A coach on every Salesforce record

Guided path

The fastest path to a working Check

Follow one focused sequence from understanding the card to configuring your first production-ready experience.

01

Understand

Learn what the card communicates before changing anything in Salesforce.

• Understand what it does→
• See the card in action→

02

Try it safely

Install in a sandbox and explore working Checks across every evaluation type.

• Install in a sandbox→
• Explore packaged examples→

03

Build your own

Create a useful Check, then place the experience where users already work.

• Create your first Check→
• Add it to a record page→

Examples

See it solve real Salesforce problems

Compare four ways to answer a business question about an Account. Each example shows why the method fits, what a user sees, and what to do next.

01Keep branch billing aligned with headquartersFor branches billed through headquarters, confirm the complete billing address matches the parent Account.Runs on: AccountVerify with a formula

Why this method?

Both addresses are available from the Account and its parent, so a formula can compare them directly. No related-record query or custom Apex class is needed.

A difference in any billing-address field needs attention. An Account without a parent is skipped. Display formulas show the two addresses but do not determine Pass or Fail.

Example result

Found

Branch: 100 Congress Ave, Austin, TX 78701

Display formula on the branch Account

Expected

Parent: 500 Elm St, Dallas, TX 75202

Display formula on the parent Account

Result

Needs attention · Info

Next step

Confirm the legal bill-to location with Finance before correcting either Account.

Key configuration

Pass Condition

AND(BillingStreet = Parent.BillingStreet, BillingCity = Parent.BillingCity, BillingState = Parent.BillingState, BillingPostalCode = Parent.BillingPostalCode, BillingCountry = Parent.BillingCountry)

Display: Found Formula

Complete branch billing address

Display: Expected Formula

Complete parent billing address

Open full setup and testing →

02Keep the high-priority support backlog within capacityCount open, high-priority Cases for an Account without blocking Case updates.Runs on: AccountVerify with a query

Why this method?

The information is on Cases related to this Account. A query counts the open Cases marked High priority, and the Check compares that count with the service team’s limit.

No matching Cases returns a count of zero, so this Check passes. Hidden records are excluded; missing required permissions may produce Unable to Check.

Example result

Found

4 open high-priority Cases

COUNT() of matching visible Cases

Expected

3 or fewer

Fixed value configured by the service team

Result

Needs attention · Warning

Next step

Review Case ownership and the response plan.

Key configuration

Source Query

SELECT COUNT() FROM Case WHERE AccountId = {!record.Id} AND IsClosed = false AND Priority = 'High'

Comparison Operator

Less than or equal

Expected Value

Fixed value: 3

Open full setup and testing →

03Protect product continuity across open pipelineCheck whether this Account’s open Opportunities include a product recorded on its previously won Opportunities.Runs on: AccountCompare two queries

Why this method?

One query finds products on open Opportunities. Another finds products on won Opportunities. The Check passes when the two Product ID lists share at least one value.

Product names are illustrative; the Check compares Product IDs. In this example, no open-pipeline or purchase-history rows produce Skipped because that outcome is configured.

Example result

Found

Open pipeline: Product A, Product B

Source query → Product2Id

Expected

Won Opportunities: Product B, Product C

Comparison query → Product2Id

Result

Pass — Product B appears in both lists

Next step

If the lists do not overlap, confirm the intended sale before changing product selection.

Key configuration

Source Query Field

Product2Id

Comparison Query Field

Product2Id

Comparison Operator

Lists overlap

If Either Query Finds No Records

Skip

Open full setup and testing →

04Score strategic-account readiness before executive reviewUse developer-created Apex to combine relationship, pipeline, activity, and billing evidence into one readiness score.Runs on: AccountVerify with Apex

Why this method?

The decision combines several objects, a configurable activity window, and weighted scoring. A developer implements that logic in an Apex class; an administrator can then configure its threshold and parameters.

The class awards 25 points for each criterion, so possible scores are 0, 25, 50, 75, and 100. With an 80-point threshold, all four criteria must pass. Strategic Accounts that do not meet the applicability rule are skipped.

Example result

Found

75 points — three of four criteria met

Score returned by AccountStrategicReadinessCheck

Expected

80-point minimum

Administrator-configured minScore

Result

Needs attention · Critical

Next step

Review the missing readiness criterion before the executive review.

Key configuration

Apex Class

AccountStrategicReadinessCheck

Apex Parameters (JSON)

{"minScore": 80, "activityDaysBack": 60}

Applies When

ISPICKVAL(Type, "Strategic")

Open full setup and testing →

Documentation

Choose what you want to do

Find focused guidance for learning the basics, building Checks, operating in production, or extending the framework.

Start with the basicsSee the card, understand the result labels, then install safely in a sandbox.

Build a CheckChoose Formula, Query, Compare Two Queries, or Apex and configure it step by step.

Operate and troubleshootFind permissions, diagnostics, production operations, and recovery guidance.

Extend the frameworkUse Apex, Flow, Agentforce, MCP, Platform Events, and plugin interfaces.

Resources

Explore the ecosystem

Go beyond the core package with optional extensions, reusable configuration patterns, presentations, and product demonstrations.

Extensions repositoryExplore optional packages for logs, scheduled runs, guided building, alerts, reports, and integrations.Open repository →

View SlidesUse presentation-ready material to introduce the product to your team.Coming soon

View DemoWatch it explain findings directly on a Salesforce record.Coming soon