A technical check of your Salesforce org
Our AI agents scan the org and a senior consultant reviews every finding. The scan follows the Salesforce Well-Architected framework.
What we do
We run a technical scan of your Salesforce org. Our AI agents do the reading and a senior consultant checks every finding against the three pillars of the Salesforce Well-Architected framework, then turns them into a roadmap.
- Trusted Is the org secure, compliant and reliable? We look at access and sharing, how personal data is protected, and what breaks at a release or under load.
- Easy Is it intentional, automated and engaging? We check that the design is deliberate, that automation helps instead of getting in the way, and that screens make sense to the people using them.
- Adaptable Is it resilient and composable? We look at how well the org copes with change, and whether it is built in parts you can change one at a time.
- Prioritised roadmap Every finding becomes a recommendation, ranked by impact, so you know what to fix first.
How the audit runs
Our AI agents read the org, a senior consultant decides what goes in the report.
- Sandbox accessWe work in a sandbox, never in your production org.
- Agents scanConfiguration, code, automation, data model and security settings.
- Consultant reviewEvery finding checked against the three Well-Architected pillars.
- RoadmapRecommendations ranked by impact, so you know what to fix first.
- ReadoutWe walk your team through it. The plan is yours.
Related cases
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Questions we get on calls
Do you need access to our production org?
No. We only work in a sandbox. Our AI agents read the configuration, code and automation there, never in your production org.
What do the AI agents actually do?
They do the heavy reading: metadata, code, automation, data model, usage. A senior consultant reviews everything they find and decides what goes in the plan.
Do we have to work with you after the audit?
No. The plan is yours. Many clients continue with us to fix or build, but the audit stands on its own.
Is this only for orgs in trouble?
No. It is just as useful before a big project, before adding AI agents, or when you take over an org from another partner.
Which AI tools do you use, and is our data used to train models?
Our team works with Claude, by Anthropic, under Novera's Claude Team plan, covered by Anthropic's standard Data Processing Addendum, which includes the EU Standard Contractual Clauses. Data from our Team plan is never used to train models. When your company asks us to use its own AI tools, we work inside them.
What happens to our data after the audit?
On request, at the end of the audit we delete your data and our conversations about it, and can give you a signed deletion certificate.
How healthy is your Salesforce org?
Tell us a bit about your org. We will tell you how we would approach the audit and what you can expect from it.
