Salesforce Consultant
You parachute into a client org you have never seen — the Salesforce Consultant who must understand what's been built, what's broken, and where the live wires are before your first kickoff call.
CRMdig compresses days of Setup navigation into a single session — no clicking through every Setup tab, no copy-pasting metadata into discovery docs, no hand-writing the executive summary from raw notes:
Every finding is backed by an auditable query — defensible to the client when they ask how you arrived at the recommendation
Reads across the full metadata footprint — flows, Apex, validation rules, perm sets, packages, schema — so nothing meaningful in the org gets missed in week one
Outputs structured as billable deliverables — debt scorecards, automation maps, migration assessments — formatted for the executive summary, not raw query results
What a Salesforce Consultant can ask CRMdig
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First-Day Org Orientation
Other Questions a Salesforce Consultant can ask CRMdig
“Walk me through the key custom objects in this org, what they relate to, and what business process each one seems to support. Start with the objects that have the most records.”
Custom Data Model“I need to audit the permission model in this org. What profiles exist, what permission sets are assigned to Sales users, and are there any obvious gaps or over-grants I should flag immediately?”
Permission Model Audit“List all active validation rules on the Opportunity object and explain what each one does in plain English. I need to document these for the client — and flag any that look misconfigured.”
Validation Rule Inventory“I need to identify zombie fields on the Account and Opportunity objects — custom fields that are essentially empty and unused. What’s the fastest way to audit this before I define scope?”
Zombie Field Detection“The client wants to migrate from their homegrown Product_Config object to Salesforce CPQ. Before I scope the migration, give me a data quality baseline — completeness, anomalies, and anything that will cause problems during migration.”
Data Quality Baseline“I need to compare the Opportunity object schema between the client’s dev sandbox and their production org. What fields exist in sandbox that aren’t in production, and vice versa?”
Sandbox vs. Production DeltaYour org is already telling you something.
Ready to hear it?
Read-only OAuth · No data stored · First org brief is free · No credit card required