Health checks for San Jose orgs about to take on AI agents, an acquisition or a new partner, so decisions rest on a ranked list of risks rather than guesswork.
For San Jose companies, a health check is worth running right before adding Agentforce or other AI to Salesforce, because agents act on whatever records and permissions they can reach. We review profiles, permission sets, sharing, connected apps, automation, code and installed packages, then measure data quality on the objects an agent would use. The output is a ranked list of findings with effort estimates, so you fix what matters before the rollout rather than discovering it through a customer-facing mistake.
Health care and social assistance contributes about 4.5% of the metro's 2024 GDP, and the health plans and health-tech firms in it carry heavy data obligations. A health check for them concentrates on who can see member or patient fields, whether sharing rules still match the original privacy design, and which connected apps and integrations have broader access than their purpose requires. Findings are ranked so the most serious exposure is fixed first.
AI companies often want to use Salesforce's own AI features early. Before they switch on agents or generative tools, a health check looks at duplicate accounts, stale contacts, overlapping Flows and permission sets that grant more than intended. Each of those problems grows once software rather than a person is acting on the data, and each is cheaper to correct before an agent has already sent customers the wrong answer.
Chip and equipment companies often run orgs with years of custom code for quoting and design registration. A health check here inventories Apex classes, triggers and installed packages, flags code with thin test coverage, hard-coded IDs or no clear owner, and identifies automation that conflicts with ERP updates. The goal is that the next change to pricing or products does not break something nobody remembers building or knows how to repair.
Tech companies connect many tools to Salesforce, often authorized by individual users years ago. A health check lists every connected app and integration user, what each can access and whether it is still in use, since forgotten connections are an avoidable exposure.
Whatever an agent says comes from records, articles and permissions you already have. Before a pilot, confirm that the objects it will read are complete and deduplicated, and that agent users get only the access their tasks require rather than inheriting an administrator's broad rights.
If you are replacing a Salesforce partner or bringing work in-house, an independent review gives you a baseline. It shows what the previous team built, what is undocumented and what should be fixed first, which makes the handover and the next scope of work easier to define.
How our salesforce health check works →
Client names are anonymized, and these projects are not specific to San Jose.
We recommend it. An agent inherits the quality of your data and the breadth of its permissions, so duplicates, loose sharing and conflicting automation become visible to customers instead of staying inside reports. A health check tells you which of those issues sit on the objects your planned use cases touch, and ranks the fixes. Many of them are quick, and they improve reporting for your people too.
The review supplies the evidence; your team makes the call. We inventory fields, objects, code, Flows and packages, and check each against usage data, references in other components and recent activity. Items with no use and no dependencies go on a removal list; items with unclear owners go on a list to confirm with your team. Removal itself happens later, tested in a sandbox, as an optimization or managed services task.
Not much. We need read-only access to production, a short kickoff, and interviews with a few people who use or administer the org, such as a sales manager, a service lead and whoever owns integrations. The rest of the review is our own analysis. At the end we walk your leadership through the findings and the ranked plan, which you can run yourselves or with us.
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