Action signals
- Planning confidence
- 87%Across completed work
- Primary paths
- 2Consulting + org teams
- Average turnaround
- 3-5 daysvs. 2-3 weeks manually
For Salesforce admins and operations teams
Your Salesforce org runs the business.Kicksights maps hidden risk.
Connect your org to see the risks, dependencies, and next actions hidden across metadata, automation, permissions, and integrations, especially when no one has the full map.
Private org baselineDependency and risk mapPlanner-ready next actions
"Kicksights gave us the org picture we needed before approving another round of Salesforce changes."
- Salesforce operations lead
What becomes visible
Turn org complexity into a reviewable technical readout
Hidden automation risk
Flows, Apex, validation rules, and approvals can overlap without a single owner or map.
Vendor and admin drift
Internal admins, consultants, ISVs, and prior vendors all leave changes behind in the same org.
Unclear change impact
Simple requests can touch revenue, service, integrations, and reporting before anyone notices.
You see the org clearly
Get a baseline that explains what exists and how it connects.
You reduce delivery risk
Spot fragile paths before approving new work or vendor scope.
You give teams evidence
Turn org findings into a brief, graph, metrics, and execution plan.
Sample connected-org readout
This is what happens after your org connects.
Kicksights turns Admin intent into a clear sequence: change request, linked evidence, org baseline, and recommendation output. It is built to keep admins moving and give consultancies reliable delivery context.
Acme Manufacturing sample org
Connected metadata baseline built for review
Ready for review
Sample workflow path
A Salesforce admin needs to know if a quote-to-contract change can be scoped in the next quarter without surprise issues.
Salesforce admins + consultanciesPresales risk review5-step workflow
- 1Admin intent
"Can we safely move this quote workflow into a fixed price package?"
- 2Change request
Change request: tighten approval controls and remove one legacy handoff before signing SOW.
- 3Evidence
Evidence: duplicate manual approval path, one synchronous NetSuite callout, and mixed trigger ownership.
- 4Org baseline
Org baseline: 3 approval objects, 12 sensitive fields, 2 integration touchpoints, and 1 external blocker.
- 5Recommendation
Recommendation: split rollout into two phased changes and guard handoff before enabling any production routing update.
Evidence linked to this scenario
- Opportunity, Quote, and Contract automations share an unmanaged approval branch that can bypass intended routing.
- A legacy Contract trigger still references inactive profiles and can create timing drift under load.
- NetSuite synchronization runs inside the Quote lock path and can delay contract completion on peak days.
Org baseline
Critical paths
4
3 tied to revenue operations
Approval blockers
9
1 manual override gap
Linked artifacts
6
Objects and flows tied to the request
Recommendation confidence
Readout confidence
82%
Evidence completeness: 95%
What the team can do next
- Assign ownership of each approval hop before any scope change.
- Run a pilot in Sandbox with NetSuite timeout validation.
- Publish a planner-ready handoff ticket with rollback steps and approver checkpoints.
Connect your own org to replace this sample with live metadata, evidence links, and admin-ready recommendations inside Planner and Overview.
Signals from Real Salesforce Work
Consultants use it before kickoff. Admins use it when cleanup needs a real next step. Either way, the org gets easier to explain and improve.
Testimonial
"We took over a client from a vendor who wouldn't share documentation. Kicksights gave us the full picture in days. We actually understood the org better than the previous team."
Founder, 5-person Salesforce consultancy
5-person startup · Vendor transition
Run the First Scan
Connect Salesforce and see the risks, quick wins, and work that needs expert review.
Salesforce Technical Architecture
Pick a track. Get the next move.
Use Kicksights before a client kickoff, during an org cleanup sprint, or as a steady monitor for changes your team needs to catch early.
Kickoff Insights
One-time analysis
Turn a client meeting into a kickoff-ready plan. Fast prep for discovery, RFPs, and SOWs.
- Org complexity scoring for faster scoping
- Risk map with severity levels
- Technical architecture blueprints
- Multi-system integration design
- Sprint-level effort estimates
Salesforce Org Health
Direct admin path
Scan your own org, rank the cleanup work, and give your team a fix list it can ship.
- Technical debt and risky automation scan
- Admin and developer action list
- Change drift monitoring
- Leadership-ready progress notes
- Optional architect review for high-risk fixes
Insights Subscription
Ongoing monitoring
Most Popular
Keep an eye on changes after releases, admin edits, vendor work, and managed package updates.
- Weekly drift detection alerts
- Pre-UAT health checks
- Go-live readiness reporting
- Auto-documentation handoff support
- Multi-org visibility in one command center
Managed Services
Fix follow-through
Turn findings into scoped Salesforce support requests, work orders, validation, and release help.
- Intake for org health findings
- Scope and acceptance criteria
- Admin, automation, integration, and release support
- Draft work orders from real context
- Validation path before production changes
Built for your workflow
Discovery & Scoping
Fast, evidence-backed estimates for new client work.
Org Cleanup
Rank technical debt and pick the next best fixes.
Executive Reporting
Turn Salesforce complexity into leadership-ready updates.
Go-Live Readiness
Get ahead of delivery blockers before the project starts.
Talk to an expert
Need a recommendation first? We'll match your team to the right path.
Insights
Latest Salesforce Insights
Practical field notes from Salesforce admins and architects helping teams ship secure, high-quality solutions and programs at scale.
Feb 21, 2025·10 min read
You Don't Need a Full-Time Salesforce CTA (But You Still Need One Sometimes)
Why hiring a full-time Certified Technical Architect costs $300K+ and how on-demand architect access solves the same problems for a fraction of the cost.
#salesforce architecture#fractional services
Feb 19, 2025·6 min read
Process Builder Sunset, Part 2: Automating Flow Migrations with Kicksights
See how Kicksights inventories Process Builders, parses embedded logic, and generates Flow-ready blueprints in days, plus a manual migration workflow you can run today.
#process builder#salesforce flow
Feb 17, 2025·5 min read
Process Builder Sunset, Part 1: What Salesforce Consultancies Need to Know
Salesforce has entered the final sunset phase for Process Builder. This post covers the timeline, what breaks, and how to prepare client orgs before the enforcement deadlines hit.
#process builder#salesforce flow
Choose the Track. Take the Next Step.
Prep a client kickoff, clean up your own org, monitor changes after release, or hand a finding to managed services. We'll help you pick the fastest useful path.