Use Cases / Salesforce Admin

Salesforce Admin

You are the primary steward of org configuration — the Salesforce Admin who owns every field, flow, permission set, and validation rule that determines how the org behaves. Every change you make has a blast radius you can't always see, and you're the one who explains it when something downstream breaks.

CRMdig gives you instant answers from your live Salesforce metadata — no Workbench exports, no SOQL guesswork, no tickets to a consultant:

  • Every answer is backed by an auditable query — defensible the moment a stakeholder asks "are you sure that's everything?"

  • Cross-references flows, validation rules, Apex, formula fields, reports, and integrations — so nothing breaks downstream because it lived in a place you didn't think to check

  • Outputs match the artifact you actually need — blast radius maps, migration plans, perm set diffs — not raw query results

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What a Salesforce Admin can ask CRMdig

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Other Questions a Salesforce Admin can ask CRMdig

UC-5

How many active flows do we have? And how many inactive flows are just sitting there that we could clean up?

Automation Audit
UC-6

Which custom fields on Opportunity have been blank on more than 80% of records for the last 6 months? I want to know what’s zombie schema we can archive.

Data Quality
UC-7

A VP’s dashboard broke this morning. Have any fields on Opportunity been renamed or deleted in the last 7 days? I need to trace what changed.

Change History
UC-8

Our org is at 94% storage. Which objects have the most records? I want to know what to archive before we hit the limit.

Storage Management
UC-9

Which users in the org can read and edit the Opportunity Amount field? I want to audit who actually has access to that data.

User Management
UC-10

We have 34 permission sets. Which ones overlap significantly and which users have combinations that grant more than their role requires?

Schema Hygiene

Your org is already telling you something.

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CRMdig connects your Salesforce org to any AI chat tool in minutes. Ask plain-English questions. Get auditable answers. No admin required.
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