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Review

Know what your org does well, what it lacks, and what to fix first.

An independent, architect-led review of your whole Salesforce org. Read-only. Nothing installed. Nothing changed.

Book a scoping callSee a sample report excerpt (PDF) (opens in a new tab)
Who it is for

This fits teams at a turning point.

  • You are running an org that grew for years, and no one has the full picture anymore.
  • You are recovering from a failed project or a partner who left, and you want an outside opinion.
  • You are planning AI, Agentforce, or a major integration, and need to know if the foundation can carry it.

A new leader who wants an honest read before committing budget is a fit too. If your question is only about access, identity and sharing, the Org Access Assessment goes deeper on just that.

What you get

What you receive.

Your executives get the summary. Your admins and developers get the details. Both can act on it.

  1. A current-state assessment

    Findings rated by risk and effort.

  2. Prioritized recommendations

    What to fix first, and the target-state architecture to aim for.

  3. A short-term and long-term roadmap

  4. A one-page executive summary

    Presented live, with time for questions.

Finding 1 ยท High risk, small effort

An integration user holds admin-level rights and signs in with a password.

  • Framework: Identity and access
  • Why it matters: A leaked password exposes every record; a rotation breaks three integrations
  • Fix: One External Client App per system, OAuth client credentials, minimum access
Sample finding, fictional org.
Scope

Six frameworks, every time, so nothing gets skipped.

Data architecture
Objects, relationships, data model design, and data quality.
Sharing and security
Profiles, permission sets, roles, sharing model, and visibility.
Identity and access
Authentication, SSO, connected apps, credentials, and API access.
Automation and code
Flows, Apex, triggers, LWC, and custom development quality.
Integrations and deployment
External systems, APIs, release process, and environments.
Monitoring and governance
Event monitoring, audit posture, managed packages, and technical debt.
How it works

From first call to result.

  1. Kickoff

    A short call to understand your business, your pain points and your goals. You grant read-only access.

  2. AssessmentTypically 2 to 4 weeks

    We review your org from the outside through read-only APIs. Your team keeps working. Nothing is installed and nothing changes.

  3. Readout

    You get the full report and a live walkthrough of the findings, the roadmap, and the first three things to fix.

Pricing

Fixed price, scoped after a short scoping call.

We size it to your org on the call, then send you a firm number.

Proof

Led by a certified Salesforce architect. Trevaun is a Salesforce Consulting Select Partner.

Experience across media, financial services, healthcare quality, nonprofits, state government, and federal contracting.

Architected the AOL and Yahoo Salesforce org merger, including data migration, and owned 14 or more integrations in a high-volume consumer environment.

Moved the Yahoo help site to Salesforce Knowledge: more than 30,000 articles in 14 languages. Built and owned the integrations that serve that content to help.yahoo.com and help.aol.com.

Built GDPR data export, event monitoring and security controls for a high-volume consumer org.

See a sample report excerpt (PDF) (opens in a new tab)

  • Salesforce Partner
  • Pledge 1% member
FAQ

Questions people ask.

Do you install anything in our org?

No. We assess from outside your org through read-only APIs. Nothing is installed, and nothing changes.

How much of our team's time does it take?

A kickoff call, granting read-only access, and the readout. Your team keeps working throughout.

What do the six frameworks cover?

Data architecture, sharing and security, identity and access, automation and code, integrations and deployment, and monitoring and governance.

What happens after the readout?

Some teams fix the findings themselves. Others ask us to help, or keep us on for ongoing oversight through Fractional Architecture and Advisory.

Get an honest picture of your org.

Talk to usOr book a 30-minute call (opens in a new tab)

We reply within one to two business days.