What you get
- Configuration, security model and automation review
- Sampled data quality and technical debt
- Agentforce readiness score
- 4 stakeholder interviews
- Prioritized roadmap and priced SOW
Scope
Included
- Read-only review of configuration, security model, automation (flows, Apex triggers), data quality (sampled), technical debt and limits
- Agentforce readiness score
- 4 stakeholder interviews
- Prioritized findings and roadmap
- Priced SOW; fee credited against a Launch package signed within 60 days
Not included
- Fixes
- Full data audit
- Code review beyond 20 Apex classes
- Security penetration testing
Always outside a fixed-scope package
- Software licences, credits, add-ons, apps, connectors, and vendor support.
- Custom code (Apex, LWC, Visualforce, HubSpot custom modules or apps, serverless functions, API services).
- Data cleansing, deduplication, enrichment or transformation beyond the record counts and rules listed; data is loaded as the client provides it.
- Integrations not named in the package, and any work inside third-party systems.
- Content: copywriting, design, imagery, email or page templates beyond the numbers listed.
- Training beyond the sessions listed, training for staff hired after go-live, and in-person training.
- Legal, compliance or regulatory approval; we configure controls, the client's compliance team approves them.
- Administration after the 30-day hypercare (sold as Support).
- Additional UAT cycles caused by changes to approved requirements.
- Work outside business hours (US Central or EET by client region), on-site work and travel.
- Performance or load testing, penetration testing, and accessibility audits.
- Licence negotiation, vendor contract changes, and vendor-side configuration we cannot access.
What you provide
- Read-only admin access to production or a full sandbox
- Stakeholders for 4 interviews
- A project owner with decision authority, available 2 to 4 hours a week.
- Licences in place, admin access, and a sandbox or test environment by kickoff.
- Subject-matter experts for each process in scope, available for workshops.
- Source data exported in the agreed format by the date in the project plan.
- Answers, design approvals and UAT sign-off within 3 business days of each request.
- Their own users' availability for training sessions.
- Compliance and legal review of any client-facing content, messaging or AI output.
Assumptions
Done means
Acceptance: Findings, roadmap and SOW delivered and walked through.
Price and change control
- The price is fixed for the scope above. It does not change unless you change the scope.
- Anything not listed as included is a change. Changes are written up, priced and approved by you before we do them.
- Software licences, subscriptions and third-party fees are bought by you from the vendor and are never included.
- EU and UK clients: euro pricing on request; VAT is added where applicable.
Frequently asked questions
Is the assessment fee really credited?
Yes. 100% of the $5,000 is credited against any Salesforce Launch package signed within 60 days.
How much access do you need?
Read-only admin access to production or a full sandbox. We change nothing during the assessment.