Your Salesforce Platform Assessment Starts Here

Uncover hidden tech debt, maximize your cloud investment, and get an actionable roadmap — across every Salesforce Cloud, every industry vertical. Complimentary 2-hour discovery session for qualified businesses.

Get the Assessment Playbook

Scorecards, checklists, and cost-saving frameworks you can use with your team today.

90%

of 5+ yr orgs carry significant tech debt

2–4 wk

Assessment delivery timeline

30%+

Avg. cost savings identified

12+

Salesforce Clouds & Domains covered

MuleSoft Optimization - Incepta

What Could a Salesforce Assessment Save You?

See how much your organization could save with a comprehensive Salesforce platform assessment. Enter your details to get a custom ROI estimate and uncover the value of better performance, cleaner processes, and smarter platform decisions.

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Is Your Salesforce Setup AI-Ready Yet?

Find out how ready your Salesforce org really is for Agentforce and AI adoption. Answer 12 quick questions to uncover gaps, strengths, and the next steps to get AI working smarter for your business.

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Salesforce Clouds & Domains

We Assess Your Entire Salesforce Ecosystem

From Sales Cloud to Data Cloud 360 to Agentforce — we evaluate every layer of your platform, not just the surface.

Sales Cloud

Pipeline health, lead routing, opportunity management, forecasting accuracy, and CPQ configuration audit.

Core CRM

What you'll Achieve:

Accurate revenue forecasting, faster sales cycles, and a friction-free pipeline that maximizes rep productivity and increases win rates.

Service Cloud

Case management, omni-channel routing, knowledge base, entitlements, SLA compliance, and contact center setup.

Customer Service

What you'll Achieve:

Lower cost-to-serve, improved CSAT scores, and faster first-contact resolution times through intelligent routing and optimized agent workspaces.

Marketing Cloud

Journey builder efficiency, automation studio health, email deliverability, data extensions, and campaign ROI tracking.

Engagement

What you'll Achieve:

Maximized campaign ROI, higher subscriber engagement, and scalable, hyper-personalized customer journeys powered by clean, actionable data.

Commerce Cloud

Storefront performance, B2B/B2C configuration, checkout optimization, inventory integration, and order management.

Commerce

What you'll Achieve:

Higher conversion rates, reduced cart abandonment, and a seamless, unified buying experience that scales effortlessly with your business.

Data Cloud 360

Data model health, identity resolution, segmentation, data streams, calculated insights, and activation targets.

Customer Data Platform

What you'll Achieve:

A trusted, unified "Golden Record" of your customer, enabling highly targeted segmentation and real-time data activation across every touchpoint.

Agentforce & AI

Agentforce readiness, Einstein AI adoption, AI agent configuration, data quality for AI, and prompt template assessment.

AI Platform

What you'll Achieve:

A secure, data-ready foundation to safely deploy autonomous AI agents that drive immediate operational efficiency without compromising trust.

Revenue Cloud & CPQ

Pricing models, quote-to-cash flows, subscription billing, end-of-sale product migration, and revenue recognition.

Revenue Management

What you'll Achieve:

Elimination of pricing errors and revenue leakage, resulting in faster quote generation and a fully streamlined quote-to-cash lifecycle.

Experience Cloud

Portal performance, community engagement, partner access, self-service adoption, and digital experience optimization.

Digital Experiences

What you'll Achieve:

Increased self-service deflection, stronger partner channel collaboration, and highly engaging digital portals that build brand loyalty.

Platform & Automations

Flow audit, Apex triggers, process builders (legacy), custom objects, validation rules, and technical debt inventory.

Platform Core

What you'll Achieve:

A future-proofed, highly performant org with drastically reduced technical debt and modernized, easy-to-maintain automations.

Integration Architecture

API usage, MuleSoft connections, middleware health, data sync patterns, and third-party integration review.

Integration

What you'll Achieve:

A resilient, scalable architecture with zero data silos, ensuring accurate, real-time data flow across your entire enterprise tech stack.

