function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Bhawani SharmaBhawani Sharma 

Org Review

When someone ask you to do an org review, what all you consider in that? I have been considered below points yet:
  1. Storage Usage
  2. Data Quality
  3. Profiles
  4. Chatter
  5. Salesforce1
  6. Field Trip
  7. Customization
  8. Notification Banner
  9. Home Page Links
  10. Full Sandbox
  11. Version Repository
Is there anything else that I should include in my assessment report?

PratikPratik (Salesforce Developers) 
Hi Bhawani,

Interesting question.

I will add few items in your list:
  1. Salesforce Edition
  2. Sandboxes availble (full, partial, dev)
  3. License Type
  4. No. of used & unused licenses by type
  5. Company information (currency, multicurrency, org details)
  6. Profiles, Permission set
  7. OWD ,sharing rules
  8. Custom apps, Console
  9. Custom objects & Schema (relationship between objects)
  10. Configurations (point &  click rules)
  11. Customization ( apex, Vf etc)
  12. Apex & API Usage
  13. External integrations & apps
These are some important aspects which I think are necessary for org review.

Feel free to add more.

Bhawani SharmaBhawani Sharma
Thanks Pratik.