Salesforce audit & migration
Find the dead fields and scar tissue in your CRM
An agentic audit of your Salesforce org that surfaces what is actually used versus stale, flags dead fields and schema bloat, and recommends a clean migration.
The problem
Years of admin changes leave a CRM full of fields nobody fills, automations nobody owns and objects nobody uses. Before you can migrate or simplify, you need to know what is actually load-bearing, and that audit is brutal by hand.
Built from Rig's building blocks
Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain.
How to build it
- 1
Connect read-only
Give Rig least-privilege read access to your org. It reads the schema, automations and the actual usage behind them.
- 2
Map usage to schema
The context layer ties every field, flow and object to how often it is really written and read, so dead weight stands out.
- 3
Run the audit
An agentic workflow classifies what is in active use versus stale, flags duplicate and empty fields, and explains each call.
- 4
Get a migration plan
Rig produces a shareable audit app and a recommended clean-up or migration path. Re-run it after changes to keep the org honest.
The outcome
A clear, evidence-backed picture of what your CRM actually uses, so you can simplify or migrate with confidence.
Build your own versionMore Operations apps
Quote-to-cash & invoicing
Automate the path from closed-won to cash collected
A workflow that picks up every closed-won deal, raises and reconciles the invoice across CRM, billing and your ledger, and chases what is overdue.
Investor & board reporting
Auto-assemble the board pack from source data
Generate the monthly board and investor update straight from finance, product and CRM data, with the numbers and commentary built in minutes, not days.
minutes, not days