Salesforce Org Assessment Tool
Perform comprehensive health check and structural analysis of your Salesforce org locally.
Definition
A Salesforce Org Assessment is a diagnostic process that evaluates the technical state of a Salesforce environment. It uncovers limit consumption, object record distributions, installed packages, and custom metadata configurations to establish a baseline for architecture refactoring.
Overview & Context
Legacy Salesforce orgs accumulate technical debt over years of development. Understanding the starting point is critical before initiating any refactoring, migration, or packaging phase. SF Analyzer reads your metadata configuration and runtime metrics directly from the Salesforce CLI, compiling a lossless snapshot right on your local machine.
Important Architecture Notice
SF Analyzer strictly enforces the local data boundary. Your Salesforce metadata, credentials, and source files never leave your system.
TL;DR (Too Long; Didn't Read)
SF Analyzer provides a secure, local-first framework to assess Salesforce configuration, licenses, limits, and code quality without uploading data to third-party clouds.
Key Advantages
- 100% LocalYour credentials and raw org query results never leave your local workspace.
- CLI-DrivenBuilt on top of standard Salesforce CLI capabilities, avoiding heavy API polling.
- Actionable OverviewVisualizes record distributions, license allocations, and system limits in seconds.
Typical Use Case
Ideal for Salesforce enterprise architects, delivery managers, and consultants conducting As-Is system assessments during handovers, audits, or preparation for a Salesforce core migration.
Analysis Workflow
Connect safely to your Salesforce sandbox or production org using OAuth via the local sf CLI.
Query runtime metrics including object record counts, system limits, and active user licenses.
Compile the limits and license structures alongside your custom metadata components into a single JSON snapshot.
Review the resulting Org Overview dashboard to identify areas exceeding recommended Salesforce thresholds.
How It Compares
Compare the secure local-first workflow against traditional cloud-based SaaS vendors.
| Metric Type | Cloud-based Tools | SF Analyzer (Local-First) |
|---|---|---|
| Org Metadata Access | Requires full OAuth access to cloud SaaS servers | Reads via local CLI on user machine only |
| System Limits Query | Continuous API queries, risking quota exhaustion | Single-point caching of CLI limit snapshots |
| Data Sovereignty | Data stored in vendor cloud (GDPR risks) | Metadata remains 100% on the local filesystem |
| Analysis Cost | Subscription per org/user | Free client portal with BYO-key AI optionality |
Frequently Asked Questions
Find answers to technical and operational questions about Salesforce Org Assessment Tool.
Q:Does this tool modify any data or metadata in my Salesforce org?
No. SF Analyzer operates strictly in read-only mode. It queries metadata descriptions, system limits, and counts, but never writes, deletes, or alters your Salesforce configuration.
Q:How long does a full org assessment take?
A baseline assessment of system limits, record counts, and metadata inventory is compiled in less than 30 seconds. Optional AI-driven wiki enrichment depends on the number of components selected and your provider limits.
Ready to assess your Salesforce Org?
Download the SF Analyzer desktop application. Connect your sandbox or production org via the CLI, and run the assessment 100% locally.