Fresno organizations weighing their next Salesforce move get an evidence-backed report on who can see what, how clean the data is and where debt has piled up.
4.95/5 from 92 AgentExchange reviews Salesforce Select partner since 2017 138 certifications, client case studies
Fresno organizations order a health check when they need facts about an org rather than opinions about it. We review who can view and export sensitive records, measure duplicates and incomplete data on key objects, inventory Flows, older workflow rules and custom code, check integration users and compare licenses with actual use. Findings come back in priority order, weighing exposure against the work involved. It is often the first step before Agentforce, a managed services engagement or a renewal decision.
Healthcare is a Fresno County EDC target sector, and the EDC's labor data expects the field to keep hiring through 2030. That growth means new users, new sites and new fields in provider orgs, and each addition is a chance for access to drift. The review traces who can see or export patient details, checks field encryption and history where they matter and confirms that marketing users cannot reach clinical information.
Health Check for Health & Life Sciences →Manufacturers in the Valley frequently carry orgs shaped by more than one partner. We count custom objects and Apex classes, check which ones still have users, look at test coverage on code that touches orders or warranties and review what the ERP integration user is allowed to do. We also score product and account records for completeness, since quoting tools and AI features both depend on that data being whole and current.
Health Check for Manufacturing →Renewable energy developers in the EDC's target sector store landowner agreements, interconnection details and commercial terms in Salesforce, often shared with outside counsel or partners. The review checks which external users and connected apps can reach those records, whether document links expose files publicly and how approvals are logged. For fast-growing developers, it also shows where custom project tracking has outgrown its original design and should be consolidated before more projects are added.
Ask your privacy officer and finance lead which policies, audits or contracts the review should test against. When the security and data sections test those specific obligations, the findings double as usable evidence for the next audit or contract review.
Ahead of a license renewal, the review compares assigned licenses, add-ons and active users by team, showing where seats sit unused and where people share logins, a practice that is both a security problem and a sign the license mix is wrong.
Agentforce and other AI features rely on complete, current records with sensible sharing. Find out how many repeated, blank or outdated records sit where an agent would look, and clean up the worst of them ahead of a pilot, so early results reflect the tool rather than the data.
Not sure what to fix first in your Fresno Salesforce org?Score your org across the areas that decide whether Salesforce helps or holds you back, and get your top fixes in minutes, free for Fresno teams like yours.
Start the assessment →How our salesforce health check works →
Client names are anonymized, and these projects are not specific to Fresno.
Read-only access that your admin grants and can revoke at any time, plus a short kickoff call. Nothing in the org is edited; we only read setup, metadata, login history and usage. Your people contribute a few interviews with admins and business owners and a results session with whoever needs to hear the findings.
It is especially useful then. Orgs shaped by several partners often contain overlapping automation, abandoned custom objects and integrations nobody fully owns. The review shows which pieces still do work, which conflict and which can be retired, and it produces documentation that did not exist before. That makes any next step, whether optimization or managed services, faster to plan.
Usually, yes. The check is a short review that produces ranked findings across security, data, automation, code, integrations and adoption. Optimization is a project that acts on the adoption and usability items from that list. Some Fresno clients fix findings themselves, some hand them to us as a project and some fold them into managed services.
Last reviewed September 27, 2026.
Valuable insights on technology, CRM and AI, once a month.
Written by the consultants who do the work. One email a month, and you can unsubscribe anytime.