Salesforce Automation Diagnostic
Impact Awareness
Know exactly which Flows, Apex triggers, and validation rules will break — before you rename a field, deprecate an object, or start a migration.
- Scans every Flow, Apex trigger, validation rule, formula field, and approval process that references your selected fields or objects
- Classifies each automation by impact level: HIGH, MEDIUM, or LOW
- Surfaces required field constraints, required lookups, and cross-object dependencies
- No package install. No Connected App. No admin permission beyond API access.
- Free on-screen summary. Full 12-tab XLSX report $149.
Step 1
Save the Bookmarklet
Free on-screen summary · Full XLSX report — $149
To connect: open Salesforce, stay on the Salesforce tab, and click this saved bookmarklet from your bookmarks bar.
Lightning users: if a page listing API versions opens, click the bookmarklet again from that tab. That second click completes the connection. Classic and Setup users connect on the first click.
Sessions expire after about 2 hours. To reconnect, go back to Salesforce and click the bookmarklet again.
Step-by-step instructions
SAVE THE BOOKMARKLET ONCE
Drag “Connect to Automation Inventory” into your browser’s bookmarks bar.
This creates a browser bookmark. Nothing is installed in Salesforce, and nothing is downloaded to your computer.
If your bookmarks bar is hidden — Windows: Ctrl+Shift+B · Mac: Cmd+Shift+B
OPEN SALESFORCE
Go to your Salesforce org in another browser tab.
You must already be logged into Salesforce before using the bookmarklet. Stay on the Salesforce tab before clicking.
CLICK THE BOOKMARKLET FROM SALESFORCE
While you are on a Salesforce page, click “Connect to Automation Inventory” from your bookmarks bar.
If you are on a Setup, Classic, or API page, KeelCadence may connect immediately. If you are on a Lightning page, Salesforce will usually open a new XML/API page — that is expected.
IF THE XML/API PAGE OPENS, CLICK IT AGAIN
Stay on the XML/API page. Click the same “Connect to Automation Inventory” bookmarklet again from your bookmarks bar.
This second click completes the connection and sends you to the audit setup page.
RETURNING USERS
If you already saved the bookmarklet, you can start directly from Salesforce. You do not need to come back to this page first.
If your session expires, go back to Salesforce and click the bookmarklet again.
▸ SEE A SAMPLE OF WHAT YOU’LL GET SAMPLE DATA
Demo data only. “Acme Corp” is a fictitious Salesforce org used for illustration. Real audits cover every field and object you select.
RUN #12 · COMPLETE
IMPACT ANALYSIS COMPLETE.
4 automations will error or misfire immediately
2 flows and 1 trigger read Annual_Revenue__c in entry conditions or required logic. 1 validation rule formula directly references the field. All 4 will break immediately after rename without throwing a visible error.
5 automations will evaluate to blank silently
Cross-object references and formula fields that read Annual_Revenue__c via lookup will return 0 or blank after rename — no error is raised, making these particularly difficult to detect post-change.
3 automations have minor or cosmetic exposure
A screen flow display field, a formula tier classification, and an approval process entry criterion reference the field in ways that degrade gracefully but should still be updated for accuracy.
| Automation Name | Type | Object | Impact Level | Reason | Action Required |
|---|---|---|---|---|---|
| Opportunity Revenue Routing | Flow | Opportunity | HIGH | Entry condition uses Annual_Revenue__c | Update entry criteria before rename |
| Account Tier Validation | Validation Rule | Account | HIGH | Formula references target field directly | Update formula before rename |
| Contact Revenue Summary | Formula Field | Contact | MEDIUM | Cross-object lookup reads target field | Review formula after rename |
| Revenue Trigger — Before Insert | Apex Trigger | Opportunity | MEDIUM | Trigger reads field by API name | Update Apex class before deployment |
| Deal Approval — Entry Criteria | Approval Process | Opportunity | LOW | Entry criterion references field value | Verify approval behavior post-change |
| … 7 more automations across Flows, Apex Triggers, Validation Rules, Formula Fields, Approval Processes, Object Impact Map, Recommendations | |||||
Preview the full workbook before you run your audit. This sample was generated from fictitious demo data
— so you can review all 12 tabs, impact findings, and remediation actions before purchasing.
Free on-screen summary is always included. Paid XLSX report covers every automation referencing the fields you select — $149.
Your real report covers every automation referencing the fields and objects you selected — with impact level, reason, and recommended action for each item.
What We Analyze
- Active and inactive Flows (all versions)
- Apex triggers on your selected objects
- Validation rules with field references
- Formula fields that read from target fields
- Required field and required lookup constraints
- Cross-object lookup and master-detail dependencies
- Approval process entry and exit criteria
- Classic workflow rules and field updates
Free Summary. Full Report $149.
Run the analysis for free. Download the complete 12-tab XLSX workbook for $149.
Security & Privacy
- Reads metadata only — never individual record values
- Session credentials held in memory, never written to disk
- No Connected App, no managed package, no AppExchange listing
- No Apex execution, no Flow execution, no org writes
- Stripe processes payments — we never see your card details
- GA4 analytics do not receive org IDs, run IDs, or field names