You Don't Have a Detection Problem. You Have a Prioritization Problem
Free tools can flag 200 issues in your Salesforce org — in no particular order, with no business context attached. Start with a free self-serve scan of your own org. If you want the full picture, we'll tell you which 20% is actually blocking your AI roadmap, put a real dollar figure on it, and hand you the case that gets it funded.
Clean up technical debt, reduce the risk of breaking what's already working, and get a clear path to AI adoption. Built for the people who actually run the org.
Stop the Firefighting. Start Building What’s Next.
Metadata sprawl — hundreds of unused fields, automations nobody remembers building, and no documentation trail
Always reacting to what broke, never working on what matters
Everyone's talking about AI for Salesforce, but nobody's showing the actual steps to get there
Every update feels like a gamble because the org has layers of tech debt nobody mapped
Vendor dependencies and security gaps that only surface when something goes wrong
Doing the hardest work in the org and getting zero visibility for it
These aren't edge cases. They're the norm for most Salesforce orgs running on five-plus years of accumulated decisions. And they're fixable.
In a recent engagement, we found 748 unused custom fields, 48% of active automations are using deprecated solutions, and 60% of description fields contain zero information. The admin knew it was messy. They didn't know how messy until we mapped it.
The Full Workup - $9,995 flat
Priced deliberately: many institutions set a small-purchase or delegated-authority threshold near $10,000, so where your policy allows, this moves on a single PO
Full org audit — metadata, workflows, security, and automation reviewed top to bottom
AI-readiness blueprint aligned to where Salesforce AI capabilities actually are today
Technical debt roadmap with prioritized field cleanup, so the team knows what to fix first
Executive-ready ROI dashboard your leadership can actually use, plus the template behind it
30 days of support to handle the questions that come up once the work starts
The guarantee, in writing
The Full Workup identifies at least $9,995 in annualized unused licensing across your Salesforce contracts and managed packages — the engagement finds its own fee — or we run the entire diagnostic again once, at no charge, after your next license renewal and no later than 12 months from delivery. Applies to orgs with 100+ paid seats or $50K+ combined annual Salesforce and managed package spend, measured from data you provide at kickoff. Full definitions in the engagement letter.
One more thing worth knowing: we don't sell implementation. There's no cleanup contract waiting behind this diagnostic, which means the roadmap isn't a sales document — it's written for whoever you choose to execute it, including your own team. The building inspector doesn't bid on the renovation.
The People Who Run the Org Deserve Better Tools to Prove It
Most Salesforce admins and architects are buried in maintenance work that leadership doesn't see. This engagement gives that work structure, visibility, and a path forward that the whole organization can get behind.
What Changes When the Org Gets Cleaned Up
Before
Where Most Orgs Are Today
200+ unused custom fields and no documentation showing why they exist
Workflow rules and process builders running in parallel with conflicting logic
Reports that take hours to pull and still require manual cleanup before anyone trusts them
Every seasonal update carries a real risk of breaking something nobody fully understands
After
What an Optimized Org Looks Like
Metadata trimmed down, documented, and mapped to actual business processes
Automations consolidated into a single framework with clear ownership
Dashboards that leadership can read without asking the admin to explain them
A compliant, documented structure that handles updates without the anxiety
But What If...
We're not ready for AI yet
Good news: neither are most orgs. That's the point. We start with the cleanup, documentation, and structure that has to happen before AI makes any sense. The deliverable is a prioritized roadmap, not a deployed AI feature.
What if something breaks?
Everything we do starts with a full audit and documentation pass. We are only diagnosing your meta-data and configuration information. We do not access any customer or company information, nor are we modifying any meta-data or configurations. We provide a roadmap and remediation plan so you can decide the best path forward.
How long does the engagement take?
Most orgs complete the core engagement in less than 1 week. The 90-day Slack support window covers the questions and adjustments that come after. Timeline depends on org complexity, and we scope that on the first call.
What's the guarantee?
Our guarantee is specific and in writing: the Full Workup identifies at least $9,995 in annualized unused licensing across your Salesforce contracts and managed packages, or we run the entire diagnostic again once, at no charge, after your next license renewal and no later than 12 months from delivery. License waste accrues at renewals, so the second pass reads a genuinely different org. The guarantee applies to orgs with 100 or more paid seats or $50K or more in combined annual Salesforce and managed package spend, measured from the license and contract data you provide at kickoff. Smaller orgs can still engage; we just won't promise a number we can't stand behind. Full definitions live in the engagement letter.
