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Kanixa Technologies

How healthy is your Salesforce org?

Twelve questions, about two minutes. Nothing is stored or sent anywhere.

Security & access

Users only have the permissions their role needs (permission sets, not profiles full of extras).

You've reviewed who has Modify All Data or View All Data in the last six months.

Integration users and connected apps are documented and owned by someone.

Automation

Workflow Rules and Process Builder have been migrated to Flow.

Each object has one clear place where automation lives (no competing flows and triggers).

Automation failures send alerts to a named person.

Data & integrations

Duplicate rules are active and duplicates are reviewed regularly.

Every integration has logging and someone checks failed syncs.

It's clear which system is the source of truth for customer and order data.

Adoption & roadmap

Leadership runs weekly meetings from Salesforce dashboards, not spreadsheets.

Sales or service reps would say Salesforce saves them time.

There's a written Salesforce roadmap for the next 12 months.

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