Years of decisions live inside your org. See them clearly — in minutes.
Every business process, automation, and architecture choice your team has made over the years is buried under the surface. [Product Name] runs a 32-phase assessment of your org's build, health, security, cost, and AI readiness — and turns years of accumulated complexity into clear, prioritized recommendations you can act on today.
Easy to connect and preview. Results in minutes — no scoping call required.
How it works
Three steps, no consultants on a call, no scoping deck.
Connect
Securely authorize read-only access to your Salesforce org via OAuth. Under 2 minutes, no passwords shared.
Assess
32 phases run against your live org — CRM health, data readiness, automation, security, limits, adoption.
You get answers
A live dashboard covering org health, architecture debt, cost, and AI readiness — plus your Top 3 Recommendations.
What years of your Salesforce org is hiding — and how to get the best out of it
Better performance, better usage, more value for your business and your customers — framed for the person who fixes it, and the person who funds it.
Operational Health
How much engineering time goes to firefighting instead of building.
Error logs mapped to root cause, with a recommended fix — not just a stack trace.
Cost & Adoption
What you're paying for Salesforce, and what you're using.
Who's actually logging in, which modules are dead, MFA compliance gaps.
AI Readiness
Whether you're actually ready for the AI investment you're about to make.
Specific blockers before Agentforce touches your data.
Org Hygiene & Clutter
How much of what you're paying to store and maintain is dead weight.
Dead fields, stale layouts, orphaned buttons, unused record types.
Architecture & Technical Debt
How custom is this org, and what does that cost at your next upgrade.
Which Process Builders and VF pages should move to Flow and LWC — and what's colliding with what.
Security & Permissions
What a security audit would find that you don't already know about.
Which profiles and permission sets carry dangerous access, and where sharing gaps are.
Years of Salesforce decisions. Mapped in minutes.*
Tap or hover any phase to see what it checks — this is the exact 32-phase engine that runs the moment you connect.
*Typically minutes. Complex, heavy, or large-data orgs can take longer — up to a few hours.
The same depth, across every cloud you run
Platform, Sales, Service, CPQ, Field Service, and Experience Cloud — each assessed with the same 32-phase rigor.
Independent assessment — not affiliated with or endorsed by Salesforce, Inc.
Assessment tiers
Connect once. Choose the depth you need.
Core Platform Assessment
The full 32-phase org health assessment — architecture, hygiene, security, cost, and adoption.
Start with Core →AI Readiness Add-on
Everything in Core, plus your AI Readiness Score, Agentforce Use Case Heatmap, and Agent Action Safety analysis.
Add AI Readiness →Private to your org, always
Results are visible only to you, served through your authenticated portal. We store the structural findings needed to build your report, not your underlying business data.
Sentinel
Ongoing monitoring — quarterly re-assessment with a full delta report: score trending, new/resolved findings, MFA drift alerts.
Team Access
Share results directly with your admins, devs, and architects inside the portal — no exporting, no re-running the connection.
Enterprise
Multi-org coverage, dedicated support, and custom monitoring cadence for larger teams.
Data Export & Roadmap Planning
Full spreadsheet export, plus role-specific improvement plans for admins, architects, and developers, prioritized as quick wins vs. bigger projects — scoped through a consultation, available as a paid add-on.
Ready to see what years of decisions are costing you?
See a sample org report, or connect and get your own in minutes — no scoping deck, no consultants on a call.