Practical guides for Salesforce admins, consultants, architects, RevOps teams, and inherited-org owners who need visibility before cleanup, access review, automation changes, imports, UAT, admin handoff, or client discovery.
Read-only diagnostics · Review-ready workbooks · No package install · No Connected App
KeelCadence resources are built around first-pass Salesforce diagnostics: fields, permissions, automation, selected-object readiness, and tool security. Each guide is designed to help admins and consultants turn unclear org metadata into a structured review process before making changes.
Browse 52 Salesforce cleanup, access review, automation, and change-readiness guides.
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Start with the situation that made Salesforce visibility urgent.
Start with a first-pass review before changing fields, permissions, automation, or ownership.
Review field usage, fill rates, hidden populated fields, layout gaps, and cleanup candidates before hiding, deleting, merging, or archiving fields.
See detected references across Apex, Flows, Workflow Rules, Validation Rules, and more for the custom fields on one selected object before you change, repurpose, or retire a field.
Review profiles, permission sets, object permissions, FLS exposure, over-privileged access, and user assignment patterns before changing access.
Review required fields, restricted picklists, record types, validation rules, triggers, and Flow metadata before loading records or creating test data.
Inventory available automation metadata before touching Flows, Apex, triggers, validation rules, approval processes, or legacy automation.
Use a structured diagnostic workbook as a first-pass client artifact before recommending cleanup, access changes, automation remediation, or readiness work.
What Salesforce audit tools, inventory tools, and diagnostic workbooks should surface, and how they compare to alternatives.
What a Salesforce field audit tool should surface before field cleanup: fill rates, hidden populated fields, FLS visibility, layout coverage, and multi-signal review candidates.
Field auditRead guide→What to run before Salesforce admin cleanup: field inventory, fill rates, hidden populated fields, FLS exposure, and automation references, review signals that make cleanup decisions defensible.
Admin cleanupRead guide→What a Salesforce metadata audit covers: fields, objects, permissions, automation, and layout structure, and how to use metadata review signals before cleanup or change work.
Metadata auditRead guide→What a Salesforce permission audit tool should surface: object permissions, FLS exposure, permission set sprawl, over-privileged access, and review signals before changing access.
Permission auditRead guide→What a Salesforce user access review covers: profile permissions, permission set sprawl, FLS exposure, and over-privileged access patterns before changing user access.
User access reviewRead guide→What a Salesforce automation inventory tool should surface: Flows, Apex, validation rules, approval processes, and automation count by object before changing anything.
Automation inventoryRead guide→What a Salesforce Flow inventory tool should surface: Flow types, active vs. inactive status, trigger conditions, and object context before adding, modifying, or deactivating Flows.
Flow inventoryRead guide→What a Salesforce org assessment covers before cleanup, handoff, or a consultant engagement: fields, permissions, automation, and record readiness as first-pass discovery artifacts.
Org assessmentRead guide→How Salesforce consultants use structured diagnostic workbooks for first-pass client discovery before cleanup, access review, automation changes, or onboarding.
Consultant workbookRead guide→How KeelCadence diagnostic workbooks differ from Salesforce Optimizer, structured XLSX output for field cleanup, access review, automation inventory, and record readiness.
Tool comparisonRead guide→Every KeelCadence guide, grouped by review stage.
Start Here
Why admins should review fields, permissions, automation, and object-readiness before cleanup or change work begins.
Org auditA first-pass checklist for admins and consultants inheriting a Salesforce org with missing documentation or unclear ownership.
Inherited orgA practical inherited Salesforce org assessment checklist for admins and consultants reviewing fields, permissions, automation, and object readiness before cleanup or change work.
Inherited orgHow to evaluate Salesforce technical debt across the data model, security, automation, user access, and documentation in an inherited org.
Technical debtAI can help Salesforce teams build faster, but it does not fix messy metadata, permission sprawl, or overlapping automation. Learn what to review before AI-assisted change work begins.
AI readinessUse this checklist to review metadata, automation, permissions, data constraints, and testing needs before applying AI-assisted Salesforce changes.
AI readinessWhat a Salesforce change readiness workbook should include before admins, consultants, or developers change fields, automation, permissions, or data.
Change readinessHow diagnostic workbooks fit alongside Salesforce admin utilities, cleanup tools, impact tools, and DevOps platforms, and when each category applies.
Salesforce audit toolsWhat Salesforce consultants should review before recommending cleanup, remediation, access changes, automation work, or managed services onboarding.
