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Executive Proposal & Technique

Reverse Engineering
Assisted by AI
Transformation Salesforce

Removing the illusion of continuous living documentation to build a As-Is foundation based on evidence — deterministic, traceable and validated by humans.

Explore
Central Purpose

Discovery and Preservation

In ecosystems Salesforce with years of organic evolution, vital rules inhabit exclusively in thousands of lines of Apex, fragmented Flows and in the minds of few experts. The Purpose It's not implement automated ad aeternum documentation.

Photography High Loyalty

Freeze As-Is

Execute an intensive phase of discovery to map and understand exactly the system behavior in its current state.

Implicit → Explicit

Reveal the Hidden

Extract embedded rules into the code, avoiding loss of critical business knowledge during decommissioning or refactoring.

Decisions Auditable

Base Engineering

Provide reliable inputs for architects and product owners to consciously decide the which should be preserved, redesigned or discontinued.

Recommended Strategy Top-Down with Deep Dive

Discovery guided by Critical Days and Risk (ex. Lead-to-Cash). AI agents follow the execution trail (call stack), mapping all components — quickly isolating dead code from high impact areas.

Beyond Flosum · Multifaceted Pool

Matrix Evidence

The dynamic behavior of a Salesforce system goes far beyond the source code. To avoid false-positive, the AI analyzes a multifaceted pool of inputs.

Structural instruments

Metadata, Apex & Flows

Structural and versioned truth extracted from Flosum: real source code in production, Validation Rules, metadata of objects and fields, compiled Apex classes and Flows declaratives.

Apex Classes Flows Validation Rules Flosum
Status & Settings

Custom Metadata & Settings

Custom Metadata Types, Custom Settings and parameter data on objects administrative — changing the logic of the code at execution time without deploy.

Custom Metadata Custom Settings Admin Objects
Operational Inputs

Event Monitoring & Debug Logs

Productive execution logs and APM strokes allow AI to identify branches of code that are never executed — revealing the zombie code Hidden in the system.

Event Monitoring Debug Logs APM Traces
Human & Historical

Git & Tacitus Knowledge

Tacit knowledge provides the "Why" Rule exist, complementing the "How" discovered by the machine. Includes history of commits and interviews with experts.

Git History EMS Interviews
Final Active · Holistic View

Inventory of Behaviors

We abandon the reductive vision of an "IFs/ELSEs catalog". The final asset is a holistic inventory map all spectrum of systemic behaviors.

Core Business Rules

Logic that translates the commercial operation. "Contracts above R $ 100k require heave Board"

Colateral Effects

Adjacent behaviour (side effects). "Refresh Phase coupling 3 asynchronous processes and 1 call to ERP"

Workarounds & Exceptions

Parametrizated technical debts. "Validation ignored if Profile is SystemAdmin or ID = X"

Integration Matrix

Endpoints consumed and APIs displayed. Inbound/Outbound flow mapping with external dependencies

Definition of Done
100% Tier 1 Coverage

All "Critical Level 1" processes with Inventory traced to the line of code.

Bidirectional Traceability

Each behavior linked to a source Unquestionable evidence. Zero rules deduced without ballast.

Human Validation (PR Review)

All artifacts reviewed and approved via Pull Request for a Functional Specialist (SME) and a Tech Lead.

Opacity isolation

Managed packages and opaque integrations tagged as "Black Box" with documented I/O via logs.

As-Is → To-Be · Transformation Bridge

Like As-Is Molda the To-Be

The Discovery Baseline feeds each migration decision with exact answers: what to preserve, redesign or discontinue.

Withheld (Migrade As-Is)

Intact Preservation

Components that work properly and have low risk. Migrates without logical change to the new architecture.

Refactored

Sustained Logic, Tech Changed

Business rule preserved, but modernized implementation. Ex: Workflow Legacy rule → Modern Flow/Appex with scenarios Parity BDD.

Discontinued

Obsolete Code Deleted

Zombie code, historical workarounds and worthless features. Safely removed thanks full traceability of the inventory.

