Free Pre-Migration Assessment Tool

Before you migrate,
understand what you have.

AFNP Compass scans your Salesforce org and gives you a plain-English health report so when the time comes to migrate to Agentforce for Nonprofit, there are no surprises.

Step 1
Connect
Securely log in with Salesforce. No passwords stored.
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Step 2
Scan and Analyse
AFNP Compass reads your org.
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Step 3
Get Your Report
A clear health score, risk list, and fix checklist.
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Step 4
Migrate With Confidence
Hand your report to the Migration Agent and go.
Data InventoryWhat Is Being UsedAutomation AuditSecurity CheckMigration Readiness ScoreFix ChecklistOne-Click PDF ReportOrg Health ScoreRisk FinderNPSP to AFNP Readiness
Data InventoryWhat Is Being UsedAutomation AuditSecurity CheckMigration Readiness ScoreFix ChecklistOne-Click PDF ReportOrg Health ScoreRisk FinderNPSP to AFNP Readiness
What AFNP Compass Does

A full picture of your org.
In minutes, not months.

Most teams discover problems with their Salesforce org halfway through a migration when it is expensive to fix. AFNP Compass finds them first, so your team walks into the Migration Agent with eyes wide open.

See everything you have

A complete view of your data in your org, how many records exist, when they were last updated, and which ones are actually being used day to day.

Instant Inventory

Find the clutter

Most orgs carry hundreds of data fields nobody fills in. AFNP Compass finds every unused corner of your system so you know what to clean up before it becomes a migration headache.

Usage Analysis

Check what is running behind the scenes

Invisible automations can silently break during a migration. AFNP Compass audits every one, flags the risky ones in plain English, and tells you exactly what needs attention.

Automation Audit

Know what will survive the move

Moving to Agentforce for Nonprofit (AFNP)? AFNP Compass maps out what transfers cleanly, what needs a decision, and what will break before you touch a single setting.

NPSP to AFNP Ready

See who can access what

AFNP Compass gives you a plain-English summary of who in your team can see or edit sensitive data and flags anyone with more access than they should have.

Access Review

A report your whole team can use

Turn your assessment into a clean PDF or spreadsheet with one click. Share it with your consultant, your manager, or your board with no technical background required.

PDF · Excel · Link
Built for the Journey Ahead

Step one of your
migration journey.

AFNP Compass is the pre-flight check for the AFNP Migration Agent. Think of it as getting a full car inspection before a long road trip — you would not just start driving and hope for the best.

You are here
Run AFNP Compass
Connect your org, get a complete health report, and understand every risk before you commit to a migration. Take minutes to generate the report.
Next step
Review your readiness report
Your team gets a prioritised list of things to resolve before migrating — clear, actionable, and written for humans, not just admins.
Fix and prepare
Clean up what needs attention
Address the issues AFNP Compass surfaced. Clean data, resolved risks, and a clear picture of what you are moving.
The main event
Hand off to the AFNP Migration Agent
With your Compass report in hand, the Migration Agent takes over and automates the entire move from NPSP to Agentforce for Nonprofit without the guesswork.
Your Migration Readiness — At a Glance
• Data that moves automatically
82%
• Data that needs a decision
13%
• Things that will break
5%
• Estimated time to prepare
3-4 weeks
• Readiness score
78/100
What Makes Up Your Score
Your data quality
91
Your automations
61
Your custom setup
78
Who has access
48
Overall cleanliness
82
Ready? Hand off to the AFNP Migration Agent
Once AFNP Compass gives you the green light, the Migration Agent takes your report and automates the entire move — no consultants, no months of manual work.
Org Health Check

Issues you did not know
you had.

Most Salesforce orgs have hidden problems that nobody can see until they surface at the worst possible time. AFNP Compass finds them before your migration, while they are still cheap to fix.

11 automations that no longer do anything
Switched off years ago but never deleted. They take up space, cause confusion during upgrades, and stay invisible until something goes wrong.
3 people with more access than they should have
Three user accounts can edit or delete sensitive records across your whole org. This is a common compliance issue that is easy to miss without a dedicated audit.
94 data fields that nobody fills in
Nearly 100 empty fields are cluttering your system, slowing things down, and adding unnecessary complexity to your migration.
Good news: 82% of your data is migration-ready
The majority of your donor records, relationships, campaigns, and giving history will transfer automatically.
Org Health — Your Summary
• How much of your data is being used
73%
• How safe your automations are
61%
• How complete your records are
92%
• How tight your access controls are
48%
• How clean your overall setup is
67%
68Overall Health Score
18Things to Fix Before Migrating
11Unused Automations Found
14:52Time to Full Report
Download the full report
A clean PDF your whole team can read and act on
Free for any Salesforce org

Know what you are working with.
Before you migrate.

Connect your org in 30 seconds. Get a full health score, a migration readiness breakdown, and a clear list of what to fix — in minutes. Free, always.

No credit card required · Secure Salesforce login · Disconnect any time · No data stored