Security & Compliance

Health check score, Shield configuration, field-level security, sharing rules, audit trails, and regulatory compliance.

Governance

What you'll Achieve:

Total peace of mind with a hardened Salesforce environment that protects sensitive customer data and strictly adheres to industry compliance standards.

Analytics & Tableau

Dashboard adoption, CRM Analytics usage, report performance, data model for BI, and Tableau integration readiness.

Intelligence

What you'll Achieve:

Unlocked data visibility, empowering leadership with real-time, trustworthy insights for rapid, data-driven decision-making across all departments.

Industry Expertise

Vertical-Specific Assessment Playbooks

Every industry has unique Salesforce challenges. We bring specialized knowledge to surface the highest-impact opportunities in your sector.

Industry Verticals - Salesforce Style

Financial Services

  • Financial Services Cloud (FSC) configuration audit
  • Compliance & regulatory framework review
  • Wealth management workflow optimization
  • Loan origination and client 360 assessment
  • Data Cloud identity resolution for AML/KYC

Healthcare & Life Sciences

  • Health Cloud patient management review
  • HIPAA compliance & data governance audit
  • Care coordination workflow assessment
  • Provider network & referral optimization
  • Clinical trial & pharma CRM evaluation

Retail & Consumer Goods

  • Consumer Goods Cloud (CGP) usage assessment
  • B2C Commerce storefront performance audit
  • Loyalty program & Marketing Cloud integration
  • Retail execution & route optimization review
  • Unified customer profile via Data Cloud 360

Technology & SaaS

  • Sales & renewal pipeline optimization
  • Customer success & churn prediction setup
  • Product-led growth integration assessment
  • Subscription billing & RevOps review
  • AppExchange & ISV partnership evaluation

Nonprofit & Education

  • Education Data Architecture (EDA) review
  • Nonprofit Cloud program management audit
  • Donor management & fundraising optimization
  • Student/constituent lifecycle assessment
  • Grant management workflow review

Construction & Real Estate

  • Project lifecycle & stakeholder management
  • Contractor/vendor portal assessment
  • Document management & approval flows
  • Property/lease management CRM evaluation
  • Field service & inspection workflow review

Energy & Utilities

  • Energy & Utilities Cloud configuration audit
  • Meter-to-cash and billing process review
  • Field service workforce optimization
  • Regulatory compliance & reporting assessment
  • Renewable energy project management review

Professional Services

  • Project management & resource planning review
  • CRM cost optimization (license right-sizing)
  • Client lifecycle & engagement workflow audit
  • Partner/channel management assessment
  • Proposal & opportunity pipeline optimization
Data Cloud 360 Visualization
Data Cloud 360°
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Deep Dive

Incepta your Trusted Azure Partner

Your AI is only as good as your data. We evaluate your Data Cloud implementation end-to-end — from ingestion to activation — ensuring your customer 360 is truly unified, clean, and AI-ready.

Data Stream Health

Audit all ingestion sources, connectors, and sync schedules for completeness and reliability.

Identity Resolution

Evaluate matching rules, reconciliation logic, and unified profile accuracy across channels.

Data Model & Segmentation

Review calculated insights, DMOs, segment definitions, and activation targets for AI readiness.

Activation & Orchestration

Assess data activation targets, marketing orchestration, and real-time personalization setup.

What You Receive

Assessment Deliverables

Every assessment produces tangible artifacts your team can act on immediately — from executive summaries to technical blueprints.

1

Executive Summary & Findings Report

High-level overview for C-suite and IT leadership — key risks, opportunities, and strategic recommendations.

2

Identity Resolution

Detailed documentation of your current-state architecture, data flows, integrations, and customizations with annotated diagrams.

3

Tech Debt & Risk Inventory

Comprehensive catalog of deprecated features, unused automations, redundant objects, and security vulnerabilities prioritized by risk.

4

Agentforce & AI Readiness Scorecard

Custom scorecard evaluating your org's readiness for Agentforce adoption with a gap analysis and 90-day remediation plan.

