Scope
What we evaluate.
- 01
Architecture
- 02
Automation
- 03
Flow
- 04
Apex
- 05
Data quality
- 06
Security
- 07
Integrations
- 08
Reporting
- 09
User experience
- 10
Technical debt
- 11
Performance
- 12
Duplicate processes
- 13
Permissions
- 14
Case management
- 15
Lead management
- 16
Opportunity management
Deliverable
What you receive.
Findings
A plain-language summary of what is working, what is fragile and what is actively costing time.
Prioritized plan
Remediation sequenced by business impact and effort, so the first fixes are the ones that matter.
Architecture view
A current-state diagram of automation, integrations and data flow that your team can keep using.
Next step
Request a Salesforce assessment.
Tell us how your org is used today. We'll scope the review around the parts of the business that depend on it most.