92% reduction in undocumented fields after M&A
- Salesforce Financial Services Cloud
- 24,600 custom fields (combined orgs)
- SEC Rule 17a-4 data retention requirements
- Single admin post-acquisition
When Northwind Capital closed its acquisition of Harrington Wealth Partners in September 2025, it inherited a Salesforce Financial Services Cloud org with 11,400 custom fields — none of which had help text documentation. The acquired firm had operated with a single part-time Salesforce admin for its entire seven-year history. That admin had not transferred to Northwind.
The combined org contained 24,600 custom fields across 340 objects. The Northwind technology team received a quote of $220,000 from their existing SI partner to inventory, document, and rationalize the merged metadata. The CFO declined. The project was handed to the single Northwind Salesforce admin with a six-week deadline to have full field documentation in place before SEC auditors reviewed the combined entity's system controls.
“I was handed 24,600 fields and six weeks. A consulting firm wanted $220,000. I found OrgLens on a Tuesday, ran the scan that afternoon, and had a complete draft of 11,400 descriptions by end of day. I've never seen a tool do something that specific that fast.”
Tariq Hussain, Northwind's sole Salesforce admin, connected OrgLens on Oct 14, the Tuesday following the acquisition weekend. The initial scan returned 24,600 field descriptions in draft within 6 hours. OrgLens's priority queue surfaced the acquired org's fields first, sorted by the number of page layouts each field appeared on — ensuring that the most user-visible fields were documented first.
Tariq worked through the acquired org's fields in object-based batches: Financial Accounts, Opportunities, and Custom Relationship objects first, then the 94 custom objects that had no equivalent in the Northwind schema. By week 4, documentation coverage on the acquired org's fields was 91%. The remaining 9% were fields flagged by OrgLens as likely deprecated — they had no non-null values in the past 18 months and weren't referenced in any automation. Those were confirmed with the former firm's CTO, then retired.
In eight weeks, working alone, Tariq took the combined org from 0% documentation on the acquired entity's fields to 92% overall coverage. The SEC system controls review was completed without findings. The $220,000 SI consulting engagement never started.
Northwind retained OrgLens on Growth. The firm has embedded documentation review into its Salesforce deployment process: no field is approved for production without a completed help text entry. The policy is enforced via an OrgLens webhook that blocks deployment if undocumented fields are detected in the change set.
“The acquired org had 11,400 fields and nobody who could explain what any of them did. OrgLens gave me a starting point for every single one. Not a placeholder — a real draft I could approve or edit. That's the difference between possible and impossible.”