Factalize
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Salesforce org assessment products

Choose the level of Salesforce insight your organization needs.

Start with a Free Preview. Factalize identifies the applicable assessment options for your Salesforce org after connection and org sizing.

Run Free PreviewContact Us
No payment requiredRead-only Salesforce OAuthNo changes to your org
Your Free PreviewConnected securely
Org healthInitial findings
Assessed3 phases
Full scope32+ phases
Architecture
Not assessed
Security
Not assessed
AI readiness
Not assessed
For Leaders

The cost isn't the assessment. It's not knowing.

Unmanaged risk exposure
Wasted license spend
Growing technical debt

Most orgs we assess carry six figures in avoidable spend alone.

Read-only connectionMetadata and configuration only.
No passwords sharedOAuth 2.0 with Salesforce.
No customer records storedOnly assessment outputs retained.
Disconnect anytimeRevoke access whenever you choose.
How the product path works

Start with evidence from your own Salesforce org.

The Free Preview shows real findings from selected assessment phases. From there, Factalize presents the assessment options that apply to that specific org.

STEP 1

Connect securely

Use read-only Salesforce OAuth. Factalize does not receive or store your Salesforce password.

STEP 2

Run Free Preview

See real findings from assessed areas. Locked sections are clearly marked as not assessed.

STEP 3

Review your options

Factalize identifies the connected org and presents the assessment paths available to it.

STEP 4

Choose your depth

Purchase a one-time assessment or monitor the org across 12 months with Sentinel.

12-month access

Sentinel

Track how your Salesforce org changes over 12 months.

Run assessments throughout the year, compare results, identify new and recurring concerns, and see whether remediation and modernization work are improving the org.

  • Foundation+ included
  • AI Accelerate included
  • Multiple self-service assessment runs
  • Score and signal changes across all six pillars
  • Alert History — live runtime-error signals and risk findings, tracked new, needs-attention, and resolved
  • Trend analysis across your full run history, not just the latest pair
  • Preferred access to AI Findings
Get Sentinel →

One annual payment for 12-month access.

Alert HistoryLive runtime-error signals and risk findings, tracked new, needs-attention, and resolved.
Change trackingSee what changed between assessment runs.
Trend analysisUnderstand whether org health is improving.
Modernization BlueprintRegenerate the roadmap as the org evolves.
One-time assessment

Build the right assessment path for this org.

Foundation+ establishes the full org-health baseline. AI Accelerate adds Salesforce AI, Agentforce, and Data Cloud readiness analysis.

Single run

Foundation+

A full 32+ phase Salesforce org-health assessment across architecture, security, automation, cost and adoption, runtime health, data and metadata quality, and platform readiness.

  • Comprehensive six-pillar assessment
  • Prioritized findings and recommendations
  • Executive, architecture, and admin perspectives
Get Foundation+ →
Requires Foundation+

AI Accelerate

Extends Foundation+ with Salesforce AI, Agentforce, and Data Cloud readiness analysis, including readiness scoring, use-case evaluation, and agent action safety.

  • AI Readiness Score
  • AI Agent Use Case Heatmap
  • Agent Action Safety
Get AI Accelerate →
Single run

Combo: Foundation+ + AI Accelerate

Combines the full Foundation+ assessment with AI Accelerate in one assessment path for customers evaluating both org health and AI readiness.

  • Full 32+ phase org-health assessment
  • Salesforce AI and Data Cloud readiness
  • One combined assessment experience
Get the Combo →
Deeper guided analysis

AI Findings

Turn assessment evidence into higher-impact decisions.

Surfaces hidden relationships across findings
Flags conflicting signals
Prioritizes actions by business impact
Requires Foundation+ & AI Accelerate

Four guided insight runs. Requires your explicit consent — never used to train external AI models.

Insight run 1Available when you choose
Insight run 2Use after meaningful change
Insight run 3Compare new priorities
Insight run 4Review evolving impact

Modernization Blueprint (Beta)

You know what's broken. Do you know what to fix first?

Branded audit report

  • Current condition & priorities, leadership-ready
  • Recommended direction, presentation-ready

Detailed spreadsheet export

  • Structured findings & priorities
  • Remediation details, usable outside the portal

Wave-by-wave roadmap

  • Immediate fixes sequenced first
  • Technical planning & broader modernization mapped

Currently in Beta, available to Foundation+ customers (discounted for Sentinel subscribers) — reach out if you're interested in early access. The Blueprint can be regenerated as the Salesforce org changes.

Available now

Multi-Org Management

Connect and switch between multiple Salesforce orgs from one Factalize account. Each org maintains its own assessments, history, purchases, and access.

Per-org assessment accessAssessment options and pricing apply separately to each connected Salesforce org.
Coming soon

Team Access

Share portal access with approved administrators, developers, architects, and other team members.

Invite your teamBring in admins, architects, and developers so each person can view the assessment at the access level that fits their role.
Org-specific pricing

Your price, calculated automatically — no sales calls.

Pricing scales with your org's size and complexity, calculated the moment we see it. Free to preview, no payment required, and nothing changes in your org until you decide to buy.

Run Free Preview

See which Factalize assessment path fits your Salesforce org.

Start with a real Free Preview using a secure, read-only Salesforce connection. Your applicable options and pricing appear after Factalize identifies the connected org.

Start Free Preview