assessment - 5 min
Score your org across automation, data, security, release discipline, observability, and adoption.
Record-triggered logic has a clear owner and one primary pattern per object.
Core objects, fields, picklists, and duplicate rules are documented and actively managed.
Changes move through sandboxes, review, source control, and regression checks before production.
Profiles, permission sets, sharing, and least-privilege access are reviewed regularly.
Failed automations, integration errors, and agent handoffs are visible before users report them.
Teams trust the data and use Salesforce as the system of record instead of shadow spreadsheets.
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