Salesforce health check consulting in Honolulu.

A read-only login created by your admin, which lets us inspect setup, metadata, sharing and usage without changing a single record or setting. We also ask for a list of known integrations and connected apps, any documentation left by earlier partners, and short interviews with your admin and a few business owners. Once the review is finished, your admin deactivates the login, and the findings and supporting evidence belong to you.

It tells you if the agent would start on solid ground. We measure record quality on the objects involved, review which users and records the agent could reach and flag automation that could conflict with its actions. You get a short list of what to fix before the pilot and what can wait, so the pilot tests the agent rather than exposing old data problems.

After any major project, a partner change or significant staff turnover, and otherwise at an interval your team agrees on. Orgs change with every release and request, and Honolulu organizations with small internal teams may not notice drift until something breaks. A lighter follow-up compares the org against the first report and highlights anything that has slipped since.