Platform Assessment

For the assessment, we read only the metadata relevant to the analysis in your Salesforce org. That includes, for example, your data model, code, automations, configuration, and aggregate statistics. Business records such as accounts, contacts, or opportunities are not read.

The one exception is the User Health module. For that, user data such as names, email addresses, or login activity can be evaluated. If you don't need this module, it can be excluded from the assessment entirely.

For a detailed overview of the data we use and the access it involves, see Trust & Data Protection.

We support Salesforce editions from Professional to Unlimited. Sandboxes and multi-org environments can be included in the assessment as well.

If you run a more complex Salesforce landscape, we agree the scope and the orgs to look at with you up front.

For the analysis, we set up controlled access to the metadata relevant to the assessment. Business records don't need to be made available for it.

Access is set up through an External Client App in your Salesforce org. Which permissions this needs, and how to set them up, we explain step by step under Trust & Data Protection.

No. Your Salesforce admin can usually set up the External Client App in about 30 minutes. We provide a step-by-step guide for it.

Developer resources are not required for the setup.

Once access is granted, you'll usually receive the full findings report within 5 to 10 business days.

How quickly the analysis can be completed depends on things like the size and complexity of your org and the agreed scope. We align on the exact process and next steps with you before we start.

The findings report is built so different roles can work with it directly. Leadership gets a concise summary of the overall state and the most important areas to act on. Architects and tech leads get a detailed, module-by-module analysis with the underlying findings.

For admins and developers, there is also a prioritised, filterable action plan. Individual findings can be sorted by module, priority, and effort, so your team or an implementation partner can start working through them right away.

The assessment is meant as a basis for deciding your next steps. You can discuss the results internally with your team, use them to plan a project, or hand them to your existing Salesforce partner for implementation.

The report contains prioritised recommendations and concrete next steps, so the findings become a roadmap you can act on. Which measures you carry out afterwards, and who takes them on, is entirely your decision.

AI can be helpful for analysing and summarising information. For a dependable assessment, though, it is essential that the underlying checks stay traceable and comparable from one point in time to the next.

Our analysis framework therefore works with deterministic, versioned checks. Every score and every finding can be traced back to concrete metadata patterns. That lets you understand why a rating comes about and re-measure changes at a later review.

The analysis gives you not just a summary of your org, but a reproducible basis for decisions and later comparisons. The results are then placed in architectural context and discussed together with you.

The Salesforce Health Check is a useful tool for day-to-day administration. It focuses, though, on evaluating security settings against a defined baseline.

Our assessment looks at your org far more broadly. We analyse, among other things, your data model, architecture, code, automation, DevOps, access model, and AI-relevant structures, examining more than 200 criteria in the process.

The decisive difference is not just the number of criteria checked. We put the individual findings in the context of your specific org, weigh their relevance, and derive prioritised recommendations from them. That turns a collection of technical observations into an overall picture of your platform and a concrete roadmap for the next steps.

You can read more under What a Salesforce Health Check Doesn't Tell You.

The assessment is a standalone product. We don't implement the resulting measures ourselves, and we take no referral commission if you hand the implementation to another partner.

That keeps the results independent of whoever works on your org afterwards. The full report is yours and can be used by your internal team, your existing Salesforce partner, or another implementation partner.

No. The assessment doesn't automatically lead into an implementation project.

If you'd like, we can support you in interpreting the results and planning the next steps. The implementation itself, though, stays your decision. You can carry out the recommendations with your internal team or pass the report to your existing Salesforce partner or another provider.

Yes. If you run several Salesforce orgs, we can look at them together. That makes sense, for example, after a merger, when business units are being separated, or as part of an international rollout.

We can look at the state of the individual orgs as well as relevant differences and shared structural patterns. We tailor the scope to your specific landscape.

Yes. The full assessment covers all 15 modules and gives a comprehensive view of your platform. If you only want to examine certain questions, the scope can also be concentrated on selected topic areas.

That can make sense, for example, when you're preparing a specific migration project, want to assess the groundwork for an AI initiative, or want to examine architecture and automation patterns in a focused way.