Quick Start
Start monitoring from a real baseline.
Connect the client org, build the first readout, then move into monitoring and drift follow-up.
Preview the first readout
Review the sample First 30 Minutes Brief before authorizing Salesforce.
Activation path
Each step reflects the current workspace state. Blocked steps stay visible so the next prerequisite is clear.
Preview the first readout
Review the sample First 30 Minutes Brief before authorizing Salesforce.
Choose the job
Pick admin cleanup, client kickoff, or returning workspace work.
Connect Salesforce
Authorize the production org or sandbox that should produce the readout.
Build the baseline
Sync Salesforce evidence so the first readout is grounded in current metadata.
Confirm evidence is ready
Use the fresh baseline as the source for Overview, Evidence, Metrics, Planner, and Work.
Generate the First 30 Minutes Brief
Create the first readable org artifact for the active admin or consultancy job.
Review the highest-risk path
Select the highest-confidence risk path and keep the first workflow focused on it.
Inspect the evidence
Open the graph or metrics source path before planning or requesting help.
Create a work item
Persist the finding so it can move through Planner, Work, or managed support.
Request managed help
Package the finding into an evidence-backed work request.
Draft the work order
Turn the work request into a delivery-ready Salesforce work order.
Keep the org moving
Use monitoring, share links, or a follow-up review to keep evidence current.