SyncOnAI360

Use case: technical debt

How to reduce Salesforce technical debt, one evidenced item at a time.

Turn a vague sense that the org is a mess into a ranked, priced list, and remove each item with proof that it is safe.

Org Audit

Acme Production · last run 6 minutes ago

Grade C

Priced at $150 an hour, shown on screen

  • Admin user inactive for 90+ days

    critical Minutes

    $75

  • Flow has no fault path

    high Hours

    $600

  • SOQL query inside a loop

    high Hours

    $600

  • Production change made outside the pipeline

    high Hours

    $600

  • Three record-triggered Flows on Case

    medium Days

    $2,400

5 selectedCreate statement of work

In one paragraph

Reducing Salesforce technical debt with SyncOnAI 360 means finding duplicates, overlapping automation, unused metadata and legacy automation from evidence, ranking each item by severity and priced effort, planning the work on a board or in a statement of work, and removing it through proposals that a re-audit verifies.

Detectors for duplication and overlap
6Detectors for duplication and overlap
Default rate behind each estimate
$150/hDefault rate behind each estimate
Items called unused without complete evidence
0Items called unused without complete evidence
Fix verified by re-audit
EveryFix verified by re-audit

01The problem

Why Salesforce technical debt survives every cleanup plan

Debt is easy to feel and hard to list. Without an inventory, a price and proof of safety, cleanup loses to new features every time.

  1. 01

    No inventory

    Nobody can say exactly where the debt is.

  2. 02

    No price

    Cleanup cannot compete with features without a cost.

  3. 03

    No proof

    Fear of breaking something stops every deletion.

  4. 04

    No follow-through

    Nobody checks whether cleanup actually happened.

02find

How do you find Salesforce technical debt?

Detectors find duplicate validation rules, similar fields, overlapping automation, redundant permission sets, forked components and colliding scheduled jobs. The audit adds legacy Workflow and Process Builder, inactive Flows, undocumented fields and objects, field sprawl and ancient Apex API versions.

  • Duplicates and overlap
  • Legacy automation
  • Undocumented and sprawling metadata

Org Audit

Acme Production · last run 6 minutes ago

Grade C

C

74 / 100

Fair, technical debt accumulating

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

55 checks run · 37 open findings · 2 checks skipped, with the reason shown

03price

How do you price technical debt?

Each finding has a severity and an effort band, minutes, hours or days, priced at a stated rate you can change. The assessment models the yearly carrying cost and three-year exposure of leaving it, the business case for the budget conversation.

  • Effort priced
  • Carrying cost modelled
  • A business case

Org Audit

Acme Production · last run 6 minutes ago

Grade C

Priced at $150 an hour, shown on screen

  • Admin user inactive for 90+ days

    critical Minutes

    $75

  • Flow has no fault path

    high Hours

    $600

  • SOQL query inside a loop

    high Hours

    $600

  • Production change made outside the pipeline

    high Hours

    $600

  • Three record-triggered Flows on Case

    medium Days

    $2,400

5 selectedCreate statement of work

04prove

How do you prove a removal is safe?

Nothing is called unused without complete evidence; otherwise the result is unknown, with the reason. Impact analysis lists what references an item before it is touched, and live queries show whether records still use it.

  • Unused only with evidence
  • References listed
  • Data checked live

Lineage: Case.Priority

Acme Production · what uses it, what it uses

05plan

How do you plan the cleanup?

Turn findings into work items on a project board in one step, or into a priced statement of work for a client. Each carries its evidence and estimate, so the plan rests on facts.

  • Findings to work items
  • Or a priced statement of work
  • Evidence carried along

Service Transformation

Projects · Board · Sprint 7

To do 2

Remove 14 unused Case fields

From audit

Consolidate Account triggers

Apex

In progress 1

Fault paths on intake Flows

From audit

In review 1

APAC routing for Service

Flow

Done 1

Retire Process Builder on Lead

Release 24.3

Work items link to the proposals and deploys that delivered them

06remove

How do you remove debt and prove it is gone?

Ship each removal as a proposal with checks, blast radius and validation, approved for production by a second admin. One fix can be applied across every affected Flow. Run the audit again: each fixed finding is marked verified fixed, or regressed if it returns.

  • Governed removals
  • One fix across many Flows
  • Verified by re-audit

Org Audit

Acme Production · last run 6 minutes ago

Grade C
high

SOQL query inside a loop

Drafted a fix for OpportunitySync.cls: one query before the loop, results mapped by Id. Validated against the org. Proposal waiting for approval.

  1. Detected

  2. Fix proposed

  3. Fix deployed

  4. Verified fixed

07cadence

How often should you review Salesforce technical debt?

The org refreshes every six hours and the audit can run whenever you need it, so debt can be reviewed on the same cadence as releases rather than once a year. Review history keeps every past review for comparison.

A short review before each release, of new findings and regressions, stops debt accumulating again after a cleanup.

  • Review with each release
  • Compare against past reviews
  • Catch regressions early

Acme Production

Org health · synced 4 minutes ago

82

Health · B

Health

82

Confidence

74

Coverage

91

Apex coverage 78%, from the org's last test run

  • 3 Flows on Case run on the same trigger
  • 11 Apex classes below 75% coverage
  • Managed package source hidden by Salesforce: 2 packages

08How it works

How to reduce technical debt

From suspicion to verified removal.

  1. 01

    Find

    Run detectors and the audit.

  2. 02

    Price

    Read effort, cost and carrying cost.

  3. 03

    Prove

    Check references and data before removal.

  4. 04

    Plan

    Put the work on a board or into a SOW.

  5. 05

    Remove

    Ship through proposals and re-audit.

09Checklist

Technical debt cleanup checklist

  • Run the detectors and the audit for a full inventory.
  • Sort findings by severity and priced effort.
  • Use the carrying cost to make the case for the work.
  • Check references and live data before removing anything.
  • Put the work on a board or into a statement of work.
  • Ship each removal through a proposal with its checks.
  • Run the audit again and look for regressions.

10Before and after

Technical debt, felt versus managed

Without

With SyncOnAI 360

A feeling the org is messy

A ranked, evidenced inventory

No cost, no priority

Every item priced

Afraid to delete

Proof before removal

No follow-up

Re-audits verify each fix

12Questions

Frequently asked questions

Duplicated rules and fields, overlapping automation, unused metadata, legacy Workflow and Process Builder, and code that ignores best practice.

By severity and priced effort, with the carrying cost as the business case.

No. Every removal is a proposal you approve.

Re-audits mark each fixed finding verified fixed, or regressed if it returns.

Yes. Findings become a priced statement of work in one step.

It compares text and structure and explains what looks alike; merging is your decision.

Yes. The rate is stated and can be changed.

Yes. Every plan includes every feature.

Yes. The audit flags Apex on ancient API versions.

Yes. Review history keeps every past review so scores and findings can be compared.

Yes. Pick the findings for the object that hurts most, clean it up, and show the result before widening the scope.

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