Resources

Free tools and guides for Salesforce admins. Run them by hand.

Guides with the Setup paths and queries, two self-serve tools, and printable checklists for your audit file.

Guides

Salesforce access review guide

Eight steps to tell an auditor who can see, export or delete everything in your org.

Nine steps for admin teams: count, catalog, migrate in a sandbox, test, order, switch over and watch.

Tools

Eight questions about how your team reviews access. A self-check of habits, not a scan of your org.

Enter your own counts and hour estimates to see total hours, cost and the order to move objects in.

Printable checklists

The permissions an auditor asks about, in order, with space to record who holds each one.

Two pages, seven groups: count, catalog, rank, migrate in a sandbox, test, switch over, watch.

Connect a sandbox or production org and Clientell AI shows who has high access and which automations are still active. 14-day free trial, no card.

No card needed