Salesforce health check consulting in Sacramento.

At minimum before any major change: adding a cloud, opening a portal, connecting a new system or deploying Agentforce. Organizations in regulated fields such as health care and insurance often schedule one each year as part of their compliance cycle. A review also makes sense after a key admin leaves or a partner relationship ends, because that is when undocumented configuration becomes a risk nobody can explain.

We need enough access to read metadata, settings and usage data, which in practice means a dedicated user you create and can deactivate afterward. We do not change configuration during the review. Where your security policy restricts access, we can work alongside your admin in screen-sharing sessions instead, which takes more of their time but keeps control entirely inside your team.

We walk your leadership and admin through the findings, then you choose the path. Some organizations hand the list to an internal admin, others ask us to fix the highest-risk items as a short project, and some fold remediation into managed services. Whichever route you pick, the report's rankings give you a defensible order of work and a baseline to measure progress against later.