Consultant discoveryWhy Salesforce consultants should use diagnostic workbooks before client cleanup, access review, automation changes, and admin handoff, and how to position them with clients.
Consultant discoveryAI, CLI & MCP
How AI assistants, the Salesforce CLI, MCP servers, and metadata exports fit alongside structured diagnostic workbooks, what they can help with, and what still needs review before cleanup or change work.
Where AI can help inspect Salesforce metadata, where it falls short, and why a structured audit workbook is still useful before cleanup or change work.
AIHow the Salesforce CLI and metadata commands compare to a review-ready diagnostic workbook, and when to build your own review versus use a structured artifact.
Salesforce CLIHow Salesforce MCP servers and AI assistants can help explore an org, and what evidence and constraints still need human review before changes.
MCPWhat to review before letting AI recommend Salesforce cleanup changes across fields, permissions, automation, and imports.
AIWhy AI-assisted Salesforce change recommendations work better with a documented org baseline of fields, permissions, and automation first.
AI readinessWhy a raw Salesforce metadata export is not the same as a review-ready workbook with findings, evidence, and tracking for cleanup and change work.
Metadata exportWhat Salesforce teams should understand about fields, automation, permissions, dependencies, and technical debt before expanding AI-assisted workflows with Claudeforce.
ClaudeforceField Cleanup & Object Review
Review field usage, cleanup candidates, record-type context, layout exposure, FLS exposure, distinct values, and supported reference signals before changing fields or objects.
A practical guide to field bloat, low fill rates, hidden populated fields, layout gaps, and cleanup review candidates.
Field cleanupWhy fill rate is only the first signal in Salesforce field cleanup, and how admins should review distinct values, record type usage, layout, FLS, formula, validation rule, Apex, and setup-change signals before making changes.
Field cleanupHow record-type usage helps admins avoid false cleanup candidates when a field looks unused globally but matters to a specific process, team, or record type.
Record typesWhy field cleanup should start with review candidates, not delete lists, and what admins should validate before removing custom fields.
Field cleanupSalesforce metadata can show many internal references, but external systems, forms, APIs, BI tools, and integrations may still depend on fields that look unused inside Salesforce.
External dependenciesWhat to run before Salesforce admin cleanup: field inventory, fill rates, hidden populated fields, FLS exposure, and automation references, review signals that make cleanup decisions defensible.
Admin cleanupLearn how to find unused fields in Salesforce, what signals to review before cleanup, and why zero usage alone does not mean a field is safe to delete.
Unused fieldsField Dependency Analysis
What references a custom field before you change, repurpose, or retire it — Apex, Flows, Workflow Rules, Validation Rules, formula fields, Reports, and Page Layouts.
What Salesforce field dependency analysis covers, what Direct vs. Heuristic evidence means, and when to run it before changing, retiring, or repurposing a custom field.
Field dependencyA practical, step-by-step approach to checking where a Salesforce field is referenced before you delete or repurpose it.
Field cleanupHow KeelCadence Dependency Map compares to free browser extensions that show where a Salesforce field is used, and when each approach is the better fit.
Tool comparisonPermissions & Access
A practical guide to permission set sprawl, FLS exposure, over-privileged access, and user assignment patterns. Learn what to review before changing permissions in a messy or inherited org.
Permission sprawlUse this Salesforce permission audit checklist to review profiles, permission sets, field-level security, external access, over-privileged users, and permission sprawl.
Permission auditReview object permissions, field-level security, permission sets, profiles, and user access before changing Salesforce permissions.
Permission changeIdentify fields that may contain sensitive data and review who can see or edit them through profile and permission set access before access issues grow.
Sensitive fieldsWhat a Salesforce user access review covers: profile permissions, permission set sprawl, FLS exposure, and over-privileged access patterns before changing user access.
User access reviewAutomation & Change Risk
How to review available automation metadata across Flows, Apex, triggers, validation rules, approval processes, and legacy automation where available.
Automation inventoryWhat to review before changing Salesforce automation in an inherited or messy org, including Flows, Apex, triggers, validation rules, and approval processes.
Automation reviewReview Salesforce Flows, validation rules, triggers, and object constraints before bulk updates or imports to avoid avoidable save errors and automation surprises.
Flow reviewUse this checklist to review Flows, Apex triggers, validation rules, and save-time automation before testing or changing records.
Automation readinessWhat a Salesforce Flow inventory tool should surface: Flow types, active vs. inactive status, trigger conditions, and object context before adding, modifying, or deactivating Flows.
