Salesforce Health Check · Madison

Salesforce health checks in Madison.

A read-only review of security, custom code, automation and data quality for Madison-area Salesforce orgs, especially those planning Agentforce or a major expansion.

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Salesforce Health Check for Madison companies

A health check for a Madison organization is often driven by how much custom work its own developers have added. Software companies and insurers here frequently carry Apex, integrations and managed packages nobody fully remembers. We review sharing and access, connected apps, code quality and test coverage, automation overlap, data quality and license use, then deliver a ranked list of findings with the specific setting or component behind each. It is the step we recommend before adding Agentforce, since agents act through the permissions and data you already have.

Local industries

How health check plays out in Madison.

Information Communications Technology

Technology companies expect their own systems to meet the standards they sell to customers, yet internal Salesforce orgs often lag behind. For ICT firms, the review looks closely at connected apps and OAuth scopes, API-only users with broad permissions, Apex without tests and integrations using stored credentials. The findings help engineering leaders decide which items to fix before a customer security questionnaire or an external security audit asks about them. Each item names the component and its owner.

Finance and insurance

Insurers and financial services companies usually commission a health check before an examination or internal audit. We verify that agents and service staff see only the policies and households they should, that field history covers sensitive changes and that consent records are complete. Integrations with policy, claims and billing systems are checked for the least privilege they need. Findings map to your compliance requirements so auditors can follow each remediation from finding to fix.

Healthcare

Health care organizations need assurance that patient-related records are protected consistently across profiles, permission sets, reports, list views and portals. The health check traces those paths, checks encryption and event monitoring on sensitive fields and flags any reports that expose protected information to broad groups. Results are ranked by privacy exposure, so the first fixes close the largest gaps rather than the easiest ones. We also confirm that deactivated staff accounts cannot still reach patient data through integrations or shared credentials.

Plan for it

What to plan for in Madison.

Audit before switching on Agentforce

An agent answers questions using records it can reach and acts through the permissions of its running user. Checking data quality, knowledge articles and access scope before a pilot reveals what the agent would expose or get wrong, which is far cheaper than discovering it with customers.

Count the custom code honestly

Orgs in technically strong companies often hold more Apex, triggers and Lightning components than anyone has listed. The review inventories them, flags code without tests or with hard-coded IDs, and identifies components that standard features now cover, giving your team a realistic technical debt estimate.

Assign owners to every finding

Findings with nobody's name on them tend to stay open. We walk through the findings with your admin, security lead and business owners, assign each item to someone and group quick fixes separately from larger projects, so remediation starts the following week rather than waiting for a budget cycle.

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 Sales Cloud Salesforce Service Cloud Salesforce Agentforce Salesforce Data Cloud

Proof

Related client work.

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

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 Madison: questions.

What will your reviewers need from our Madison IT and security staff?

Read-only access to production, or a full-copy sandbox if your security policies prefer it, plus short interviews with admins, developers and a few users from each major team. Your admins will see no changes from us in the org during the review period. Access is agreed with your security team in advance and removed when the review ends, and we document every account we used.

We already run Salesforce's built-in Security Health Check. What does your review add?

That built-in score compares a list of org security settings with a Salesforce baseline, and we fold it into our findings. Our review covers much more: sharing design, custom code, automation, integrations, data quality, adoption and license use, interpreted in light of how your business works. We include its results but explain which settings actually matter for your org.

Do we have to hire you to fix what the review uncovers?

You receive a ranked report and a readout meeting, which we can hold on site in Madison or remotely. Some clients fix the findings with their own admins and developers; others ask us to scope an optimization project or add remediation to a managed services arrangement. There is no obligation to continue with us, and the report is written to be usable by any team.

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

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