Announcing: Salesforce Exit Assessment Service

The Question Every Executive Asks

"What would it actually take to leave Salesforce?"

It's a fair question. But when they ask their Salesforce admin, consultant, or architect, the answer is usually: "I don't know. Let me get back to you."

Three months later, they're still waiting for an answer.

The problem isn't that people don't want to provide an answer. It's that calculating exit feasibility requires analyzing dozens of variables across metadata, data, integrations, and customizations. Most organizations don't have the tools—or the time—to do this analysis rigorously.

That changes today.

Introducing: Salesforce Exit Assessment

We've built a comprehensive assessment service that analyzes your Salesforce org and delivers a detailed exit feasibility report in 5-7 business days.

No guesswork. No hand-waving. Just data.

What We Analyze

Our assessment examines six critical dimensions:

1. Data Volume & Complexity

• Total record count across all objects
• Storage utilization (data, files, big objects)
• Relationship depth (how many hops to traverse your data model)
• External ID coverage (can you reliably map records to external systems?)

2. Schema Complexity

• Custom objects, fields, and relationships
• Standard object customizations
• Record types, picklists, and formula fields
• Relationship graph complexity (master-detail, lookups, self-referential)

3. Customizations

• Apex classes, triggers, and test coverage
• Lightning Web Components and Aura components
• Visualforce pages and controllers
• Flows, Process Builder, and Workflow Rules
• Validation rules and duplicate rules

4. Integrations

• Connected apps and OAuth configurations
• API usage patterns (REST, SOAP, Bulk)
• Platform Events and Change Data Capture publishers/subscribers
• Outbound messages and callouts
• Middleware platforms (MuleSoft, Jitterbit, Workato, etc.)

5. Managed Packages

• Installed packages and dependencies
• Package version currency
• Custom metadata and settings
• Data locked in package namespaces

6. Data Quality

• Duplicate record analysis
• Orphaned records (broken lookups)
• Missing required data
• Data distribution and skew

The Output: Your Exit Feasibility Report

Within 5-7 business days, you receive a comprehensive report that includes:

Executive Summary

One-page overview with three key metrics:

• Complexity Score (0-100): How difficult is your exit?
• Estimated Timeline: Realistic migration duration
• Estimated Cost Range: What you should budget

Detailed Analysis

Migration Scenarios

We model three paths forward:

1. Optimize & Stay: Cost reduction strategies without leaving Salesforce
2. Partial Exit: Migrate specific workloads, keep others in Salesforce
3. Full Exit: Complete migration to alternative platform(s)

Each scenario includes timeline, cost estimate, risk assessment, and ROI projection.

Complexity Score Breakdown

Your Complexity Score is a weighted calculation:

Complexity Score =
  (Data Volume × 20%)
  + (Schema Complexity × 25%)
  + (Custom Code × 20%)
  + (Integrations × 15%)
  + (Data Quality × 10%)
  + (Managed Packages × 10%)

Score Interpretation:

• 0-30: Low complexity. Exit feasible in 6-9 months for $300K-$800K
• 31-60: Moderate complexity. 9-15 months, $800K-$2M
• 61-80: High complexity. 15-24 months, $2M-$5M
• 81-100: Extreme complexity. 24+ months, $5M+. Optimization may be better path.

Sample Assessment: Manufacturing Company

Let me walk you through a real example (anonymized).

Company Profile:

• Manufacturing/distribution, $450M annual revenue
• 500 Salesforce users across Sales, Service, and custom applications
• 8-year Salesforce customer, annual spend $1.2M

Assessment Findings:

Data Volume Summary

Customizations Breakdown

Integration Analysis

• 8 active integrations: ERP (SAP), WMS, eCommerce, Marketing Automation, BI Platform, Data Warehouse, CPQ, Field Service
• API Usage: 2.1M calls/month (well under limits)
• Middleware: MuleSoft Anypoint Platform (12 integration flows)
• Real-time sync: Platform Events to Data Warehouse (3 event types)

Complexity Score: 58/100

Breakdown:

• Data Volume: 7/10 (Moderate - 8M records manageable but not trivial)
• Schema Complexity: 6/10 (142 custom objects, 6-level depth)
• Custom Code: 5/10 (12K LOC Apex, mostly well-tested)
• Integrations: 6/10 (8 integrations, mostly via MuleSoft)
• Data Quality: 4/10 (Some duplicates, mostly clean)
• Packages: 3/10 (Few managed packages, minimal lock-in)