Flow inventoryLearn how to document Salesforce automations across Flows, Apex triggers, validation rules, approval processes, and object-level automation before cleanup or handoff.
Automation docsImport, UAT & Record Readiness
What admins should review before loading records, running UAT, creating test data, preparing migrations, or planning bulk updates, including required fields, restricted picklists, record types, validation rules, triggers, and Flow metadata.
Import readinessReview required fields, lookups, record types, picklists, validation rules, automation, and permissions before creating or updating records at scale.
Record savePrepare Salesforce test records for UAT, imports, sandbox testing, and bulk updates by reviewing required fields, lookups, record types, picklists, validation rules, automation, and permissions.
Test dataConsultant Discovery
What Salesforce consultants should review before recommending cleanup, remediation, access changes, automation work, or managed services onboarding.
Consultant discoveryWhy Salesforce consultants should use diagnostic workbooks before client cleanup, access review, automation changes, and admin handoff, and how to position them with clients.
Consultant discoveryHow Salesforce consultants use structured diagnostic workbooks for first-pass client discovery before cleanup, access review, automation changes, or onboarding.
Consultant workbookTool & Comparison Guides
What specific Salesforce audit tools, inventory tools, and diagnostic tools should surface, and how they compare.
What a Salesforce field audit tool should surface before field cleanup: fill rates, hidden populated fields, FLS visibility, layout coverage, and multi-signal review candidates.
Field auditWhat a Salesforce permission audit tool should surface: object permissions, FLS exposure, permission set sprawl, over-privileged access, and review signals before changing access.
Permission auditWhat a Salesforce automation inventory tool should surface: Flows, Apex, validation rules, approval processes, and automation count by object before changing anything.
Automation inventoryWhat a Salesforce metadata audit covers: fields, objects, permissions, automation, and layout structure, and how to use metadata review signals before cleanup or change work.
Metadata auditWhat a Salesforce org assessment covers before cleanup, handoff, or a consultant engagement: fields, permissions, automation, and record readiness as first-pass discovery artifacts.
Org assessmentHow KeelCadence diagnostic workbooks differ from Salesforce Optimizer, structured XLSX output for field cleanup, access review, automation inventory, and record readiness.
Tool comparisonWhat to run before Salesforce admin cleanup: field inventory, fill rates, hidden populated fields, FLS exposure, and automation references, review signals that make cleanup decisions defensible.
Admin cleanupWhat a Salesforce user access review covers: profile permissions, permission set sprawl, FLS exposure, and over-privileged access patterns before changing user access.
User access reviewWhat a Salesforce Flow inventory tool should surface: Flow types, active vs. inactive status, trigger conditions, and object context before adding, modifying, or deactivating Flows.
Flow inventoryHow Salesforce consultants use structured diagnostic workbooks for first-pass client discovery before cleanup, access review, automation changes, or onboarding.
Consultant workbookA factual comparison of KeelCadence and Config Workbook for Salesforce org review — architecture, pricing model, and coverage, sourced from each vendor's own site.
Tool comparisonA factual comparison of KeelCadence and Elements.cloud for Salesforce org review — point-in-time diagnostics vs. continuous change-intelligence platform, sourced from each vendor's own site.
Tool comparisonOrg Documentation & Handoff
Document field metadata, automation, permissions, and org structure before an admin transition, handoff, or client onboarding.
Field utilization, layout coverage, hidden populated fields, cleanup review candidates, record-type usage, and supported reference signals.
Use when: You inherited a messy schema, need field cleanup, or do not know which fields are actually populated.
Profiles, permission sets, object permissions, FLS exposure, and user-assignment patterns.
Use when: You need an access review before cleanup, admin handoff, security review, or permission changes.
Available automation metadata across Flows, Apex, triggers, validation rules, approval processes, and legacy automation where available.
Use when: You inherited automation and need to understand what exists before making changes.
Selected-object readiness signals for imports, UAT, migrations, bulk updates, and record operations.
Use when: You are preparing imports, UAT, test data, migrations, bulk updates, or object changes.
Detected references across Apex, Flows, Workflow Rules, Validation Rules, formula fields, Reports, and Page Layouts for the custom fields on one selected object.
Use when: You are about to change, retire, or clean up a field and need reference evidence first.
KeelCadence helps Salesforce admins, consultants, architects, and RevOps teams run focused, read-only diagnostics before cleanup, access review, automation changes, imports, UAT, client discovery, or handoff work. Start with a free on-screen summary, then download a structured XLSX workbook when you need findings, evidence, validation notes, and review tracking.
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