Start with the job you need done.
Choose your role, inspect a sample finding, then connect the org you want to review.
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.
First 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 example metadata. These findings are illustrative and have not been verified in a live org.
Metadata sampled
2,418
Objects, flows, fields, Apex, permissions
Risk paths found
5
3 example 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.
Ready to review your org?
Connect Salesforce, build the baseline, then review your first finding. Planning and service requests are optional next steps.