Flows, Apex classes, Apex triggers, validation rules, and approval processes in one consolidated inventory. Know what automation exists, and what duplicates it, before you change anything.
| Type | Item 1 | Item 2 | Similarity % | Confidence |
|---|---|---|---|---|
| FlowAnnotated row: Flagged: 91% name/structure similarity with Lead_Routing_FINAL — likely duplicate automation. | Lead_Routing_v2 | Lead_Routing_FINAL | 91% | High |
| Apex Trigger | AccountTrigger | AccountTriggerHandler | 62% | Medium |
| Validation Rule | Opp_Amount_Check | Opp_Amount_Check2 | 96% | High |
| Approval Process | Update_Owner | Update_Owner_Old | 79% | Medium |
| Flow | Case_Assign | Case_Assignment_New | 84% | High |
| Flow | Quote_Sync | Quote_Sync_Copy | 88% | High |
Flagged: 91% name/structure similarity with Lead_Routing_FINAL — likely duplicate automation.
Every automation type in one workbook, one sheet each, plus the analysis layers on top. Frozen headers, auto-filter on, and a Legend for every flag.
Summary counts across every automation type in the org.
Key patterns and risks across the org's automation, with severity per finding.
Composite 0 to 100 automation health score.
Prioritized action items with business risk, effort, and owner columns.
Similarly named automations grouped with a similarity score and review confidence.
One row per Flow with status and object scope.
One row per Apex class.
One row per trigger with object scope.
One row per validation rule with status.
One row per approval process.
Automation counts per object, so you can see where logic concentrates.
A pre-populated checklist, one row per finding, with Status and Owner columns to fill in.
Definitions for every status band and flag in the workbook.
Plus a branded Cover sheet with the run date and audit scope.
An admin inheriting an overgrown org ran the inventory before touching a single Flow. The workbook catalogued every automation, flagged likely duplicates, and mapped where logic concentrates by object.
Findings are review candidates. Legacy candidates went into the Review Tracker for validation before any deactivation.
Run it on your orgEvery Flow, Apex class, trigger, validation rule, and approval process in one read-only inventory.
Open your Salesforce org in the browser. No install, no Connected App.
Read-only checks run in your active session. Findings appear on screen.
Counts, risks, and flagged items, before any payment.
Pay $149 once and keep the full 14-sheet XLSX workbook.
Yes. A sample workbook with fictitious, anonymized demo data is available for download on this page before you connect an org or purchase.
Most audits complete in under two minutes. Collection time depends on the size of your org and the number of objects or fields selected.
System Administrator profile is recommended for complete results. Lower-permission users may receive partial results, since only objects and fields your profile can read are included in the audit.
Yes. The inventory catalogs available automation metadata with status, so inactive Flows, rules, and processes appear alongside active ones.
No. The workbook is review-only. KeelCadence diagnostics do not write records, modify metadata, install a package, or create a Connected App.
Field metadata, object schema, and usage exposure. All fields, all objects.
$99View sample workbookProfile and permission set matrix with FLS per field, per permission set. Run before touching access.
$249View sample workbookSelected-object readiness before imports, bulk updates, UAT, migrations, or test-data setup.
$149View sample workbookDetected references within evaluated coverage for the custom fields on one selected object.
$149View sample workbookRun the free summary now. No install, no account, no writes to the org. Pay only if the findings earn the workbook.
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