Salesforce health check consulting in Indianapolis.

Quite a lot. That score covers org-wide security settings only, a useful starting point with a narrow view. Our review also covers sharing design, external access, automation conflicts, code quality, integration users, data quality and how well the org fits your business processes. We use the built-in score as one input and explain which of its warnings matter for your situation and which can be accepted.

It can give a clear readiness view. We assess the quality and completeness of the records an agent would use, the state of your knowledge base, the permissions an agent user would inherit, and whether your integrations supply the context needed. The report lists what to fix first and suggests a narrow pilot use case for your service or sales teams.

No. Production stays untouched: we analyze metadata, configuration and usage through read-only admin access, and nothing is deployed. We schedule short conversations with your admin and a few users at times that fit around their regular work. Any fixes happen afterward, in a sandbox first, once you decide which findings to act on and in what order.