Parity BDD Tests

Scenes Given-When-Then extracted become the set Regression officer. If the new architecture passes all the BDD tests in the previous environment, the business parity is guaranteed.

Strangler Fig Pattern

Dependencies Map points to systemic borders ideal for incremental monolith shutdown — without breaking external references Or interrupt operations.

BPMN 2.0 · Operational Flow

Modelling of Case

From the selection of the critical journey to final deliberation — each stage with governance and traceability.

Trigger
Critical Journey
Aggregate
Evidence
Genetic Analysis
(MCP)
Inventory
Markdown
Human Review
(Fail-Closed)
Committee
To-Be (ADR)
↩ Refinar Contexto/Fontes (Se Inconsistente)

Fail-Closed Governance: The model requires a technical leader to validate the inventory via Pull Request. No artifact generated IA continues without explicit human approval — mitigating 99% of the risk of hallucinations leaking for To-Be requirements.

Critical Analysis · Total Transparency

Evaluation of Risks and Sureties

Questioning assumptions and anticipating frictions to design a resilient implementation.

Solid & Proven

  • Breakup Discovery vs. Doc Alive: "As-Is" frozen as project with start, middle and end works brilliantly in refactoring.
  • Fail-Closed Governance: Review via PR mitiga 99% the risk of hallucinations in To-Be requirements.
  • Model Context Protocol (MCP): Local navigation dramatically reduces costs vs. copying entire repository to the LLM context.

It's still Hypothesis

  • Complex Apex proficiency: LLMs are spectacular with Python/JS, but Governor Limits, SOQL in Loops and legacy patterns of Trigger can cause initial interpretation errors.
  • Causal discovery can confuse local and global impact on Trigger Handlers 20,000+ lines complex.

Open Decisions

  • & IP Data Processing: Metadata with IIP hardcoded and sensitive commercial rules require Enterprise/Zero-Retention API layer by Anthropic/OpenAI.
  • Processing Cost: Hard caps per pipeline of analysis needs to be defined before execution in scale.
Recommendation End

Proof of Concept:
Cancellation in Service Cloud

A single full vertical journey — from selection to inventory approval. When IT and Business see implicit rules and mapped dependencies in days, not weeks, the project will attest unequivocally its value for final modernization.

In short

What is Reverse Engineering Assisted by AI

Before modernizing (To-Be), it is necessary freeze a high-fidelity photo of what the system really does today (As-Is). Critical knowledge usually lives hidden — in Apex, fragmented Flows and in the head of a few. Modernizing without mapping is erasing vital rules without knowing.

It's the pillar. M1 (Map) ed Trust Engineering.

Frequently Asked Questions

Frequently Asked Questions

What is AI assisted reverse engineering?

It is the use of AI to reveal and freeze, with high fidelity, the actual behavior of a legacy system (the As-Is) before modernizing it. The goal is not to generate eternal documentation, but an auditable inventory for architects to decide what to preserve, redesign or discontinue.

Why freeze the As-Is before modernizing?

Because every legacy system suffers from "tribal" knowledge: rules that sustain business but that nobody wrote. Modernizing without mapping erases vital rules without knowing — High fidelity As-Is is the security network of transformation.

What's the best discovery strategy?

The discovery guided by critical journeys and risk (top-down with deep dive): starts from a business journey, follows the execution trail (call stack) and maps every component it touches. This quickly isolates the dead code, which belongs to no journey.

What is the Evidence Matrix?

It is a multifaceted pool that avoids false-positive: structural inputs (metadata, Apex, Flows), state (Custom Metadata/Settings), operational (Event Monitoring, Debug Logs, which reveal zombie code) and human (commits, tickets, interviews, which give the why of the rule).

What is the Behavioral Inventory?

It is the final asset of mapping: not a catalogue of IFs/ELSEs, but core rules, side effects and historical workarounds, each classified by the trust of evidence. He is the raw material of the validation contracts of the next phase.