Automated discovery workshop

Turn scattered Salesforce context into an estimate-ready brief.

Answer focused prompts about goals, org health, clouds, integrations, timeline, and risks. Lodestone can use the output to route your request toward a Quick Start, readiness assessment, or custom implementation.

9/16 signals

Contact

Start with the people accountable for change.

The handoff works best when Lodestone can connect the business owner, system owner, and follow-up path.

Contact info

Name and work email for the person who should receive the route.

Company and role

This helps frame business authority, team context, and follow-up.