has a named owner and a current purpose, and remove or restrict the rest as part of the review before an auditor finds them first.

Score data quality per use case

General data quality scores hide what matters. Measure completeness and accuracy on the fields a specific process or AI use case depends on, such as case categories or account industry, so findings translate directly into go or no-go decisions for each planned pilot.

Bring compliance into the readout

Share findings with security, compliance and quality leaders together in one session rather than separate briefings. In Durham's regulated industries, their priorities and upcoming inspections shape which fixes go first, and involving them early avoids a second round of review after remediation begins.

Scope

What our health check covers.

Security and access
Data quality
Automation
Technical debt
Adoption and reporting
Prioritized findings

How our salesforce health check works →

Salesforce products

Salesforce Service Cloud Salesforce Sales Cloud Salesforce Agentforce MuleSoft

Proof

Related client work.

Client names are anonymized, and these projects are not specific to Durham.

Technology Services A multi-region technology-services firm reached a 98% Salesforce health-check score in a 20-hour Jumpstart 98% · Salesforce health-check score Medical Device A medical-device company recovered a broken Pardot instance and rebuilt its marketing engine 970+ · Invalid records removed

FAQ

Health Check in Durham: questions.

Enterprise procurement teams keep asking how our Salesforce org is secured. Does an org review give us reusable answers?

Yes. Many of the questions technology and life-sciences vendors receive about CRM security, including access control, encryption, logging and data retention, can be answered from health check findings. We document the current settings and flag gaps that would produce an unfavorable answer. After remediation, the documentation becomes a reusable reference for future questionnaires, which saves your security team time on each new request.

Will the review tell us which Agentforce use cases our Durham data can support?

It does when you ask. We check whether the knowledge, case and account data an agent would use is complete and current, whether sharing rules would expose records an agent should not reach, and whether processes are defined clearly enough to automate. The report lists realistic first use cases and the data work each requires, so pilots start on solid ground.

Our IT policy restricts outside access to production. How do you run the review under those rules?

Typically with a system administrator login in production, or a read-only equivalent if your policies require it, plus access to a sandbox for any testing. We also ask for integration documentation and short interviews with administrators and a few users. We make no changes to production during the review, and access is removed when the engagement ends.

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Planning health check in Durham? Let’s talk it through.

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