Salesforce health check consulting in the San Francisco Bay Area.

Whether the foundation an agent would stand on is solid enough to try. We test the records, knowledge and access the planned use case depends on, and sort each problem into one of two groups: blockers that would make a pilot misleading, and improvements that can follow later. Once the blockers are resolved, you can start a narrow pilot instead of waiting for a perfect org.

Read-only access covers the metadata, setup and reporting we analyze, plus a brief kickoff with your admin or operations lead. Where we need to test something, such as a sharing scenario, we use a sandbox. Interviews with a few users from each team fill in what metadata cannot show, such as where people still keep their own spreadsheets.

Yes, that is one of its most common uses. The review shows whether problems sit in configuration, which can be fixed in place, or in the data model itself, which may justify rebuilding part of the org. Most findings fall into the first group. When a rebuild is warranted, the report names the objects and processes affected, so the decision rests on evidence rather than frustration.