Start with the job you need done.
Choose org cleanup, client kickoff prep, or returning workspace work. Each path starts with a readout you can act on.
First artifact
Org cleanup readout
Start a cleanup sprint, open an access review, or send the finding to Planner.
Org cleanup and change risk
Find the next safe fix in your own org.
Build a private Salesforce baseline, review risky paths, then route the first finding to cleanup, access review, or Planner.
Choose this path when You own the org and need a credible first fix without turning cleanup into a research project.
A first fix with evidence, owner context, and confidence.
Kicksights should surface the first high-confidence cleanup candidate with the dependency path, the likely business impact, and the safest next workflow.
Evidence included
- Metadata freshness and selected scope
- Automation, object, and permission dependencies
- Known gaps, confidence, and suggested reviewer
Next decision
Start a cleanup sprint, open an access review, or send the finding to Planner.
Build the baselineFirst 30 Minutes Brief for your Salesforce org.
Preview the admin brief after Salesforce connects: risk paths, evidence, missing context, and the next safe action.
Acme Manufacturing sample org
Built from deterministic sample metadata to show the expected first-session artifact before OAuth.
Metadata sampled
2,418
Objects, flows, fields, Apex, permissions
Risk paths found
5
3 high-confidence paths ready for review
Freshness
12d
Newest linked change in this sample baseline
First risk path
Quote approval can bypass the intended discount gate
A legacy approval branch can route high-discount quotes around the current approval model. That creates pricing, margin, and audit risk before the team changes CPQ or contract flow.
Evidence attached
- Quote_Discount_Exception_Flow references the same approval field as Contract_Approval_Router.
- Two permission-set groups can edit discount overrides without the current manager approval step.
- Last modified metadata is 143 days old, but related price-book rules changed 12 days ago.
Missing context
- Whether finance still owns the manual exception path.
- Whether the sandbox CPQ rules match production.
Next safe action
Confirm owner, freeze discount-gate changes, then send this path to Planner for a phased cleanup.
Baseline first, not a chatbot prompt.
Evidence stays beside every recommendation.
Every finding routes to action.
What happens after you start.
The first session should produce a usable artifact. The path changes by role, but the system always moves from org evidence to an action the team can evaluate.
- 1Connect production or sandboxAuthorize Salesforce through OAuth. No password is stored by Kicksights.
- 2Generate a baselinePull metadata, automation, access, packages, and integration signals into one private readout.
- 3Pick the first fixUse the highest-confidence finding to start Planner, request help, or run an internal cleanup sprint.
Turn the readout into action.
Kicksights should route every first finding into a real workflow: planning, kickoff prep, monitoring, or managed-services follow-through.
Need a guided recommendation?
Share the org situation, kickoff timeline, or support motion. Kicksights can point you to the quickest useful path.