Walking into a client as a consultant or starting in a new company can be daunting. New people. New processes. New technology. But having no idea about the complexity and scale of the Salesforce Org(s) can increase the stress to the max. This article looks at a proven, step by step process for evaluating the Org maturity and complexity using SF and freely available tools

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“We allocated 2 weeks for the discovery, but it was done in less than a week. I am going to look like a superhero” – Consultant, Platinum Consulting Partner

Org Discovery Process