Get from Salesforce connection to first useful action.
Pick the job you need to do. Kicksights routes you to the fastest path: org cleanup, client kickoff prep, or returning workspace work.
Org cleanup and change risk
Find the next safe fix in your own org.
Start with a private Salesforce baseline, see the risky paths, then turn the first finding into a cleanup, access review, or planner action.
Choose this path when You own the org and need a credible first fix without turning cleanup into a research project.
A first fix with evidence, owner context, and confidence.
Kicksights should surface the first high-confidence cleanup candidate with the dependency path, the likely business impact, and the safest next workflow.
Evidence included
- Metadata freshness and selected scope
- Automation, object, and permission dependencies
- Known gaps, confidence, and suggested reviewer
Next decision
Start a cleanup sprint, open an access review, or send the finding to Planner.
Build the baselineFirst 30 Minutes Brief for your Salesforce org.
Preview the first artifact an admin should get after connecting Salesforce: risk paths, evidence, missing context, and the next safe action.
Acme Manufacturing sample org
Built from deterministic sample metadata to show the expected first-session artifact before OAuth.
Metadata sampled
2,418
Objects, flows, fields, Apex, permissions
Risk paths found
5
3 high-confidence paths ready for review
Freshness
12d
Newest linked change in this sample baseline
First risk path
Quote approval can bypass the intended discount gate
A legacy approval branch can route high-discount quotes around the current approval model. That creates pricing, margin, and audit risk before the team changes CPQ or contract flow.
Evidence attached
- Quote_Discount_Exception_Flow references the same approval field as Contract_Approval_Router.
- Two permission-set groups can edit discount overrides without the current manager approval step.
- Last modified metadata is 143 days old, but related price-book rules changed 12 days ago.
Missing context
- Whether finance still owns the manual exception path.
- Whether the sandbox CPQ rules match production.
Next safe action
Confirm owner, freeze discount-gate changes, then send this path to Planner for a phased cleanup.
Baseline first, not a chatbot prompt.
Evidence stays beside every recommendation.
Every finding routes to action.
What happens after you start.
The first session should produce a usable artifact. The path changes by role, but the system always moves from org evidence to an action the team can evaluate.
- 1Connect production or sandboxAuthorize Salesforce through OAuth. No password is stored by Kicksights.
- 2Generate a baselinePull metadata, automation, access, packages, and integration signals into one private readout.
- 3Pick the first fixUse the highest-confidence finding to start Planner, Managed Services, or an internal cleanup sprint.
Use the readout, do not just admire it.
Kicksights should route every first finding into a real workflow: planning, kickoff prep, monitoring, or managed-services follow-through.
Need a guided recommendation?
Share the org situation, kickoff timeline, or support motion. Kicksights can point you to the quickest useful path.