Products
// How the AI Works
No questionnaires. No screen shares. No kickoff calls. RevKit connects to your Salesforce org via a read-only integration user, reads every configuration layer, and pattern-matches against 100+ real implementations — delivering a ranked action plan in 48 hours.
Read-only access. No admin credentials. No data extraction.
You create a dedicated integration user in your Salesforce org with read-only permissions. RevKit connects via standard Salesforce OAuth — the same mechanism used by every major CRM integration. No admin credentials are ever shared. No data leaves your org. The connection is scoped to metadata and configuration reads only.
Every layer of your org, read in minutes.
Once connected, RevKit's AI reads across every configuration layer of your Salesforce org using the Metadata API and Tooling API. It pulls your object schema, field definitions, validation rules, automation flows, process builders, permission sets, profiles, sharing rules, email configurations, and pipeline setup — building a complete structural map of your org.
What optimal looks like. What breaks. What gets missed.
RevKit's AI is trained on configuration patterns from 100+ Salesforce implementations across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Health Cloud. It compares your org's configuration against known optimal patterns, known failure modes, and known security gaps — flagging deviations with severity scores and business impact estimates.
Not a list of problems. A ranked action plan.
Every issue identified is scored on two axes: technical severity (how broken it is) and business impact (what it's costing you in pipeline, adoption, or risk). Issues are ranked by the product of these two scores — so the first thing you see is the thing that matters most, not the thing that's easiest to flag.
Ready to execute. Not ready to read.
The output isn't a generic health report. It's a structured intelligence brief: executive summary, ranked issue list with exact fix steps, a remediation checklist, and a 30-60-90 day prioritization roadmap. Every finding includes the specific Salesforce path to navigate to fix it — Setup → Object Manager → Field → Validation Rule — so your admin can execute without interpretation.
// Under the Hood
Salesforce OAuth 2.0 (Connected App)
Metadata API + Tooling API (read-only)
Pattern matching + LLM reasoning layer
100+ real Salesforce org implementations
Structured JSON → formatted intelligence brief
48–72 hours from connection grant
Every access decision was made with your security team in mind.
// The Output
A single 0–100 score with breakdowns across Data Quality, Security, Automation Health, Pipeline Integrity, and User Adoption.
Every issue ranked by severity × business impact. HIGH issues first. Each with the exact Salesforce navigation path to fix it.
A ready-to-assign checklist organized by effort level. Quick wins separated from structural changes.
A prioritized execution plan your admin or RevKit team can execute immediately — no interpretation required.
// Get Started
Connect your org. Get your intelligence brief in 48 hours. No admin credentials. No calls.