Quickstart

Getting Started with BuildForce

Connect your platforms and run your first health check in under 5 minutes. This guide walks you through everything you need to get started.

Total time: ~5 minutes to first health check
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No credit card required

Getting Started Video

Coming soon

Quick Wins from Your First Scan

Discover immediate value within minutes of connecting your org.

Identify Security Gaps

See permission vulnerabilities and sharing issues immediately after your first scan.

Spot Deprecated APIs

Find Apex code using old API versions before Salesforce retires them.

Clean Up Unused Fields

Discover custom fields with no data that are cluttering your org.

Compliance Check

Get instant visibility into SOC2 and HIPAA compliance gaps.

Step-by-Step Guide

1

Sign Up for BuildForce

Create your BuildForce account in seconds. No credit card required to get started.

1 minute
Visit buildforce.io and click 'Get Started'
Enter your email and create a password
Verify your email address
Complete your organization profile
2

Connect Your Org

Securely connect your Salesforce, HubSpot, or ServiceNow org using OAuth. No credentials stored.

2 minutes
Navigate to 'Organizations' in the dashboard
Click 'Connect Platform' and select your platform
Authorize BuildForce via OAuth
BuildForce begins indexing your org metadata
3

Run Your First Health Check

BuildForce analyzes your org configuration across 200+ checks in security, performance, and best practices.

2-5 minutes
Click 'Run Health Check' on your connected org
BuildForce scans configuration, security, and integrations
Review your overall health score (0-100)
See categorized findings with severity levels
4

Review Your Results

Understand your org's health with clear visualizations and actionable recommendations.

5-10 minutes
View your health score breakdown by category
Drill into specific findings for details
See AI-generated recommendations for each issue
Prioritize fixes based on severity and impact
5

Set Up Automation

Configure scheduled health checks, automated alerts, and one-click remediation for common issues.

5-15 minutes
Enable scheduled health checks (daily, weekly, monthly)
Configure alert thresholds and notification channels
Review and enable one-click fixes for approved issues
Set up team member access and permissions
Get Started Now

Frequently Asked Questions

Do I need admin access to connect my Salesforce org?

Yes, you'll need Salesforce admin permissions to authorize the OAuth connection. BuildForce requires read access to metadata and optionally write access for one-click fixes.

Is my data secure?

Absolutely. BuildForce uses OAuth 2.0 for authentication - we never store your credentials. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). You can revoke access at any time.

How long does a health check take?

Most health checks complete in 2-5 minutes, depending on org complexity. Very large orgs with extensive metadata may take up to 10 minutes.

Can I connect multiple orgs?

Yes! BuildForce supports multi-org management. Connect production, sandboxes, and developer orgs - each is monitored independently.

What happens if I find a critical issue?

BuildForce provides detailed remediation guidance for every finding. Many common issues can be fixed with one-click remediation. For complex issues, our AI consultant can help you develop a fix.

What's Next?

After your first health check, explore these guides to get more from BuildForce.

Health Check Guide

Understand your results and remediation options

Learn more

Integration Guides

Deep dive into platform-specific setup

Learn more

Security Best Practices

Learn about security monitoring

Learn more