As your Salesforce org evolves, it becomes harder to know what was built, by whom and why. Knowledge and documentation fade over time, leaving behind complexity and growing technical debt.
The Org Review Agent builds a searchable catalogue of what exists, why it appears to exist, what depends on it and how it participates in the wider business process.
Twelve lenses turn the catalogue into judgement. Open a lens to see what the agent looks for.
The agent interprets relationships across metadata, automation, code and integrations to generate diagrams that teams can validate and use in design, support, audit and change planning.
Generate an executive view for leaders, detailed evidence for architects and administrators, and focused worklists for remediation teams.
For the CIO, CTO, CDO and Salesforce owner: an executive scorecard, risk summary, value leakage, critical findings, heatmap, recommended priorities and a phased roadmap.
Request a sample health checkThe Overall Health Check connects technical evidence to operational impact and investment priorities. It should feel like a decision tool, not a static audit.
Findings can be exported into a delivery backlog or connected work-management tool where an integration is available.
The recommended default is read-only. It documents, analyses and recommends. Any capability to create work items or support remediation is customer-controlled and clearly described.
Your authorised Salesforce orgs and the approved MCP-enabled sources required for the agreed scope — such as source, release or work-management context where available.
Metadata and configuration across the data model, user experience, automation, code, security, integrations, analytics, release landscape and relevant Salesforce clouds, subject to permissions and API coverage.
Yes. It pairs natural-language descriptions with technical evidence, dependencies and source XML so business and technical teams can work from the same understanding.
Yes. Depending on the available evidence, it can generate process flows, automation maps, entity relationships, integration architecture, access pathways and impact maps.
It combines automated discovery, living documentation, evidence-linked analysis, role-specific reports and ongoing monitoring. The objective is continuous visibility rather than a point-in-time slide deck.
Yes, where authorised. Multi-org analysis can support landscape documentation, consolidation planning and environment-drift assessment.
Timing depends on org size, complexity, products, connected sources and the depth of review.
Yes. Findings can be prioritised by risk, business impact, effort and dependencies, then organised into short-, medium- and long-term horizons.
Metadata drift, technical debt, automation, data quality, security, performance, adoption, integrations, releases, compliance, AI readiness and agreed business-process outcomes.
Start with an Org Review to document what exists, expose what is holding the platform back and create a practical path to greater Salesforce value.
Tell us which Salesforce clouds you use, how many orgs are in scope and what prompted the review. We’ll recommend the right starting point.