Salesforce health check consulting in Nashville.

Security and privacy first: user access, sharing, field-level security, audit trails, login and session policies and integration users. Then data quality, automation, custom code, packages and adoption. For health care organizations we pay particular attention to where protected information is stored, who can report on or export it, and whether Shield or event monitoring would be justified. Everything lands in one ranked list, with patient-data exposure at the top.

Very little compared with a project. We ask an administrator to create a read-only review user and answer technical questions, and we schedule short interviews with a handful of users and managers from each department. The analysis itself happens on our side. At the end, a walkthrough with leadership and the admin covers the findings and recommended next steps, usually in a single session.

You decide. Many clients hand the prioritized list to their own admins and use it as a roadmap. Some ask us to tackle the urgent items first, and others turn the whole list into a standing support queue. Each finding includes the reason it matters, the likely effort and the risk of leaving it alone, so your team can sequence the work around budgets and busy seasons. Buying further work is entirely optional, because the findings are written plainly enough for another partner or your own team to carry out.