An org assessment is the structured review that comes before decisions. Before cleanup, before a consultant engagement, before an admin handoff — you need a documented baseline of what the org contains and what risks exist. KeelCadence produces first-pass discovery workbooks for four of those areas.
Read-only diagnostics · Review-ready workbooks · No package install · No Connected App
The most common failure mode in Salesforce change work is not a technical mistake — it is a missing-context mistake. A cleanup project removes a field that was quietly being written to by an integration. A permission change removes access that a small team was relying on. An automation change triggers a conflict with a validation rule that nobody remembered existed.
A structured org assessment before the change work reduces those risks. It does not eliminate them — metadata review has inherent limits — but it changes the conversation from "we assumed it was unused" to "we reviewed the available signals and documented our rationale."
An assessment is not permission to proceed. It is the information you need to decide whether proceeding is the right move.
An org assessment earns its value when it happens before a decision is locked in — not as a post-mortem after something breaks. These are the moments where a documented baseline changes the outcome.
A thorough assessment is broader than any single workbook. Use this as a grouped checklist of review areas — work through the ones that match your scope, and document what you find in each before you change anything.
KeelCadence workbooks surface read-only diagnostic signals for the field, permission, automation, and record-readiness areas above. Business-context, integration mapping, and governance decisions still require human review.
Relevant Workbook
The starting point for most org assessments — field inventory, fill rates, hidden populated fields, layout coverage, and FLS visibility across selected objects.
A field-level view gives you the data model picture. A permission review adds the access layer. An automation inventory adds the change-risk layer. An impact awareness check adds the object-readiness layer for imports and UAT. Each workbook is independent — run as many as your assessment scope requires.
Both approaches end in human judgment. The difference is how long it takes to reach a documented baseline and how consistent that baseline is across objects and runs.
| Dimension | Manual org review | Diagnostic workbook review |
|---|---|---|
| Time to baseline | Hours to days of clicking through setup, screen by screen | A read-only session produces a structured XLSX workbook |
| Consistency | Varies by reviewer and how tired they are by object 40 | Same signals captured the same way across every object |
| Coverage | Easy to miss hidden populated fields or inactive automation | Surfaces fill rates, FLS, and inventory in one pass |
| Output | Notes and screenshots that go stale quickly | A shareable workbook you can sort, filter, and hand off |
| Repeatability | Re-running means starting the clicking over again | Re-run any time to compare against the prior baseline |
| What it cannot do | Both still require human judgment on business context | Both stop at evidence — neither writes changes to Salesforce |
A workbook does not replace the reviewer — it removes the manual collection step so the reviewer spends their time on judgment instead of data gathering.
KeelCadence Field & Object Audit is the first diagnostic for most org assessments — field inventory, fill rates, cleanup candidates, and FLS visibility in a review-ready XLSX workbook.
Opens audit.keelcadence.com. Best run from desktop, since the diagnostic uses your active Salesforce browser session. On mobile, view the sample workbook or save this page for later.
Read-only · No package install · No Connected App setup · No Salesforce writes
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