Exit Assessment

Know Before You Go.

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.

Scope

What We Assess

We audit six dimensions of your Salesforce org to build a complete exit picture.

Data Volume & Complexity

Total records, object count, custom objects, field count, data types, attachment volume, and storage consumption. We quantify exactly how much data needs to move.

Integration Map

Connected apps, middleware, external IDs, API consumers, scheduled jobs, and third-party sync dependencies. Everything that touches your org gets documented.

Schema Analysis

Relationship graphs, lookup chains, junction objects, polymorphic references, and field dependencies. We map the structure that holds your data together.

Compliance & Audit

Field history tracking, audit trails, sharing rules, and data retention policies. We identify what's subject to regulatory requirements and what must be preserved.

Automation Inventory

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.

Cost Comparison

Current Salesforce spend, projected destination costs, migration investment, and break-even timeline. The numbers, not the narratives.

Deliverable

What You Get

A detailed report with specific numbers, not a slide deck full of quadrants.

Assessment Report Contents

  • Complete org inventory with object, field, and record counts
  • Data complexity score with specific risk factors identified
  • Integration dependency map with criticality ratings
  • Automation catalog with migration difficulty per item
  • Compliance requirements and data retention obligations
  • Cost comparison: staying vs. leaving over 3 and 5 years
  • Estimated migration timeline with phasing options
  • Resource requirements (your team + ours)
  • Risk register with mitigation strategies
  • Go/no-go recommendation with supporting rationale
# 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
Process

How It Works

1

Kickoff Call

30-minute call to understand your goals, timeline, and destination system (if known). We scope the assessment and sign mutual NDA.

2

Read-Only Access

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.

3

Deep Analysis

Over 1-2 weeks, we analyze schema complexity, map integrations, catalog automations, and build the cost model. We flag risks as we find them.

4

Report Delivery

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

An Honest Assessment

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.

Frequently Asked Questions

Do we need to know our destination system?
No. The assessment is destination-agnostic. We analyze what you have and what it takes to extract it. If you've already chosen a destination, we can factor that into the timeline estimate.
Will the assessment disrupt our Salesforce org?
No. We use read-only API access. No data is modified, no records are created, no configurations are changed. Your users won't notice we're there.
What if the recommendation is "don't leave"?
Then you have a detailed inventory of your org and a clear understanding of what an exit would cost. That knowledge is valuable regardless—especially at contract renewal time.
Can we share the report with our board or leadership?
Absolutely. The report is designed to be readable by both technical and executive audiences. It's your deliverable to use as you see fit.
How is data handled during the assessment?
We follow the same data security standards we use for full migrations. Dedicated encrypted storage, chain of custody, and secure deletion after the engagement ends.

Ready to Get the Full Picture?

A 2-3 week assessment now saves months of surprises later. Start with a 30-minute kickoff call.

Request an Assessment tyler@colbysdatamovers.com