Learn how to perform structured Salesforce org assessments to evaluate legacy implementations, prepare for transformation, and improve platform performance.
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An Architect’s Guide to Salesforce Org Assessment
, Forward Deployed Engineer Senior, Salesforce
, Senior Forward Deployed Engineer, CTA, Salesforce
Role: Architect
Products: Agentforce 360 Platform
Session Level: Advanced
Session Type: Theater
- Thursday, Apr 162:30 PM - 2:50 PM PDT(9:30 PM - 9:50 PM GMT)Theater 4 (Level 2)FIRST COME FIRST SEATED
Session Summary: This session provided a comprehensive walkthrough of conducting a Salesforce org assessment, explaining its purpose, methodology, and deliverables. The assessment is a structured evaluation designed to improve the health, scalability, and alignment of Salesforce environments with best practices, uncovering hidden issues such as technical debt, performance bottlenecks, and security vulnerabilities. Key focus areas included architecture, data quality, security, integrations, and AI readiness, supported by a mix of Salesforce-native tools like Schema Builder, Security Health Check, and DevOps Center, as well as partner tools available on the AppExchange. Deliverables like executive summaries, technical audit reports, and remediation roadmaps were highlighted as essential outputs to guide leadership in prioritizing improvements and fostering scalable, efficient Salesforce environments for long-term success.
Key Takeaways:
• Salesforce org assessments identify and address critical issues such as performance inefficiencies, security risks, and technical debt, ensuring a more robust and scalable system for future growth.
• The assessments leverage both Salesforce-native tools and partner solutions, to provide in-depth insights across 12 core focus areas like architecture, data quality, and AI readiness.
• Deliverables such as org snapshots, assessment scorecards, and remediation heatmaps enable executives to prioritize initiatives effectively, balancing short-term quick wins with long-term strategic goals.
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