// AI Salesforce Intelligence
100+ orgs of expertise, applied to yours in 48 hours.
You get a 50+ page executive intelligence brief: scored categories, every finding with severity ratings and exact fix steps, and a 30/60/90-day action plan your team can execute immediately. No consultants, no meetings, no 3-week engagement.
How the AI works: We connect via read-only OAuth — no admin credentials, no data extraction. Our AI runs 200+ automated checks across your live org data (objects, fields, automations, permissions, usage patterns) and generates the intelligence brief. No consultant hours. No manual work. The same analysis a senior Salesforce architect would spend 3 weeks on, done in 48 hours.
// Process
Four steps. Zero meetings.
Purchase and install our Connected App
Takes 2 minutes. You authorize read-only API access via OAuth. No login credentials exchanged. You control the permissions and can revoke access at any time.
AI trained on 100+ orgs connects temporarily
A read-only integration user connects to your org via OAuth — no admin credentials, no persistent access. It reads across every object, field, automation, permission set, sharing rule, and usage pattern. 200+ checks across 6 categories. The same analysis a senior consultant would spend weeks on, completed in hours.
Your intelligence brief lands in 48 hours
A 50+ page executive intelligence brief: one-page summary your VP can read, category scores (1-10) across 5 areas, every finding with a severity rating and exact fix steps, and a 30/60/90-day action plan your team can execute immediately.
Optional: 30-minute execution walkthrough
We'll walk through the intelligence brief, answer questions, and help you sequence the fixes. Included in the price.
// What the Scan Checks
200+ checks. 5 categories.
Click any category to see exactly what the AI looks for.
Salesforce Org
Data Quality
Click another area to explore
// Sample Report
What your audit report actually looks like.
Real screenshots from a sample audit. Your report follows the same format — every finding ranked, every fix documented.
Report Cover & Summary
One-page executive summary with overall org health score, category scores, and top findings ranked by business impact.
Simulated Salesforce Lightning UI — representative of actual report format
// What You Get
Every finding. Every fix. Ready to execute.
200+ checks across 5 categories. Every finding in your intelligence brief includes a severity rating, business impact, and exact fix steps — not just a list of problems.
Data Quality
- →Duplicate rate across all objects
- →Field completion rates (which fields are empty and shouldn't be)
- →Orphan records (contacts without accounts, opportunities without owners)
- →Picklist value inconsistencies
- →Records not modified in 12+ months
Security
- →Users with excessive permissions (Modify All Data, View All Data)
- →Field-Level Security gaps
- →Sharing model assessment
- →Inactive users who still have active access
- →Connected Apps review
- →Password and session policy evaluation
Automation Health
- →Complete inventory of active Flows, Process Builders, Workflow Rules
- →Failed or paused automations
- →Conflicting automations (multiple triggers on the same object)
- →Automation complexity assessment
- →Unused automations referencing deleted fields
Usage & Adoption
- →Monthly active users vs. licensed users
- →Login frequency distribution
- →Most and least used objects
- →Report and dashboard usage
- →Mobile adoption
Storage & Performance
- →Data storage usage vs. limits
- →File storage usage
- →API consumption patterns
- →Integration health
What a Finding Looks Like
14 stale opportunity records blocking forecast accuracy
Opportunities open for 90+ days with no activity are inflating your pipeline by an estimated $340K. Forecast is unreliable until resolved.
Fix steps
- 1.Create a list view: Stage = Open, Last Activity > 90 days
- 2.Run a flow to auto-flag stale records for review
- 3.Set a weekly pipeline hygiene task for your AEs
Every finding in your brief looks like this.
// Comparison
Not the Salesforce Optimizer.
Salesforce Optimizer
- ✕Raw data dump
- ✕Generic recommendations
- ✕No narrative
- ✕No prioritization
- ✕No action plan
- ✕You get a spreadsheet and figure it out yourself
RevKit AI Audit
- Narrative insights written for humans
- Every finding explains what's broken and why it matters
- Executive summary your VP can read without opening Salesforce
- Priority ratings: Critical / High / Medium / Low
- 30/60/90 day roadmap with step-by-step fix instructions
- Optional 30-minute walkthrough to discuss findings live
The Optimizer gives you a spreadsheet. We give you a roadmap.
// vs. Hiring a Consultant
Traditional Consulting Audit
- 3–4 weeks of a consultant logging in, clicking around
- Weekly status calls and review meetings
- Eventually delivers a PowerPoint
- Cost: $15,000–$30,000
RevKit AI Audit
- 48 hours from purchase to delivery
- Zero meetings required
- 50+ page intelligence brief with specific fix instructions
- $2,499 flat
We can do this because our AI has analyzed patterns across hundreds of Salesforce orgs. It knows what "good" looks like and can identify deviations instantly. A human consultant takes 3 weeks because they're learning your org from scratch. Our AI already knows what to look for.
// Results from Real Audits
What Clients Found
"Full org audit revealed 23 critical issues nobody knew about. Top 10 fixed in 10 business days."
— 250-person manufacturing company
"The intelligence brief paid for itself in the first week. We found 11 unused licenses ($2,200/month in waste) and 3 security gaps that could have been compliance violations. The action plan made it easy to prioritize what to fix first."
— 200-person financial services firm
"We were about to spend $40K on a consulting engagement. The AI audit showed us exactly what needed fixing for $1,999. We bought two Done-For-You products and saved $34K."
— 150-person SaaS company
// Security
Your Data Stays Yours
- Read-only access via OAuth Connected App — cannot modify, delete, or export your data
- Scans metadata and aggregate statistics, not individual customer records
- All data processed in memory — never stored permanently on our servers
- Connected App access revoked automatically after scan completes
- Detailed security documentation available on request
// Who This Is For
- Your Salesforce hasn't been audited in over a year
- You inherited an org from a previous admin and don't know what's in there
- You're about to start a major project and need to know the state of the foundation
- Leadership is questioning whether Salesforce is delivering ROI
- You suspect there are security or data quality issues but don't know how bad it is
Who This Is NOT For
- ✕Your org was implemented in the last 3 months (not enough data to analyze)
- ✕You need someone to fix the issues, not just identify them (see our Done-For-You products)
Need someone to fix the issues? See Done-For-You products →
// Also Available
Also available: pipeline-specific intelligence.
// Most Popular
AI Revenue Intelligence Setup
Full-org audit: data quality, security, automation health, usage patterns, and storage. 50+ page PDF with prioritized recommendations and a 30/60/90 day action plan. Delivered in 48 hours.
- 200+ checks across 5 categories
- Executive summary + detailed findings
- Specific fix instructions (not just findings)
- 30-minute walkthrough included
// Pipeline-Focused
AI Pipeline Health Analysis
Deep-dive pipeline analysis: stage conversion rates, deal velocity, rep performance patterns, forecast accuracy gaps, and AI-identified risk factors. Built for revenue leaders who need to understand why deals are stalling.
- Stage-by-stage conversion analysis
- Deal velocity and stall point identification
- Rep performance benchmarking
- Forecast accuracy gap analysis
- AI-prioritized fix recommendations
// Get Started
Know exactly what's broken. By tomorrow.
$2,499 flat. 48-hour delivery. 30-day guarantee. Read-only access.
Not ready for a full audit? Start smaller: