Before you commit to leaving Salesforce, you need to know what you're dealing with. Our exit assessment gives you the full picture-complexity, risk, timeline, and an honest recommendation on whether exit makes sense for your organization.
We audit six dimensions of your Salesforce org to build a complete exit picture.
Total records, object count, custom objects, field count, data types, attachment volume, and storage consumption. We quantify exactly how much data needs to move.
Connected apps, middleware, external IDs, API consumers, scheduled jobs, and third-party sync dependencies. Everything that touches your org gets documented.
Relationship graphs, lookup chains, junction objects, polymorphic references, and field dependencies. We map the structure that holds your data together.
Field history tracking, audit trails, sharing rules, and data retention policies. We identify what's subject to regulatory requirements and what must be preserved.
Flows, Process Builders, Apex triggers, validation rules, and workflow rules. Every piece of business logic that lives inside Salesforce and would need to be replicated.
Current Salesforce spend, projected destination costs, migration investment, and break-even timeline. The numbers, not the narratives.
A detailed report with specific numbers, not a slide deck full of quadrants.
# Sample Assessment Summary Org: Acme Foundation Assessed: 2026-01-15 Data Profile Objects: 47 standard, 23 custom Total Records: 4.2M Attachments: 312 GB (ContentVersion) Field History: 890K records Integrations Connected Apps: 8 API Consumers: 3 (Mailchimp, Stripe, Zapier) Sync Frequency: Real-time (2), Daily (1) Complexity Lookup Chains: 12 (max depth: 4) Junction Objects: 6 Apex Triggers: 14 Flows: 31 Risk Score: MODERATE Est. Timeline: 4-6 months Recommendation: PROCEED WITH PLANNING
30-minute call to understand your goals, timeline, and destination system (if known). We scope the assessment and sign mutual NDA.
We request read-only API access to your org. No data is modified. We run automated analysis using our tooling to inventory objects, relationships, and metadata.
Over 1-2 weeks, we analyze schema complexity, map integrations, catalog automations, and build the cost model. We flag risks as we find them.
You receive the full assessment report. We walk through findings in a 60-minute review session, answer questions, and discuss next steps.
Timeline: 2-3 weeks from kickoff to delivery
Requires: Read-only API access, 90 minutes of your time total
We've told organizations not to leave Salesforce. If your org is well-configured, your team is productive, and the cost structure works-staying is the right call. We don't manufacture reasons to migrate.
We've also told organizations they need to leave sooner than planned. If your Salesforce contract is renewing in 6 months and your org has 15 years of data, 40 integrations, and no documentation-you need to know that now, not after you've signed another 3-year agreement.
The assessment is designed to give you the information to make the right decision. Not our decision. Yours.
A 2-3 week assessment now saves months of surprises later. Start with a 30-minute kickoff call.
Request an Assessment tyler@colbysdatamovers.com