KeelCadence provides self-serve Salesforce diagnostic tools and org health reports. This page explains how the tools work, what they access, and what they do not access. For data collection and privacy details, see the Privacy Policy.
KeelCadence uses a browser-session-based connection so admins can run a diagnostic without installing a package, creating a Connected App, granting a long-lived OAuth refresh token, or giving KeelCadence persistent Salesforce access. The session is used only to read the metadata and aggregate signals needed for the diagnostic workbook. It does not create, update, or delete Salesforce records.
KeelCadence is designed for metadata-based Salesforce diagnostics. The tools review configuration, metadata, permission structures, automation metadata, and aggregate counts where needed for diagnostic scoring.
KeelCadence does not export customer records, files, attachments, emails, Chatter content, or transactional data. Reports are built to show diagnostic evidence, review candidates, scoring, recommendations, and remediation tracking without exposing individual Salesforce record values.
| Data Type | Used by KeelCadence? | Exported in Reports? | Notes |
|---|---|---|---|
| Salesforce metadata | Yes | Yes, where relevant | Used for diagnostic structure, fields, objects, automation, and configuration review. |
| Object and field definitions | Yes | Yes | Used to show schema structure, field labels, field types, and review context. |
| Profiles and permission sets | Yes | Yes | Used for permission and FLS review. |
| Object permissions and field-level security | Yes | Yes | Used to identify access patterns and review candidates. |
| Automation metadata | Yes | Yes | Used for Flow, Apex, validation rule, approval process, and readiness review where available. |
| Aggregate counts | Yes, where needed | Yes, as summary metrics | Used for fill rates, usage scoring, object counts, and diagnostic scoring. Individual record values are not exported. |
| Individual Salesforce record values | No | No | KeelCadence does not export row-level customer record data. |
| Salesforce Files and Attachments | No | No | KeelCadence does not download files, attachments, documents, or content bodies. |
| Emails and Chatter content | No | No | KeelCadence does not export emails, Chatter posts, comments, or message content. |
| Transactional customer data | No | No | KeelCadence does not export underlying transactional business data. |
| Salesforce writes | No | No | KeelCadence diagnostics do not create, update, or delete Salesforce data or metadata. |
| OAuth refresh tokens | No | No | KeelCadence does not store persistent Salesforce OAuth refresh tokens. |
| Long-lived Salesforce access tokens | No | No | KeelCadence does not store long-lived Salesforce access tokens. |
KeelCadence workbooks contain diagnostic findings, supporting metadata evidence, review priority, confidence labels where applicable, recommendations, and remediation tracking fields. They are designed to help teams review Salesforce configuration without exposing individual customer record values.
KeelCadence reduces exposure by focusing on metadata and aggregate diagnostic signals, but customers remain responsible for who runs diagnostics, who receives downloaded reports, how reports are stored, and how findings are reviewed before changes are made in Salesforce.
KeelCadence tools are designed for session-based, read-only diagnostics. Access is tied to your active Salesforce browser session and expires when that session ends.
Audit reports and related metadata are retained for up to 90 days, then deleted by automated purge jobs. Deletion removes report files and related database records. To request earlier deletion, email support@keelcadence.com with your Report ID.
No. KeelCadence is a Salesforce metadata diagnostics tool. It reviews configuration, metadata, permission structures, automation metadata, and aggregate counts where needed for scoring. It does not export customer records, files, attachments, emails, Chatter content, or transactional data.
No. Field usage and scoring are based on aggregate counts and metadata signals where needed. Individual record values are not exported into KeelCadence workbooks.
No. KeelCadence does not download Salesforce Files, Attachments, Documents, ContentVersion bodies, emails, Chatter content, or customer file data.
No. KeelCadence diagnostics are read-only. The tools do not create, update, delete, or modify Salesforce records, metadata, permissions, fields, automations, or layouts.
No. KeelCadence reports are first-pass diagnostic workbooks. They provide findings, evidence, review priority, confidence labels where applicable, and recommendations. Admins or consultants should validate findings before making Salesforce changes.
No. KeelCadence runs read-only diagnostics using your active Salesforce session. Session IDs are discarded after the audit completes or fails. No OAuth refresh tokens are stored and no long-lived Salesforce access is retained.
No. KeelCadence does not require a managed package install or Connected App setup.
For security questions, report deletion requests, or product support, contact:
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