Data & Security Model Assessment

What it’s for

For organizations handling sensitive or regulated data - and anyone preparing to put AI on top of their Salesforce data, where the sharing model becomes the safety boundary.

What we examine

• Security architecture - the overall model and its weak points.
• Sharing model - whether access reflects least privilege without breaking work.
• Compliance alignment - how the design maps to your regulatory obligations.
• Data model - structure, quality and master-data integrity.
• Performance - where the data and sharing design create scale risk.

What you receive

• Security architecture review.
• Sharing-model review against least-privilege principles.
• Compliance alignment review.
• Data-model review for structure and quality.
• Performance-optimization recommendations.
• Governance recommendations to keep it sound over time.

The outcome

A secure, compliant, and scalable Salesforce platform.

Every assessment ends in an executive-ready findings report and a prioritized roadmap - written for leadership, with the cost of inaction made explicit, not a technical dump.