For Rio Grande Valley organizations that want an outside assessment of Salesforce security, clutter and AI readiness before an audit, contract renewal or expansion.
In McAllen, a Salesforce health check often precedes growth: a contact center adding a client program, a research group expanding recruitment or a company preparing an Agentforce pilot. Our reviewers trace who holds which permission, which outside apps hold tokens, and what each Flow or Apex class does on save, and they sample records for completeness. Each finding is ranked by risk and effort, and the report separates urgent exposure from gradual cleanup, so you know what must be fixed before the next step and what can be scheduled later.
Research organizations in the county, part of MEDC's medical research industry, often run study recruitment in the same org as general outreach. A health check tests whether recruitment records and consent data are restricted to study staff, whether field history covers the changes auditors may ask about, and whether integrations with clinical or research systems pull more information than necessary. We flag any mixing of research and marketing contact rules.
Contact centers serving several clients from one Salesforce org carry a particular risk: one program's agents seeing another program's customers. The review tests sharing, queues, permission sets and report folders for leaks between programs, checks how long call notes and recordings are kept, and reviews telephony and AI integrations. Findings are mapped to the client contracts they could affect, so account teams know which issues to raise with each client first.
For data-center operators, another MEDC leading industry, Salesforce often holds customer contracts, capacity details and support tickets that clients consider confidential. We check who can see contract terms and site information, whether customer portal users are limited to their own records, and whether integrations with monitoring or ticketing tools use narrowly scoped credentials. The report highlights the controls that tenants' security questionnaires and contract reviews are likely to ask about.
If one org serves several clients or business units, log in as sample users from each and try to reach the others' records, reports and dashboards. Gaps found this way are far cheaper to fix than a client discovering them.
Agentforce and Einstein features read your cases, knowledge and customer data under specific permissions. We test those permissions and the quality of the underlying records, then list the fixes that must happen before a pilot can run safely with real customers.
Unused fields, abandoned automation and packages nobody remembers installing slow the org and complicate every change. We list each item with an estimate of the effort to remove it, so cleanup can be budgeted and scheduled rather than postponed indefinitely.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to McAllen.
That the new program's data will be separated from existing ones. We review record access, queue membership, permission sets and report visibility, and confirm that routing and knowledge articles can be segmented by program. We also check org limits and automation load, since a new program adds volume. The findings give you a list of changes to make before onboarding the new client's agents.
Most of them, yes. The report documents who can access what, how admin rights are controlled, which integrations connect to Salesforce and how data retention is configured. Those are frequent questionnaire topics. The review does not replace a formal certification, but it gives your team current, accurate answers and identifies any gaps worth fixing before you respond.
Relatively little. We need a kickoff with your Salesforce owner, read-only access, and short interviews with a few users and whoever manages security or compliance. The bulk of our work reads configuration directly and needs nobody on your side. At the end, we hold a working session to walk through findings and agree on the order of fixes.
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