Salesforce Practice
Convene Salesforce Sightline
See more. Risk less. Do more with what you've already built.
Sightline is Convene's Salesforce ecosystem assessment — a clear, data-backed view into the health, complexity, and readiness of your org. Powered by Hubbl's analytics engine, Sightline replaces guesswork with objective benchmarks, so you and your leadership team can make decisions based on evidence, not intuition.
Salesforce Practice
A quick map of this assessment.
Jump to any section, or use the arrows to move through in order.
01 · Overview
Beyond a surface-level scan.
Traditional reviews tell you what's broken on the surface. AI-driven analysis finds what's actually driving it.
Where they fall short
- Surface-level findings that miss what's actually driving an issue
- Inefficiencies that stay hidden until they affect users
- Limited ability to flag risk before it becomes a problem
- Manual review processes prone to gaps and inconsistency
What it adds
- Pattern detection across the full metadata footprint, fast
- Risk and opportunity scoring instead of a flat checklist
- Findings tied to business impact, not just technical detail
- Benchmarked against comparable Salesforce environments, not judged in a vacuum
02 · What We Assess
A strategic Salesforce assessment.
Six dimensions, evaluated together — because performance, risk, and readiness are rarely separate problems.
System Performance
Response times, bottlenecks, and the experience users actually feel.
Technical Debt
What to fix first, and what it's costing you to leave alone.
Security Vulnerabilities
Exposure across permissions, sharing rules, and data access.
Compliance Gaps
Where the org drifts from the standards it's supposed to meet.
Automation Efficiency
Where automation is saving time — and where it's adding friction.
AI & Agentforce Readiness
Whether the org — and the team — is ready for agent-based initiatives like Agentforce.
03 · What You'll Walk Away With
In a focused engagement, we'll:
Benchmark Org Health & Complexity
See how your org compares against comparable Salesforce environments — not a guess, an objective benchmark.
Surface Risk
Technical debt, fragile customizations, and gaps that could slow down future projects.
Assess Readiness for What's Next
Including AI and agent-based initiatives like Agentforce.
Quantify ROI
Clear, comparative insights leadership can act on.
04 · How We Work
AI finds the signal. Our team turns it into a plan.
Powered by Hubbl's analytics engine, an AI-driven scan gets you further, faster — but it's our senior Salesforce team that decides what matters and defines the target state around it.
- Runs a secure, automated metadata scan without disrupting operations
- Surfaces patterns, inefficiencies, and risk at a scale manual review can't match
- Produces a structured benchmark in days, not weeks
- Reviews every finding against your business goals, not just technical severity
- Maps a target state your team can realistically work toward
- Stays hands-on through implementation, not just the readout
05 · Process
From Sightline to target state, in four steps.
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01
Metadata Analysis
A secure, automated scan gathers comprehensive data efficiently — without disrupting operations.
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02
AI-Driven Analysis
Algorithms identify patterns, inefficiencies, and risks — a deep read on performance and what needs attention.
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03
Insights & Metrics
Technical health and business impact, translated into intelligence you can act on.
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04
Target State & Next Steps
Your target state, built on the insights — what to improve, and in what order.
Deliverables- Actionable next steps
- Scan results access
- Work estimate for issue resolution
06 · Analysis
Findings mean nothing without context.
Every result gets weighed against business value, your goals, and Salesforce best practice — before it ever reaches your target state.
Prioritization of Results
Ranked by business value against technical risk, so the highest-impact work goes first.
Mapping Insights to Goals
Findings tied back to your actual strategic priorities, not a generic checklist.
Alignment with Best Practices
Checked against Salesforce best practices for compliance and long-term scalability.
07 · The Result
It's not a stack of raw data.
It's a clear line of sight.
From where your org stands today, to what's possible next.
08 · Assessment Outcomes
What your target state unlocks.
Address Critical Risks
Identify and mitigate risks proactively, before they become operational bottlenecks.
Optimize Automation
Streamline workflows and tighten integrations for measurably better performance.
Enhance Security & Compliance
Close gaps and bring the org in line with the standards it's meant to meet.
Define Your Target State
See the ideal state for your org, and choose exactly where to start.
09 · Who We Are
We're solutions people.
Convene is a technology partner — not just another consulting firm. We translate business goals into working software, stay close enough to feel like part of your team, and deliver with senior people who don't disappear after the sale.
10 · Our Mission
We believe in the power of partnership.
To be a trusted partner to our customers — helping them increase competitive advantage through innovative software solutions and measurable outcomes.
Our global teams across the United States, Latin America, India, and the Middle East work closely with customers to unlock quick business value from their IT investments.
11 · Engagement
Three steps to get started.
No long onboarding.
Request Initiation
Convene sends an email to initiate the scan.
Results Review
We schedule a session to walk through the scan results together.
Your Target State
Your ideal target state, built around the value drivers that matter most to you — so you can choose exactly where to start.
12 · Contact
Gain visibility. Reduce risk. Move forward with confidence.
Sightline starts with a conversation about your Salesforce environment.