Salesforce health check consulting in Philadelphia.

Yes, for the Salesforce portion of it. We document where protected health information is stored and displayed, who can access or export it, how activity is logged and where configuration increases risk. That gives your privacy and security team evidence and a remediation list to work from. It complements, rather than replaces, your organization's formal risk assessment and its broader controls.

Less than most people expect. The effort is mainly analysis on our side, so your team's involvement is limited to granting read-only access, joining a kickoff and taking part in short interviews. The overall timeline depends on the size of the org, the number of integrations and how many people we speak with, and we confirm it at kickoff. Findings are presented in a working session.

It shows whether your data, permissions and knowledge are ready for AI agents to use safely. We assess duplicate and incomplete records on key objects, the quality and currency of knowledge articles, and whether an agent operating with a given user's permissions could reach sensitive data. You get a list of what to fix before a pilot and what can reasonably wait.