Understand the org before you change it

Review-ready Salesforce diagnostic workbooks for messy orgs.

Every KeelCadence product is a one-click, read-only diagnostic that outputs a structured XLSX workbook. Fields, permissions, automation, and impact paths. Run the free summary first. Pay once, keep the workbook.

No package installNo Connected AppRead-onlyFree summary first
Field & Object Audit14 review-ready sheetsfield_object_audit.xlsx
Executive SummaryFindingsRecommendationsCleanup CandidatesReview Tracker
ObjectField API NamePopulated %LayoutsStatus
AccountLegacy_Score__c0.4%0Flagged
AccountRegion__c92.7%3In use
ContactImport_Batch_ID__c3.1%1Flagged
OpportunityRenewal_Stage__c88.2%4In use
LeadOld_Owner_Email__c11.6%2Flagged
CasePriority_Tier__c76.5%2In use
AccountSync_Token_v2__c1.9%0Review
119 of 235 fields flagged for review
Sample. Demo data.
Four diagnostic workbooks

Start where your org is.

Each workbook maps to a moment of change. Pick the one you are in. Every diagnostic includes a free on-screen summary before you buy.

You inherited an org

First-pass org review

Unclear fields, unknown history, no documentation. Map field metadata, object schema, and usage exposure across all fields and all objects.

Before an access review

Permission & FLS exposure

A profile and permission set matrix with field-level security per field, per permission set. Run it before touching access.

Unknown automation

What all this automation does

Flows, Process Builders, Workflow Rules, and triggers in one consolidated inventory. Know what exists before you change it.

Before cleanup decisions

What a change touches

Identifies downstream dependencies and impact paths so cleanup decisions are made with visibility, not guesswork.

Scoping a client org?

Use a workbook as a first-pass discovery artifact before recommending cleanup, access changes, automation changes, or migration work.

For consultants →
Inside the workbook14+ review-ready sheets
Executive SummaryHealth ScoreRecommendationsReview TrackerLegend
FindingEvidencePriority
34 fields never filled0% fill across 18 moHigh
12 fields hidden, populatedNo layout, data presentMedium
6 objects with no records0 rows, active layoutsMedium
Schema health baseline61 / 100Info
9 automations on dead fields1 flow, 2 triggersHigh
23 permission sets unused0 assigned usersMedium
Fictitious, anonymized demo dataFrozen header. Auto-filter on.
See the output before you connect

Review-ready output, not a raw data dump.

Every finding is a labeled row with evidence you can sort, filter, and share. You get an Executive Summary for the reviewer, prioritized Recommendations, a list of Cleanup Candidates, and a Review Tracker to log decisions, plus a Legend so nobody has to ask what a column means.

Findings are review candidates. The workbook gives you the list. You make the call before anything changes in the org.

4
Diagnostic products
1-click
Run to workbook
0
Writes to Salesforce
90-day
Report retention
Security

What the diagnostic does, and what it never does.

KeelCadence diagnostics are read-only. No writes to Salesforce, no package install, no Connected App setup, and no admin permissions required beyond what the reviewer already has.

Trust commitmentsreadme_security.xlsx
No package install required
No Connected App setup required
Read-only diagnostics. No writes to Salesforce.
No individual Salesforce record values are exported
No persistent Salesforce access token is stored
Free on-screen summary available to all users
Reports retained 90 days
Email-first support: support@keelcadence.com
Pricing

Free summary first. Pay once, keep the workbook.

Run any diagnostic and review the on-screen findings at no cost, no account required. Purchase the full XLSX only if the output earns it.

Start here

Field & Object Audit

$99

Field metadata, object schema, and usage exposure. All fields, all objects.

  • Field usage and fill rates
  • Hidden populated fields
  • Flagged cleanup candidates
Get audit

Automation Inventory

$149

Flows, Process Builders, Workflow Rules, and triggers in one consolidated inventory.

  • All automation types in one sheet
  • Status and object scope
  • Review-ready inventory
Get audit

Impact Awareness

$149

Downstream dependencies and impact paths for safe cleanup decisions.

  • Required fields and lookups
  • Validation rules and triggers
  • Impact paths per object
Get audit

Permission & FLS Audit

$249

Profile and permission set matrix with FLS per field, per permission set.

  • Profiles and permission sets
  • FLS per field, per permission set
  • Over-privileged access flags
Get audit

All paid reports are delivered as downloadable XLSX workbooks. Best run from desktop, since the diagnostic uses your active Salesforce browser session. On mobile? View a sample workbook →

Common questions

Before you connect.

Do I need to install anything?+

No. There is no managed package and no Connected App setup. The diagnostic runs read-only checks through your active Salesforce browser session, and access ends when that session ends.

Does it write anything to my org?+

Never. KeelCadence diagnostics are read-only. No records are created or changed, no metadata is modified, and no individual Salesforce record values are exported.

What do I get before paying?+

A free on-screen summary with final counts and key findings, no account required. Payment only happens if you choose to download the full XLSX workbook.

What format is the report?+

A structured XLSX workbook with review-ready sheets, including an Executive Summary, prioritized Recommendations, Cleanup Candidates, a Review Tracker, and a Legend that defines every column. Pay once, keep the workbook.

Which workbook should I start with?+

Most teams start with the Field & Object Audit for quick org visibility. If access risk is the priority, start with the Permission & FLS Audit. Before cleanup decisions, run Impact Awareness.

Comparing options?

See how KeelCadence fits alongside Salesforce Optimizer, AI, CLI, metadata exports, and free tools.

Run it in 60 seconds.

Open your Salesforce org in another tab, pick a diagnostic, and see the findings on screen in minutes. No install, no account, no writes to the org.

Get audit

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