Salesforce health check consulting in Greenville.

Access to protected information first: who can view, report on or export patient records, how field-level security and encryption are set, and whether any integration or portal user holds more than it needs. Then consent handling, communication preferences and the automation that sends messages. We also check audit trail and field history settings, so your privacy team knows what could be reconstructed if an incident occurred.

Yes. Reviewing the acquired org before consolidation planning shows its data quality, customizations, integrations, license position and security posture. That tells you whether to merge it into your org, keep it separate for a period, or rebuild selected processes. Doing this early avoids committing to a timeline before the complexity is known, which is the most common source of trouble in org consolidations.

Automated scanners are useful, and we use similar tools, but they report settings without context. They cannot tell whether a broad permission is justified, why a process is being worked around, or which findings actually matter to your business. We combine metadata analysis with user interviews and a review of your priorities, then rank findings by real risk to Greenville operations rather than by a generic score.