Salesforce health check consulting in Portland.

Read-only access is enough for the review itself, usually through a dedicated user with permission to view setup and data, which you remove when we finish. Beyond that, a kickoff call, whatever documentation exists and a few conversations with users from each team are enough. Nothing in your production org is changed during the assessment, and findings arrive as a ranked list with effort estimates.

Yes, especially if you want those tools to act on customer or asset records. Data 360 (formerly Data Cloud) unifies data from several sources, so duplicates and inconsistent identifiers multiply rather than disappear. AI features rely on accurate records and sensible permissions. A health check shows whether the foundation is ready and which fixes come first, so a pilot produces trustworthy results instead of confident mistakes.

You receive a prioritized plan and a walkthrough with the people who will act on it. From there, the paths differ: quick items often go to an in-house admin, larger themes become an optimization project, and the remainder can feed a managed services backlog. Whichever route you take, high-risk security findings should be addressed before anything else, and we mark those clearly.