Service
AI Readiness Audit for Salesforce
Before Claude or Agentforce touches your Salesforce org, two things decide whether it helps or hurts: who can see what, and whether the data is true. Our AI Readiness Audit is a fixed-scope Turnkey engagement that answers both, fixes the worst of it, and gives you a plan for connecting AI safely.
Also called a Salesforce security audit, permissions review, or data quality assessment.
What we implement
Permissions and security audit
Profiles, permission sets, sharing rules, installed apps, and field-level security reviewed against what each role actually needs. We find overprovisioned access to apps, objects, fields, and sensitive data, and right-size it.
Data hygiene assessment
Duplicate accounts and contacts, stale opportunities, outdated contacts, empty required fields, and inconsistent picklists measured and prioritized by how much they would distort AI answers.
Cleanup, with Claude helping
Claude finds likely duplicates, dead records, and gaps and drafts the fixes. An experienced Salesforce admin reviews and approves every change before it's written.
Data dictionary and query guide
A company-wide data dictionary that defines your key objects and fields and flags which ones are trustworthy and maintained, plus a query guide for the questions people actually ask. Every AI tool your teams use, whether Claude, ChatGPT, Gemini, or Perplexity, works from the same true definitions.
Guardrails that keep it clean
Validation rules, required fields, duplicate rules, and record ownership put in place so the data stays clean after the audit.
Connection plan
Which teams should use Salesforce's connector, the Sales Cloud plugin, or a custom connector, with read and write access set per team and the tool approval settings to use.
Findings report
A plain-language report for leadership: what we found, what we fixed, what's left, and what it would take to roll out AI.
How we work
- Fixed scope and timeline, agreed before we start.
- Run by consultants with years of Salesforce admin and developer experience.
- Ends with a go-live plan for Claude, Claudeforce, or Agentforce, whether or not you continue with us.
Platforms
How an engagement runs
- 01
Audit
We map how work actually moves through your systems today and measure the baseline: how long each task takes, how many hours a week it eats, and where it goes wrong.
- 02
Design
We agree on the target process, decide which steps stay human, which get automated, and which an AI agent can own, and set the number each change should move.
- 03
Build
Configuration, automation, integrations, and agent setup in a sandbox, tested against real scenarios before anything reaches production.
- 04
Run
Launch, training, and support. We measure the after against the baseline, report the time and money saved, and fix whatever people are working around.
Questions we hear
What is an AI readiness audit for Salesforce?
A review of your Salesforce org before you connect AI tools like Claude or Agentforce. It checks permissions and security, because AI inherits each user's access, and data quality, because AI answers are only as good as the records it reads. It ends with fixes and a rollout plan.
Why audit permissions before connecting Claude?
Claude sees everything the connected user can see. Most orgs are overprovisioned, so users can reach apps, objects, fields, and data they shouldn't. Without an audit, AI can surface that data in its answers.
Can Claude help clean up Salesforce data?
Yes. Claude can find duplicates, stale records, and missing fields and draft the fixes, which turns weeks of spreadsheet work into days. An experienced admin should review and approve every change.
How long does an AI readiness audit take?
It depends on the size of the org. We agree a fixed scope and timeline after a short discovery call.
Tell us what's stuck
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.