Frequently asked questions
What does the assessment actually check?+
A 32-phase engine across six areas — Operational Health, Cost & Adoption, AI Readiness, Org Hygiene & Clutter, Architecture & Technical Debt, and Security & Permissions. It covers every cloud you run: Platform, Sales Cloud, Service Cloud, CPQ/Revenue Cloud, Field Service, and Experience Cloud.
How long does it take?+
Typically minutes. Complex, heavy, or large-data orgs can take longer — up to a few hours.
What access do you need to my org?+
Read-only access via Salesforce OAuth — no passwords are ever shared with us, and nothing is installed in your org.
Is my data safe? Who can see my results?+
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.
Do I need to install a package or app?+
No — connect via OAuth in under 2 minutes. No managed package, no metadata deployed to your org.
What's the difference between the Core Assessment and the AI Readiness Add-on?+
The Core Platform Assessment is the full 32-phase org health assessment — architecture, hygiene, security, cost, and adoption. The AI Readiness Add-on includes everything in Core, plus your AI Readiness Score, Agentforce Use Case Heatmap, and Agent Action Safety analysis.
How much does this cost?+
Pricing is tiered to your org's size. You'll see your org-specific pricing after a quick, free-to-preview connection — no scoping call required.
Can I re-run the assessment later?+
Yes — once connected, you can re-run anytime to get a fresh report reflecting your org's current data.
Do you offer ongoing monitoring, not just a one-time report?+
Sentinel, our ongoing monitoring subscription, is coming soon.
Are you affiliated with Salesforce?+
No — this is an independent assessment, not affiliated with or endorsed by Salesforce, Inc.