Know Your Org
Before You Move It

Comprehensive Salesforce audits covering data quality, security, compliance, performance, and schema complexity. Built with the same rigor as enterprise tools, without the enterprise price tag.

Blind Migrations Fail

Most migration projects discover data quality issues, security gaps, and compliance problems after they've already started. By then, it's expensive to fix.

Data Quality Surprises

Empty required fields, invalid picklist values, orphaned records, and duplicate data discovered mid-migration. Each one a potential showstopper.

Security Blind Spots

Inactive users with permissions, excessive admin access, exposed PII fields. Problems you inherit if you don't find them first.

Complexity Explosions

500 custom fields, 200 Apex classes, 50 Flows. Understanding the true complexity before you commit prevents budget overruns.

Enterprise-Grade Analysis

The same thoroughness as Salesforce Shield and Own Secure, built into our Rust-powered tooling. Faster, cheaper, and you own the results.

Data Quality

Clean Data, Clean Migration

We analyze every object for data quality issues that would cause problems in your target system. Not sampling—complete analysis.

  • Required field completeness audit
  • Picklist value validation
  • Duplicate detection (exact & fuzzy matching)
  • Email, phone, URL format validation
  • Date sanity checks (future dates, ancient records)
  • Orphan records (broken lookups)
  • Records owned by inactive users
  • Field population rates by object
// Sample Data Quality Finding
{
  "id": "DQ-REQ-Contact-Email",
  "severity": "warning",
  "category": "Data Quality - Required Fields",
  "title": "Contact.Email missing in 2,847 records",
  "object": "Contact",
  "count": 2847,
  "remediation": "Populate emails before migration"
}
Security

Access Control Analysis

Comprehensive security audit covering user access, permissions, and authentication. Find the gaps before they become breaches.

  • Inactive users with permission assignments
  • MFA enforcement verification
  • API access audit (who has it, who needs it)
  • System Administrator count analysis
  • Permission set sprawl detection
  • Failed login pattern analysis
  • Connected app / OAuth token audit
  • Public group complexity review
// Sample Security Finding
{
  "id": "SEC-ADMIN-COUNT",
  "severity": "warning",
  "category": "Security - Privileged Access",
  "title": "23 System Administrators",
  "description": "Principle of least privilege recommends minimizing admin access",
  "count": 23,
  "remediation": "Review admin users and migrate to custom profiles"
}
Compliance

Regulatory Readiness

PII/PHI detection, field history tracking gaps, and data retention analysis. Essential for GDPR, CCPA, and HIPAA compliance.

  • PII field detection (SSN, DOB, financial data)
  • PHI field detection (HIPAA sensitive)
  • Credential/secret field warnings
  • Shield Platform Encryption audit
  • Field history tracking coverage
  • Setup audit trail analysis
  • Data retention policy review
  • Org-wide sharing default assessment
// Sample Compliance Finding
{
  "id": "COMPL-PII-DETECTED",
  "severity": "warning",
  "category": "Compliance - Data Classification",
  "title": "47 potential PII fields detected",
  "samples": [
    "Contact.SSN__c",
    "Account.Tax_ID__c",
    "Lead.Date_of_Birth__c"
  ],
  "remediation": "Review for encryption and retention"
}
Schema & Metadata

Complexity Mapping

Full inventory of your customizations: objects, fields, Apex, Flows, triggers, validation rules. Know exactly what you're migrating.

  • Custom object inventory and classification
  • Wide object detection (200+ fields)
  • Apex class complexity & LOC analysis
  • Flow automation inventory
  • Trigger audit with object mapping
  • Validation rule count
  • Legacy automation detection (Workflow, Process Builder)
  • Managed package audit
// Sample Schema Finding
{
  "id": "SCHEMA-APEX-HIGH",
  "severity": "warning",
  "category": "Schema - Custom Code",
  "title": "247 Apex classes (42,000 LOC)",
  "description": "Significant code review needed for migration",
  "object": "ApexClass",
  "count": 247,
  "remediation": "Document business logic for recreation"
}
Performance

Scale Assessment

Large data volumes, wide objects, governor limit proximity. Know your performance constraints before they become migration blockers.

  • Large data volume detection (1M+ records)
  • Wide object analysis (400+ fields)
  • Storage utilization estimates
  • Skinny table candidates
  • Custom index recommendations
  • Async Apex job health
  • Batch Apex usage patterns
  • Governor limit proximity warnings
// Sample Performance Finding
{
  "id": "PERF-LDV-CRITICAL",
  "severity": "critical",
  "category": "Performance - Large Data Volume",
  "title": "3 objects exceed 10M records",
  "samples": [
    "Task: 47M records",
    "Activity: 23M records",
    "Custom_Log__c: 12M records"
  ],
  "remediation": "Plan bulk API with archival strategy"
}

Enterprise Features, Independent Delivery

The same audit capabilities as the major players, without the vendor lock-in or ongoing subscription costs.

Capability Colby's Audit Suite Own Secure Salesforce Shield
Data Quality Audits Full Full Limited
Security Analysis Full Full Full
PII/PHI Detection Included Included Included
Schema Complexity Full Basic No
Performance Analysis Full Limited Limited
Migration Readiness Yes Limited No
One-Time Assessment Yes Subscription Subscription
Report Ownership Yours Forever Platform Access Platform Access

Actionable Intelligence

Not just findings—a prioritized remediation roadmap with specific guidance for each issue.

audit-report.json
{
  "summary": {
    "score": 67,
    "health_status": "Fair",
    "critical_count": 3,
    "warning_count": 12,
    "info_count": 28,
    "modules_run": ["Data Quality", "Security", "Schema", "Compliance", "Performance"]
  },
  "recommendations": [
    {
      "priority": 1,
      "title": "Address 3 Critical Issues Before Migration",
      "effort": "High",
      "impact": "Migration Blocker"
    },
    {
      "priority": 2,
      "title": "Data Cleanup Project - 12 Quality Issues",
      "effort": "Medium",
      "impact": "Data Integrity"
    }
  ],
  "findings": [/* 43 detailed findings with remediation... */]
}
0-100
Health Score
Prioritized
Remediation Roadmap
JSON + MD
Export Formats
Yours
Forever

From Connection to Clarity

1

Connect Your Org

Provide read-only access via SF CLI. We never modify your data.

2

Automated Analysis

Our Rust-powered tools analyze schemas, run queries, and detect issues.

3

Expert Review

Human analysis of findings, false positive filtering, priority assignment.

4

Deliverables

Comprehensive report, remediation roadmap, and review session.

Know Before You Go

Get a complete picture of your Salesforce org's health before committing to a migration. No surprises. No scope creep.

Schedule Your Assessment tyler@colbysdatamovers.com