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Use Case · Salesforce org audit

Finally know what is in your org.

The agent reads your org and grades it across six areas, surfaces the issues behind each score, and generates the fixes. Visibility in minutes, not a six-week consulting engagement.

Six areas gradedA–F per areaReads the org directlyFixes generated
Clientell Agent · Org audit

Audit my org and grade it.

Org scorecardSample readout
Configuration
B
Automation
D
Data quality
C
Security
A
Adoption
B
Integrations
C
Read-only scan Fixes with approval6 areas

Trusted by teams at

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A traditional org audit is a six-week consulting engagement: interviews, spreadsheets, and a slide deck that is stale by the time you read it. Clientell’s agent reads your org directly and grades it across six areas, configuration, automation, data quality, security, adoption, and integrations, in minutes. Each area gets a score and a letter grade, the specific issues behind that grade, and remediation the same agent can build and deploy with your approval. You get the map and the fixes, not just the map.

The agent reads your org directly and grades six areas: configuration, automation, data quality, security, adoption, and integrations.

Each area gets a score, an A-F grade, the specific issues behind it, and generated remediation.

Minutes, not the weeks a manual consulting audit takes.

The same agent can build and deploy the fixes with your approval. SOC 2 Type II, HIPAA, GDPR.

01What it grades

Six areas. One honest score.

01

Configuration

Objects, fields, page layouts, and the sprawl that has built up over the years.

02

Automation

Flows, rules, and the overlaps and race conditions hiding inside them.

03

Data quality

Duplicates, missing fields, and the gaps that make reports unreliable.

04

Security

Permissions, profiles, and field-level access traced to the source.

05

Adoption

What is actually used versus what is just sitting in the org.

06

Integrations

Connected systems and where they are quietly breaking.

Reads the org directly. Fixes generated and deployed with your approval.

02The grading scale

How the score maps to a grade

GradeScoreWhat it means
A90-100Clean and well-governed. Minor tuning only.
B80-89Healthy, with a few issues worth scheduling.
C70-79Functional but accumulating debt. Plan remediation.
D60-69Real risk: overlaps, gaps, or exposure that bites soon.
FBelow 60Critical. Fix before the next change makes it worse.

Each of the six areas is scored independently, so you can see, for example, an A on security and a D on automation rather than one blurred number.

Frequently asked questions

Questions, answered.

The honest answers on the AI org audit.

The audit reads your org and grades it across six areas: configuration, automation, data quality, security, adoption, and integrations. It produces a score per area and surfaces the specific issues behind each one, then generates remediation steps you can act on.

Minutes, not weeks. The agent reads the org directly instead of relying on manual interviews and spreadsheets, so you get the map fast.

Both. The audit surfaces the issues and generates the fixes, and the same agent can build and deploy the remediation inside your org with your approval.

Yes. Reading and grading the org is diagnostic and does not change anything. Any remediation is staged for your approval and tested before it deploys, so nothing is altered without your sign-off. Clientell connects through scoped Salesforce access and is SOC 2 Type II, HIPAA, and GDPR compliant.

A consultant audit is people-driven: interviews, manual review, and a deck delivered weeks later. This reads the org directly and grades it in minutes, with the issues traced to specifics and the fixes generated. It is the difference between a report you act on later and an agent that can do the remediation now.

Run it free

Stop guessing
what's in your org.

Get the score. See the fixes. Run a free org audit and get a graded map of your Salesforce, with the remediation the agent can deploy.

SOC 2 Type II
HIPAA & GDPR
Scoped access
Book a free Salesforce demo