// AI-Connected Intelligence

Your Entire Salesforce. Scanned by AI. Reported in 48 Hours.

A 50+ page audit report covering data quality, security, automation health, usage patterns, and storage — with prioritized recommendations and a 30/60/90 day action plan. No consultants. No meetings. No one poking around your org for 3 weeks.

$1,999 flat

Delivered in 48 hours

Read-only access

30-day guarantee

Get Your Org Audit Try the Free Health Score First

// Process

How It Works

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.

Our AI scans your entire org

The scan analyzes every object, field, automation, permission set, sharing rule, data pattern, storage usage, and user activity. 200+ items across 6 categories — the same checks a senior consultant would run, completed in hours instead of weeks.

You receive a branded PDF report in 48 hours

Executive summary your VP can read (1 page). Category scores (1-10) for data quality, security, automation, usage, and storage. Detailed findings with severity ratings. Specific fix recommendations. A 30/60/90 day action plan.

Optional: 30-minute findings walkthrough

We'll walk through the report, answer questions, and help you prioritize. Included in the price.

// Coverage

What the Report Covers

200+ checks across 5 categories. Every finding includes a severity rating, business impact explanation, and step-by-step fix instructions.

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

Report Format

1-page executive summary your VP can read
Category scores (1-10) for each area
Severity ratings: Critical / High / Medium / Low
Step-by-step fix instructions for every finding
30/60/90 day action plan with effort estimates
Branded PDF — shareable with your leadership team

// Comparison

How This Is Different

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

It's the difference between a blood test printout and a doctor explaining what it means and what to do about it.

Full comparison: RevKit AI Audit vs. Salesforce Optimizer →

// 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 report
Zero meetings required
50+ page PDF with specific fix instructions
$1,999 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.

Full comparison: RevKit vs. Hiring a Salesforce Consultant →

// 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 report 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."

— 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

See all 5 case studies

// 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 →

// Get Started

$1,999. 48 Hours. 50+ Pages.

30-day guarantee. Read-only access. No meetings required.

Get Your Org Audit Not ready? Start with a free diagnostic