Exit Scenarios

Scenario 1: Optimize & Stay

• Right-size licenses (reduce from 500 to 380 active users)
• Archive 4 years of historical data
• Decommission unused custom objects and fields
• Timeline: 3 months
• Cost: $150K (consulting + cleanup)
• Annual savings: $240K

Scenario 2: Full Exit to Microsoft Dynamics 365

• Migrate core Sales and Service functionality
• Rebuild 8 integrations
• Rewrite business logic (12K LOC Apex → C# plugins/Power Automate)
• Timeline: 14 months
• Cost: $1.4M (migration + licenses + consulting)
• Annual run rate: $480K (vs. $1.2M current)
• 5-year savings: $2.2M

Their Decision: They chose Scenario 2. Migration kicked off in June 2024, target go-live Q3 2025.

What Makes Our Assessment Different

1. Depth of Analysis

We don't just count objects and records. We analyze:

• Cyclomatic complexity of Apex code
• Integration dependency graphs
• Data quality distribution across objects
• Relationship traversal patterns

2. Real Cost Modeling

Our estimates are based on actual migration data, not back-of-napkin guesses. We've tracked costs across 40+ enterprise migrations and use that data to build realistic cost models.

3. Multiple Scenarios

We don't assume exit is always the right answer. Sometimes optimization makes more sense. We model both paths so you can make an informed decision.

4. Architect-Level Insights

Every assessment includes architectural recommendations based on Salesforce Well-Architected principles and real-world migration experience.

The Assessment Process

Step 1: Initial Consultation (30 minutes)

We discuss your situation, goals, and timeline. No pressure, no sales pitch—just context gathering.

Step 2: Org Access

You grant us read-only API access to your Salesforce org. We use this to pull metadata and analyze your configuration. We never access or export your data—only metadata.

Step 3: Automated Analysis (24-48 hours)

Our assessment engine analyzes your org across all six dimensions. This is fully automated—no manual counting or spreadsheet wrangling.

Step 4: Report Generation & Review (3-5 days)

Our team reviews the automated findings, validates calculations, and builds your custom exit feasibility report.

Step 5: Results Presentation (60 minutes)

We walk through the report with your team, answer questions, and discuss next steps. This is a collaborative session—bring your technical leads, finance stakeholders, and decision-makers.

Pricing

Standard Exit Assessment: Contact us for pricing

What's included:

• Comprehensive analysis across all six dimensions
• Written report (30-50 pages typical)
• Three exit scenarios with cost modeling
• 60-minute results presentation
• 30 days of Q&A support post-delivery

Add-ons available:

• Multi-org assessment (for enterprises with multiple Salesforce instances)
• Integration deep-dive (detailed mapping of all integration points)
• Target platform selection workshop
• Board-level presentation deck

Who Should Get an Assessment?

You should consider an exit assessment if:

• Your Salesforce spend exceeds $500K/year and you're questioning ROI
• You're facing a renewal decision and want leverage in negotiations
• M&A activity has created org sprawl you can't manage
• Your business model has changed and Salesforce no longer fits
• Executive leadership is asking "what would it take to leave?"
• You're evaluating strategic alternatives and need real numbers

You should not get an assessment if:

• You're happy with Salesforce and not considering alternatives
• Your Salesforce implementation is less than 2 years old (too early to exit)
• You don't have executive buy-in for exploring alternatives

What Happens After the Assessment?

That's entirely up to you. There's no obligation to proceed with us—or to exit at all.

Some clients use the assessment to:

• Negotiate better renewal terms with Salesforce (armed with exit feasibility data)
• Build a business case for optimization vs. exit
• Plan a phased migration over 18-24 months
• Validate their gut feeling that Salesforce is (or isn't) the right platform
• Make an informed decision backed by data, not guesses

Real Client Feedback

"The assessment gave us exactly what we needed: real numbers. We went into our Salesforce renewal with exit feasibility data and negotiated a 35% reduction. The assessment paid for itself 10x over."

"We thought we were trapped. The assessment showed us a path out—and gave us the confidence to execute. 14 months later, we're running on Microsoft Dynamics at half the cost."

"We didn't exit. But the assessment identified $680K in annual waste we eliminated through optimization. Best consulting dollar we ever spent."

Ready to Get Started?

If you're serious about understanding your exit options—or just want to know what it would take—let's talk.

We'll start with a 30-minute consultation to understand your situation. No pressure. No sales pitch. Just a conversation.

If an assessment makes sense, we'll scope it properly and get you a proposal within 48 hours.

If it doesn't make sense, we'll tell you that too.