white-label · northpath.throughloop.com
N Northpath Consulting
Salesforce CheckUp
Org health, footprint & opportunities — prepared for Meridian Credit Union
Posture at a glance
Security
66% Poor
Code coverage
53% Fair
Automation load
240 Heavy
Limit pressure
2 At cap
Reporting sprawl
2.7k High
Products in use
Sales CloudService Cloud
CPQExperience Cloud
Marketing Cloud — not detected
Data Cloud — not detected
Health scores
Security health
3 critical failures
Apex test coverage
Blocks deployment
Code quality
Room to improve
Key dimensions
Security findings 66% · Poor
- CRITICALClickjack protection off for Visualforce pages
- CRITICALHttpOnly attribute not required
- CRITICALObjects with default external access = Public
- WARNINGMax invalid login attempts too high
Automation mix Legacy-heavy
Validation rules240
Flows (modern)128
Workflow (legacy)81
Apex triggers59
Validation rules + legacy workflow = 63% of automation. Heavy declarative load — consolidating into flows reduces conflict and maintenance.
Custom code Review
70,028
Lines of code
312
Apex classes
59
Triggers
Coverage & quality scored above. 53% coverage blocks production deploys (75% required).
Limits over 75% 2 at cap
Sales Insights Integration User100%
SalesforceIQ Integration User100%
Daily API requests82%
Feature footprint — where the org sits vs. best practice
Have it
Don’t need
Could use
Best practice
Must have
Sales Cloud
Leads
Opportunities
CPQ
Forecasting
Sales Console
Einstein
Territory Mgmt
High Velocity
Service Cloud
Cases
Knowledge
Omni-Channel
Entitlements
Case Milestones
Email-to-Case
Field Service
Digital Engage
Opportunities — consultant view
Must have
Service Knowledge base
Cases handled with no Knowledge — high deflection & AHT opportunity. Est. 3–4 wk implementation.
Risk → remediation
Security remediation
3 critical health-check failures. Scoped hardening engagement, ~40 hrs.
Tech debt
Legacy workflow migration
81 workflow rules alongside 128 flows. Consolidation reduces automation conflict.