How Ready Is Your Salesforce Org for AI?

This free 15-question assessment measures your Salesforce org's readiness for AI across five categories: data quality, governance readiness, automation maturity, AI preparedness, and documentation health. Results are delivered in 2 minutes with a weighted risk score.

What This Scorecard Measures

Five categories. Fifteen questions. Each scored and weighted.

Data Quality: field completeness, duplicate rates, and standardization across your org.

Governance Readiness: sharing model clarity, field-level security, and role hierarchy alignment.

Automation Maturity: Flow coverage, error handling, and documentation of automated processes.

AI Preparedness: data readiness for Einstein, Agentforce, or third-party AI tools.

Documentation Health: whether your current setup can be understood by someone who didn't build it.