5

Prioritized Roadmap & Accelerator Plan

Phased execution roadmap with quick wins (0–30 days), short-term initiatives (30–90 days), and strategic plays (90–180 days).

5

License Optimization Analysis

Usage audit of all Salesforce licenses with right-sizing recommendations and projected cost savings.

Complimentary 2-Hour Discovery Session

Start with a no-obligation discovery session where our Salesforce SMEs review your platform at a high level.

Typically a 2–4 week engagement. Offered as complimentary for qualified prospects.

Our Process

From Discovery to Delivery in 2–4 Weeks

A structured engagement that minimizes disruption and maximizes insight.

Process Roadmap

Discovery

Week 1

Stakeholder interviews, platform access, org audit scoping, and business alignment.

Deep Analysis

Week 1–2

Architecture audit, data review, security scan, AI readiness evaluation, and health check.

Blueprint

Week 2–3

Findings compiled into a prioritized roadmap with cost-benefit analysis and phased execution plan.

Delivery & Handoff

Week 3–4

Executive presentation, technical walkthrough, artifact handoff, and accelerator activation.

Agentforce & AI Readiness

Is Your Org Ready for the Agentic Enterprise?

Salesforce is going all-in on Agentforce. Without clean data, proper architecture, and AI-ready processes, your org can’t benefit from what’s next.

Data Quality for AI

Evaluate whether your data model, quality, and completeness meet the bar for Einstein AI and Agentforce agents to deliver reliable, trustworthy results.

Agent Configuration

Assess your org's readiness to deploy Agentforce agents — topics, actions, guardrails, and prompt template quality across service, sales, and custom agents.

Trust & Governance

Review Einstein Trust Layer configuration, data masking, PII handling, and AI governance policies to ensure safe, compliant AI deployment.

Predictive Analytics

Evaluate Einstein prediction builder, recommendation engine, and CRM Analytics AI capabilities — including data prerequisites and model performance.

Integration for AI

Audit external data connections, MuleSoft integrations, and real-time data availability needed to power intelligent agents and context-aware AI.

Quick-Win Roadmap

Identify the top 3–5 Agentforce use cases your org can deploy within 90 days — with data readiness scores and implementation estimates.

Real Impact

What Our Assessments Uncover

Every Salesforce org tells a different story. Here are scenarios our assessments consistently surface.

Integration

End-of-Sale CPQ Discovery

A manufacturer running CPQ + CloudCraze learned both had entered end-of-sale — received a phased Revenue Cloud migration plan before their support window closed.

→ Prevented $400K+ in forced emergency migration costs

Financial Services

End-of-Sale CPQ Discovery

A manufacturer running CPQ + CloudCraze learned both had entered end-of-sale — received a phased Revenue Cloud migration plan before their support window closed.

→ Identified $120K annual savings through consolidation
Healthcare

AI Readiness Accelerated

A healthcare org wanted Agentforce but discovered critical data quality and architecture gaps. Assessment provided a 90-day remediation plan to become AI-ready.

→ Agentforce deployment accelerated by 6 months
Professional Services

License Costs Right-Sized

A consulting firm was paying for 300 licenses with only 180 active. Assessment recommended restructuring that saved $80K/yr — redirected to new capabilities.

→ $80K annual savings reinvested in Agentforce adoption
Retail

Unified Customer 360 Activated

A retailer had fragmented customer data across Sales, Service, and Marketing. Data Cloud assessment unified 2.3M profiles, enabling true omnichannel personalization.

→ Agentforce deployment accelerated by 6 months
Technology

Integration Architecture Optimized

A SaaS company had 15+ point-to-point integrations creating data sync conflicts. Assessment redesigned the architecture using MuleSoft's event-driven pattern.

→ Data sync errors reduced by 87% within 60 days

Get Started Today

Book Your Complimentary Discovery Session

Two hours with a Salesforce SME to evaluate your platform, identify opportunities, and chart the path forward.

How Can We Help You?

Need to bounce off ideas for an upcoming project or digital campaign? Looking to transform your business with the implementation of full potential digital marketing?

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