--- title: "How to build salesforce audit & migration with Claude & Rig" description: "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. A step-by-step guide to building it yourself on your own data with Claude and Rig." canonical: "https://rig.so/apps/salesforce-audit" format: markdown --- [All apps](https://rig.so/apps) OperationsApp # 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. Runs on![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true) [Build this on your data](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo) CRM audit Fields audited1,240 Lead.faxUnused 2y Opp.scoreActive Flow: old\_assignDead 412 fields safe to archive ## 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. Read-only sync of your Salesforce metadata and usage Context layer maps fields to real usage An agentic audit ranks what is used vs scar tissue A shareable audit app + migration recommendation ## How to build it 1. 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. 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. 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. 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 version](https://app.rig.so/signup) ## More Operations apps [Quote-to-cashClosed-wonInvoiceReconcilePaidAcme£42kPaid ✓£42k collectedWorkflowQuote-to-cash & invoicingAutomate the path from closed-won to cash collectedA workflow that picks up every closed-won deal, raises and reconciles the invoice across CRM, billing and your ledger, and chases what is overdue.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Xero logo](https://img.logo.dev/xero.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/quote-to-cash)[Board pack · JuneARR£4.1mNet burn£180kRunway16mJanFebMarAprMayJun“ARR up 12% MoM, net burn down 8%, runway extended to 16 months.”ReportInvestor & board reportingAuto-assemble the board pack from source dataGenerate the monthly board and investor update straight from finance, product and CRM data, with the numbers and commentary built in minutes, not days.![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Xero logo](https://img.logo.dev/xero.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)minutes, not daysHow to build](https://rig.so/apps/board-reporting) --- - [This page as HTML](https://rig.so/apps/salesforce-audit) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)