Health care and social assistance
Hospitals, clinics and social-service agencies need to know exactly who can view referral, intake and outreach records. Our health check traces access through profiles, permission sets, sharing rules and guest-user settings on any Experience Cloud sites, checks field history and encryption on sensitive fields, and lists integrations that copy personal data elsewhere. Privacy exposure ranks first in the findings, followed by data quality issues that could mislead care coordinators. We also note which fixes need sign-off from the privacy officer.
Manufacturing
Defense and marine suppliers, which sit within the metro's manufacturing base, often face customer security questionnaires that ask about their CRM. A health check gives them documented answers: multi-factor enforcement, session and IP policies, who can export data, which files are stored in Salesforce, and whether any controlled technical data has crept into attachments or notes. Where it has, we recommend moving it to an approved repository and tightening access before the next customer audit.
Finance and insurance
Financial firms here often run orgs extended by several partners over the years. We inventory Apex code without adequate tests, overlapping Flows and triggers, unused managed packages, and consent or retention settings that no longer match policy. For firms planning Agentforce, we also check whether household and account data is clean and permissions tight enough that an AI agent answering advisors or clients would not surface the wrong records. Findings go to technology and compliance leaders as one shared list.