INDEPENDENT SALESFORCE ORG REVIEW

Salesforce Architecture Assessment

Know what your org does well, what it lacks, and what to fix first.

An independent, architect-led review of your Salesforce org. Read-only. Nothing installed. Nothing changed.

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Fit

Is this for you?

This assessment fits teams at a turning point:

  • Your org has grown for years and no one has the full picture anymore.
  • A project failed, or an implementation partner left, and you need an outside opinion.
  • You are planning AI, Agentforce, or a major integration and need to know if your foundation can carry it.
  • A new leader wants an honest read on the org before committing budget.
Scope

What we review: six frameworks

Every assessment covers the same six areas, so nothing gets skipped.

Data architecture

Objects, relationships, data model design, and data quality.

Sharing and security

Profiles, permission sets, roles, sharing model, and visibility.

Identity and access

Authentication, SSO, connected apps, credentials, and API access.

Automation and code

Flows, Apex, triggers, LWC, and custom development quality.

Integrations and deployment

External systems, APIs, release process, and environments.

Monitoring and governance

Event monitoring, audit posture, managed packages, and technical debt.

Know your problem is specifically access, identity, and sharing? The Org Access Assessment goes deep on just that.

Want ongoing oversight rather than a one-time verdict? The Fractional Architecture and Governance Advisory keeps architecture decisions reviewed as they come up.

What you keep

What you receive

  • A current-state assessment with findings rated by risk and effort.
  • Prioritized recommendations and a target-state architecture.
  • A short-term and long-term roadmap.
  • A one-page executive summary, presented live with Q&A.

Your executives get the summary. Your admins and developers get the details. Both can act on it.

See a sample report excerpt (PDF).

Process

How it works

  1. Kickoff. A short call to understand your business, your pain points, and your goals. You grant read-only access.
  2. Assessment. We review your org from the outside through read-only APIs. Your team keeps working. Nothing is installed and nothing changes.
  3. Readout. You get the full report and a live walkthrough of the findings, the roadmap, and the first three things to fix.

Fixed price, scoped to your org. We size it on a short call, then send you a firm number.

Credibility

Why Aetrum

  • Led by an architect with 15+ years on the Salesforce platform and five Salesforce certifications, three at architect level: Application Architect, Sharing and Visibility Architect, and Platform Data Architect.
  • Experience across media, financial services, healthcare quality, nonprofits, state government, and federal contracting.
  • Architected the AOL and Yahoo Salesforce org merger, including data migration.
  • Owned 14+ integrations to and from Salesforce in a high-volume consumer environment.
  • Led security, event monitoring, and governance programs aligned to enterprise security and GDPR requirements.

We assess from outside your org through read-only APIs.

Nothing is installed in your org, and nothing changes. Most firms cannot say that.

Get a clear picture of your org

A 30-minute call is enough to tell you if this assessment fits.

Schedule a Call