See more. Risk less. Do more with what you've already built.
An AI-driven assessment of your Salesforce org, reviewed by senior Salesforce people — so you find out what's actually costing you before you spend another quarter guessing.
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Most orgs don't fail loudly. They just get heavier.
Salesforce rarely breaks outright. It accumulates — a flow here, a permission set there, an integration nobody owns any more. Each decision made sense at the time. Together they're why releases take longer than they used to.
- Nobody has the whole picture. The people who built it have moved on, and the documentation stopped matching reality a while ago.
- You can feel the drag, but can't price it. Technical debt is easy to say and hard to put a number against, so it keeps losing to whatever's on fire.
- Risk sits where nobody's looking. Sharing rules and permissions drift quietly, and you find out during an audit rather than before one.
The pattern Sightline is built to interrupt: complexity compounds while the ability to ship against it declines. Illustrative, not measured.
Six dimensions, scored against your goals.
The scan covers the whole org. These are the six lenses the results get read through — and each comes back with findings you can act on, not a severity label.
An illustrative org. Amber marks the two dimensions that would be picked up first — not the lowest scores, the ones with most business value behind them.
- 01
System Performance
82Response times, bottlenecks, and the experience users actually feel.
- 02
Technical Debt
41What to fix first, and what it's costing you to leave alone.
- 03
Security Vulnerabilities
67Exposure across permissions, sharing rules, and data access.
- 04
Compliance Gaps
71Where the org drifts from the standards it's supposed to meet.
- 05
Automation Efficiency
74Where automation is saving time — and where it's adding friction.
- 06
AI & Agentforce Readiness
58Whether the org — and the team — is ready for agent-based initiatives.
Four steps. Days, not weeks.
An AI-driven scan gets you further, faster. What makes it useful is that senior Salesforce people decide what matters before any of it reaches you.
Metadata analysis
A secure, automated scan gathers comprehensive data across the org.
AI-driven analysis
Algorithms identify patterns, inefficiencies, and risks in the metadata.
Insights & metrics
Technical health and business impact, translated into something decisions can be made from.
Target state & next steps
Your target state, built on the insights — with the work to get there estimated.
Not everything that's wrong is worth fixing.
Each dot is a finding. Position, not severity, decides what reaches your list. Illustrative distribution.
Nothing gets flagged just because a tool flagged it. Every result is weighed against business value, your goals, and Salesforce best practice, then prioritised by business value against technical risk.
That filtering step is the difference between a report you act on and a report you file. A scan on its own will happily hand you four hundred issues. The useful question is which nine matter this quarter — and that judgement is why a senior Salesforce person reviews every finding before you see it.
Actionable next steps
A prioritised list of what to do, in the order it's worth doing — not a catalogue of everything that could theoretically be improved.
Scan results access
The underlying findings, not just our summary of them. You can check the working, and keep referring back to it after we're done.
Work estimate to resolve
What it takes to fix what we found, in effort and sequence — so you can budget the work rather than guess at it.
Thirty minutes with Jeff.
A straight conversation about your org — not a demo, and not a pitch deck. If Sightline isn't the right fit, Jeff will say so on the call.
- Where your org is today, and what's been slowing releases down
- Whether an assessment would tell you anything you don't already know
- What running Sightline involves, what it costs, and how long it takes
Prefer to read first? The full Sightline overview goes into the methodology in depth.
Jeff
Thirty minutes on your org — where it is now, what's been slowing things down, and whether an assessment would tell you anything you don't already know.