Salesforce health check consulting in Washington, DC.

It can provide much of the evidence. The report documents how access, sharing, authentication, encryption and monitoring are configured, and lists the fixes made or planned. Many Washington-area organizations use it when answering customer due-diligence questions or preparing for internal audits. It is a technical review of Salesforce, though, not a formal certification, and we say so plainly in the report itself.

Yes, and for associations and contractors they are often where the most serious findings appear. We review guest user access, sharing sets, file visibility and self-registration settings, then test the site as anonymous visitors, members and partners. Any record or document visible to the wrong audience is ranked as high risk and included in the first group of recommended fixes.

Read-only access is usually enough. We ask for a dedicated login with a permission set that can view setup, metadata and a sample of records, and we avoid exporting sensitive data outside your environment. Where controlled information is involved, your security team can limit which objects we see and review our activity logs. Findings refer to configuration and patterns rather than individual records. When the review ends, the account is deactivated, and you receive a complete list of what was examined.