Claude Org Scan and Migration Readiness Playbook
Executive Thesis I do not start Salesforce AI work with a chat interface. I start by understanding the org. The first move is an in-depth org scan using an architectural brain: metadata, automation, permissions, integrations, deployment shape, old decisions, and the land mines hiding from years of change. That scan gets paired with contextual interviews and day-in-the-life walkthroughs from actual users. The system says one thing. People doing the work usually reveal another. ...