Years of decisions live inside your Salesforce org. See what they are costing you.
Factalize securely assesses your live Salesforce org and reveals risk, technical debt, wasted spend, and AI-readiness gaps — then prioritizes what your team should address first.
Why Salesforce orgs lose clarity over time
Hidden risk
Critical misconfigurations and excessive access expose risk you can't see from reports.
Wasted spend
Unused licenses, duplicate tools, and underutilized capacity drain budget.
Release friction
Complex dependencies and unmanaged changes slow every release and increase defects.
AI not ready
Poor data quality, gaps in security, and missing signals block AI and agentic use cases.
One assessment, three views
Leaders
Make risk and investment priorities clear.
- Executive summary and scorecard
- Financial impact and ROI opportunities
- Risk heatmap and trend over time
Architects
Deep technical and structural data.
- Architecture & automation insights
- Technical debt and complexity map
- Integration, API & event visibility
Admins
Actionable tasks for now.
- Top issues and quick wins
- Live errors and failed jobs
- Recommendations by business impact
What you get
Know the condition
A clear, objective view of your org's health across 6 critical dimensions.
Know what matters
Focus on what drives the most risk, friction and business value.
Know what to do next
Prioritized recommendations your team can act on immediately.
What years of your Salesforce org is hiding — and how to get the best out of it
Architecture & Automation
- · Flows & Process Builder
- · Events & Triggers
- · Dependencies
- · Org Complexity
Security & Access
- · Profiles & Permission Sets
- · Sharing & Rules
- · Field-Level Security
- · Session & Login Access
Cost & Adoption
- · License Utilization
- · Feature Adoption
- · Storage & Data Growth
- · Usage & Add-ons
Runtime & Operational Health
- · Limits & Exceptions
- · Errors & Failures
- · Performance Patterns
- · Monitoring Gaps
Data & Metadata Quality
- · Data Quality Signals
- · Duplicate & Inactive Data
- · Metadata Hygiene
- · Naming Consistency
AI & Agent Readiness
- · Data Readiness
- · Security & Compliance
- · Automation Maturity
- · AI Use Case Fit
Comprehensive coverage
We go deep, end-to-end, across all layers, no blind spots.
Actionable insights
Prioritized findings with clear context and next steps.
Evidence you can trust
100% read-only with transparent scoring and sources.
Built for Salesforce
Designed for compliance and real-world operations.
How it works
Connect securely
Read-only Salesforce OAuth. We never see your password.
Run Free Preview
See real findings from assessed areas, no cost.
Review your options
We identify the assessment paths that fit your org.
Choose your depth
One-time assessment, or monitor year-round with Sentinel.
See the full assessment path breakdown on the Product page →
Sample findings from real assessments
Overlapping automations
27% of flows and processes with overlapping triggers create conflicts, performance slowdowns and errors.
Over-privileged permissions
38% of users have admin-level access or permissions beyond their job requirements.
Unused licenses
313 Salesforce and add-on licenses have less than 10% usage over the last 90 days.
Data quality issues
26% of critical fields have low completeness or data quality risks impacting reports and AI.
Ready to see what's happening in your org?
Connect securely and run a selected assessment package using live evidence from your Salesforce environment.