Atheris for
Sales Cloud
Atheris for Sales Cloud
Unlock the Full Potential of Sales Cloud with Atheris
Accelerate sales process optimization with automated process generation
Make faster, safer changes with automated impact assessment
Ensure data integrity with structured, automated data models
Maintain a single source of truth with always up-to-date Org documentation
Prevent system complexity and tech debt by continuously monitoring Org health
Strengthen change governance with real-time alerts on unexpected changes
Uncover who has access to what, why, and generate rich access reports
Identify and capture requirements for actions and use AI to generate user stories
Enable process-led design by helping admins and architects scope user stories
Why Atheris for Sales Cloud?
Sales teams depend on accurate data, smooth automation, and well-structured processes. But without visibility into the system’s underlying configuration, CRM complexity grows, adoption slows, and revenue suffers.
Atheris provides a structured approach to designing, managing, and optimizing Sales Cloud, ensuring that every automation, field, and process is aligned to business objectives.
Visibility into the core operational processes identifies opportunities to implement Agentforce. Atheris proven process-led approach can accelerate the adoption of employee, partner or customer-facing agents.
Smart Features for Sales Cloud Management
A process-led approach for designing, building and governing agents enables them to be deployed more quickly with confidence. Atheris for Agentforce provides support for the Agentforce Implementation Lifecycle – from idea to deployment. And it helps you iterate more quickly and still stay in control.
Sales Cloud configurations are complex, and small changes can have unexpected consequences across automation, reports, and integrations.
Atheris automatically maps metadata relationships, providing an instant impact assessment before changes are made—reducing risk and preventing costly disruptions.
Atheris enables teams to document and optimize sales processes using Universal Process Notation (UPN)—a simple, structured approach that aligns business and technical teams.
With clear process diagrams, teams can collaborate on requirements, identify improvements, and automatically generate user stories to ensure CRM changes are driven by business needs.
Atheris generates living Salesforce diagrams that give teams instant clarity into their system architecture.
Whether it’s process flows, data models, or the order of execution for automation, these auto-generated diagrams ensure teams understand, troubleshoot, and optimize Service Cloud efficiently.
Sales Cloud constantly evolves, but uncontrolled changes introduce risks.
Atheris provides a detailed audit log of all modifications, alerting teams to unplanned or unauthorized changes—ensuring change in governance, security, and compliance.
Security in Sales Cloud is critical, but understanding permissions is complex.
Atheris delivers comprehensive access reports, showing who has access, how they got it, and whether it aligns with security policies—enabling better compliance and governance.
Frequently asked questions
Atheris is a comprehensive change intelligence platform designed to optimize the implementation, management, and adoption of Salesforce Orgs, specifically tailored for Sales Cloud. It integrates seamlessly with your Salesforce environment, syncing all relevant metadata, attributes, and dependencies, giving your team accurate insights into your Org’s configuration and the impact of making changes on sales processes and customer relationships.
Atheris offers sales-specific business process, capability map, and data model diagram templates. These visual and editable assets allow you to understand the out-of-the-box configuration of Salesforce Service Cloud and easily identify the need for customizations. This accelerates business requirement discovery and solution design, ensuring that your service processes are optimized for efficiency and effectiveness.
Atheris provide robust insights into which users have access to sensitive customer and sales data, and why. With org-wide reports on profile and permission-set based access, and custom classifications of your metadata, you can easily document and audit if sensitive data is protected, ensuring compliance with industry regulations and internal governance standards.
Salesforce Sales Cloud comes with a complex architecture that integrates sales processes, customer data, and automation tools. Atheris syncs all of that information and exposes dependencies between the components, taking the guesswork out of your analysis and accelerating impact assessment, leading to more efficient sales operations and a clearer view of your pipeline.
Atheris allow your teams to streamline your operation processes and ensure your solutions meet the business needs. All of that documentation can be turned, with a click of a button, into contextual, in-app help available to users inside Salesforce. Feedback and usage reporting enables you to understand user behavior and pinpoint UX or training enhancements that will increase adoption.