What to include in a Salesforce org assessment

Choose the processes that need attention: lead assignment, opportunity progression, forecasting, case handling or another defined workflow. Identify the users, the current friction and the evidence that would show an improvement. A platform inventory alone does not answer whether the process works.

• Process owners, user groups and the reports they rely on.
• An automation inventory, including dependencies between flows, code and integrations.
• Access and permission requirements for the users in scope.
• Data-quality concerns, ownership rules and agreed reporting definitions.
• Release environments, testing arrangements and current support responsibilities.

Illustrative example, not a client result: two pipeline reports show different totals because they use different opportunity-stage definitions. The first action is to agree the definition and reconcile a sample. A dashboard rebuild should follow only if it addresses a confirmed remaining requirement.

Before accepting the assessment, check that the backlog distinguishes immediate fixes, business decisions and changes that need further discovery. Agree who can approve and implement each item.