Kicksights
For Salesforce teams

Find the Salesforce fix worth doing next.

Turn org health signals into a ranked cleanup list.

Scan the metadataRank the risksPick the next fix

Org health queue

Next best moves

Sample list
HighUntangle renewal Flow before QBR edits
HighReview 14 permission sets with broad access
MedArchive fields with zero recent usage
MedDocument package touchpoints before upgrade

42

items sorted

11

quick wins

3

needs architect

Less time in Setup. More action.

Salesforce complexity gets a to-do list.

Kicksights keeps the language plain and the next step obvious.

Find cleanup candidates
Unused fields, stale automations, unmanaged packages, and old decisions that slow each release.
Catch risky changes
See what changed since the last scan before it turns into a user-facing issue.
Make a fix list
Turn org findings into admin, developer, and architect actions your team can ship.
Show the win
Give leadership a clear readout: what improved, what is next, and what still needs attention.
How it runs

Keep the org from drifting back into the same problems.

Use a steady loop to keep the org cleaner after each release.

1

Scan

Connect Salesforce with OAuth and pull metadata, automation, packages, and dependencies.

2

Sort

Group findings by risk, effort, ownership, and business impact.

3

Fix

Move priority actions into cleanup, release prep, or developer review.

4

Repeat

Run recurring checks so drift does not pile up after releases.

Use it when

"We should clean this up" needs a real plan.

Org cleanup sprint

Start with the messy areas that are most likely to block releases, reporting, or adoption.

AI readiness check

Clean up the metadata, automation, and process confusion that AI workflows depend on.

Security and access review

Surface risky permissions and ownership gaps before they become audit findings.

Executive update

Share a crisp status: what changed, what got safer, and what needs budget.

What your team gets
Practical output for admins, developers, and the leaders asking why Salesforce feels slow to change.
  • Org health baseline with the biggest risks called out
  • Admin and developer fix recommendations
  • Work request for issues you want Kicksights to handle
  • Change monitoring for drift after releases
  • Executive-ready progress notes
  • Optional architect review for risky changes
Compare monitoring plans
After the scan

Move the finding into accountable work.

Org Health gives you the evidence. Request help when you want Kicksights to scope, build, validate, or support the release.

Review Managed Services
1

Find the issue

Org Health shows the risk, the affected metadata, and why it should move up the list.

2

Open the work

Request help to create a work request with priority, evidence, ownership, and acceptance criteria.

3

Fix and validate

Kicksights can scope, build, test, and package the change so your team is not stuck at the diagnosis.

Start with the highest-risk path you can verify.

Connect Salesforce, build the baseline, and choose the first finding the team can own.

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