Find orphaned config
Surface automations and fields that no longer map to an approved business requirement.
Solutions · SaaS platform configuration
Your Salesforce isn’t undocumented — it’s untraceable.
Custom fields, validation rules, and automations multiply until nobody knows why a config exists. Catalio links business requirements to platform configuration so change stops being archaeology.
Salesforce available today (Beta) · NetSuite on the roadmap
Config → requirement → approval
Spreadsheet trackers can’t see dependencies.
Admins change rules daily. A field edit in Salesforce can break three downstream workflows — and you find out when users complain. Wikis and “FINAL_v3.xlsx” don’t fix that.
Link
Config tied to business requirements
Why
Rationale for every rule & automation
Before
Impact visible prior to deploy
See configuration tied to business intent
Requirements that explicitly link to platform configuration — with owners, approvals, and validation history.
Extract from the platform
Pull Salesforce metadata into candidate requirements — then verify with your admins and process owners.
Centralize configuration traceability
Stop relying on hero admins. Make every customization explainable, approvable, and durable.
1
Connect
Sync Salesforce configuration (Beta) into Catalio as structured candidates linked to objects and rules.
2
Attribute
Attach business why, owner, and approval — so “what does this rule do?” has an answer.
3
Govern change
Assess impact across related requirements before the next admin deploys a “quick fix.”
For RevOps, FinanceOps, and platform owners
CRM, ERP, and the integration glue between them — one requirements discipline.
Salesforce & CRM stacks
Validation rules, flows, and custom objects mapped back to process owners and compliance needs.
NetSuite & adjacent platforms
Use Catalio’s general requirements model today; native NetSuite integration is on the roadmap.
Traditional SaaS docs vs. Catalio
How SaaS configuration is documented today versus tying every rule back to business intent.
| Category | Traditional | Catalio |
|---|---|---|
| Documentation | Wikis and FINAL_v3 spreadsheets | Requirements linked to live configuration |
| Dependencies | Invisible until production breaks | Related requirements surface impact early |
| Approvals | Slack threads and tribal OK | Owner, rationale, and history on the record |
| Admin turnover | Knowledge walks out the door | Institutional memory stays in the map |
| Audit / compliance | Scramble to explain why a rule exists | Traceability from business need → config |
Advisory board
Guided by enterprise veterans who ran the systems we document.
Wayne Shurts
3× public-company CIO
Ex-CTO Sysco · Global CIO Cadbury · CIO Hall of Fame
Full bio
Wayne has 40 years helping food, retail, distribution, and consumer products companies transform their businesses worldwide. He most recently served as Executive Vice President and Chief Technology Officer at Sysco Corporation, the global leader in foodservice distribution, and was previously Chief Information Officer at SUPERVALU and Global CIO at Cadbury PLC, where he was based in the UK and led ERP and customer-facing programs across six continents. Wayne is currently an Independent Director at Armstrong World Industries (NYSE: AWI). He is a Boardroom Certified Qualified Technology Expert (QTE) and a 2017 inductee into the CIO Magazine Hall of Fame.
Jonathan C. Williams
Founder · CTO · advisor
Founded ForceIQ, acquired by Huron · West Monroe
Full bio
Jonathan has 25+ years building and scaling technology organizations across healthcare, financial services, energy, and SaaS. He founded and grew ForceIQ through its acquisition by Huron Consulting Group, and has served as CTO and strategic advisor to PE-backed and enterprise product companies at critical growth inflection points. His background spans platform modernization, engineering transformation, and responsible AI adoption, with a focus on how large organizations navigate complex technical change.
Wesley Story
Former CIO, Genesys
Ex-AWS, Sysco, Walmart · 2023 Orbie Global CIO of the Year
Full bio
Wesley has 30+ years building and scaling global technology organizations and leading enterprise-scale digital transformation. He most recently served as CIO at Genesys and enterprise strategist at Amazon Web Services, with prior senior technology leadership roles at Sysco and Walmart, spanning retail, wholesale distribution, hyperscaler cloud, SaaS, and telecom. His work spans cloud and platform modernization, responsible AI/ML and data adoption, and post-M&A integration across global, matrixed environments. Wesley was named a 2023 Orbie Global CIO of the Year.
Configuration without the mystery.
Every field and automation should answer: why, who, and what breaks if we change it.
FAQ
Questions platform owners ask
Which platforms do you integrate with?
Salesforce integration is available today (Beta). NetSuite is on the roadmap. For other SaaS tools, use Catalio’s general requirements and traceability features as a documentation discipline.
Will this slow down our admins?
The goal is faster safe change — extract and attribute once, then stop rediscovering intent every release train.
Can we prove why a validation rule exists?
Yes — that’s the point. Link each rule to a business requirement with owner, rationale, and approval history.
Ready to make SaaS configuration explainable?
Book a demo on one Salesforce org and connect config back to business intent.
Book a demoGet started
Ready to finally understand your systems?
A working session on one of your systems: connect it, watch the extraction, and read the first requirements together. 30 minutes.
- → First application documented in days, not months
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- → Our team connects your first platform with you