Assess
Org Health Assessment
An AI-assisted scan of your production org's configuration, security, automation and technical debt, reviewed by a certified architect and turned into a prioritized roadmap.
- 10 business days
- Fixed price
- Read-only access
Pricing
Scope
Included
- Automated scan of metadata, profiles, permission sets and sharing settings
- Security review against Salesforce Health Check
- Inventory of Workflow Rules, Process Builders and Flows
- Technical-debt findings such as unused fields and hard-coded IDs
- License utilization summary
- Prioritized roadmap with effort estimates
- 60-minute readout with a certified architect
Not included
- Fixing the issues found (each maps to a fixed-price package or a scoped quote)
- Sandboxes or additional orgs
- Internals of managed packages
- Penetration testing
How it runs
- Day 1
Kickoff and read-only access
- Days 2–6
AI-assisted scan and certified architect review
- Days 7–9
Findings and roadmap written
- Day 10
Readout call and handover
What we need from you
- Read-only System Administrator access to production
- A 30-minute kickoff call
- One contact to answer questions
Questions
Do you change anything in my org?
No. The assessment uses read-only access and nothing is modified.
Does AI see my customer records?
The scan reads configuration and metadata, not record data. A certified architect reviews every finding before it reaches you.
What happens after the readout?
Each finding in the roadmap points to a fixed-price package or a scoped quote, so you can act on it straight away.