Enterprise DNA

Instead of Salesforce Investigative Case Management

Stop renting Salesforce Investigative Case Management. Own your casework.

We build your version around how you receive evidence, assign work and review cases. We map the agreed Salesforce records, add the access and storage your team needs, and run the system for you.

Salesforce lists Public Sector Service Core at US$275 per user per month, billed annually. This is a platform rate. Confirm the investigative app configuration and any other charges with Salesforce.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

The subscription and the casework

Separate the platform bill from the work your investigators need

Salesforce publishes its Public Sector platform prices, with app entitlements depending on the chosen configuration. <a href="https://www.salesforce.com/government/solutions/pricing/">View the vendor pricing</a>. Start the comparison with your actual contract and the casework your team uses.

paid

A recurring platform rate for each user

Public Sector Service Core is listed at US$275 per user per month, billed annually. That is US$3,300 per user across twelve months.

layers

An edition choice above the case records

Public Sector Service Advanced is listed at US$500 per user per month, billed annually. Compare the edition you hold with the capabilities your investigators use.

calendar_month

An annual commitment

The published rates require an annual contract. Review the renewal terms alongside your migration plan.

settings

Applications configured for your work

Salesforce offers prebuilt public-sector applications in different configurations. Confirm the investigative application rights in your agreement.

account_tree

Evidence and relationships in a case workspace

Salesforce casework brings related parties, evidence custody and activities together. Those are the records the owned version starts with.

inventory_2

A migration that goes beyond the case list

Exporting cases is one step. Interview history, evidence files, permissions and your review rules each need an agreed migration check.

Your investigation desk

A working case record, with the next decision visible

Case conference

Know what needs an owner this week

Bring overdue cases, open actions and scheduled interviews into one review.

  • check Find cases without an assigned person
  • check See actions due during the coming week
  • check Find interviews with no recorded outcome
  • check Combine the review agenda across casework and evidence

Evidence custody

Record each receipt and handover

The free version fingerprints a supplied file and records its holder, location and review date.

  • check Identify the received file by its recorded fingerprint
  • check Check the current holder before recording a transfer
  • check Keep the sequence of recorded custody events
  • check Block an evidence return while a recorded preservation hold remains

Investigation history

Follow the record behind a decision

Keep interviews, notes, actions and case associations available for a reviewed brief.

  • check Link a party to a case with a recorded reason
  • check See parties appearing across more than one case
  • check Read the chronology before recording a conclusion
  • check Prepare a case brief and custody register in your business name

Review and ownership

Make closure a recorded decision

Use your own database to keep unfinished work visible and preserve the record after closure.

  • check Review purpose, ownership and retention dates
  • check Complete actions and interview outcomes before closure
  • check Record the disposition of held evidence
  • check Keep the original imported fields alongside your reviewed casework

Make it yours

Design your own Salesforce Investigative Case Management replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Investigative Case Management. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Salesforce Investigative Case Management replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Salesforce Investigative Case Management data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Investigations for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Investigations for Claude Code

Connected to your own database

Which cases need attention before our case conference?

INV-101

Name
Missing delivery records
Owner
Aroha
Priority
high
Due_on
2026-10-23
Needs
Case overdue; Review intake

INV-102

Name
Supplier document discrepancy
Priority
normal
Due_on
2026-10-30
Needs
Assign owner; Review intake

INV-103

Name
Stock access review
Owner
Tui
Priority
normal
Due_on
2026-11-06
Needs
Review intake

Ask it anything

Ten questions for your case conference

These questions have working answers in the supplied demonstration. They show the scope of this build, without claiming that Salesforce cannot answer them.

chat_bubble Which open cases lack an owner or a recent review?
chat_bubble Which actions are overdue or due within a week?
chat_bubble Which interviews still need a recorded outcome?
chat_bubble Which evidence items need a custody review?
chat_bubble Which cases are due for a retention decision and carry a hold?
chat_bubble Which recorded parties appear in more than one case?
chat_bubble How many open actions and held items sit on each case?
chat_bubble What was recorded before a case was closed or reopened?
chat_bubble Which records lack purpose, ownership or custody review evidence?
chat_bubble What belongs on the next case-conference agenda?

Switching

How to switch from Salesforce Investigative Case Management

In practice, the move involves exporting cases and tasks, checking their mapping and reconciliation, then running both systems side by side before you switch off Salesforce Investigative Case Management.

  1. 1

    Export cases and tasks

    Export the cases and linked tasks you want to move. The supplied importer works with a scoped export of those records. Export what your Salesforce account allows, usually CSV or Excel, and check with Salesforce if you are unsure how to get the records out. Decide which history you need before you export, since interviews, parties, evidence custody, files, permissions and custom investigative objects need separate mapping.

  2. 2

    Test the import

    Use the importer's test run before loading records into the new system. Start with a scoped export so you can check whether the cases and linked tasks are recognised and linked as expected. This gives you a chance to review the import plan before records are added. Keep the test separate from the live Salesforce records, and do not treat a successful test as proof that the whole investigation history has moved.

  3. 3

    Load and review records

    After the test looks right, load the agreed export. Imported cases and tasks enter an open review queue, including records Salesforce marked closed. Check the queue and reconcile the results. The import preserves original columns, including source status, ownership and custom fields, for mapping. A changed export stops for explicit reconciliation, and a bad linked row rolls back the complete import.

  4. 4

    Run both systems side by side

    Keep Salesforce available while your team checks the new records against the source over a short, agreed period. Confirm that case and task links, ownership, status and the history you chose to bring are accounted for. Complete the separate mapping and reconciliation for interviews, parties, evidence custody, files, permissions and custom investigative objects. Do not treat imported cases as a complete investigation archive.

  5. 5

    Switch off Salesforce

    Switch off Salesforce Investigative Case Management only after you have finished reconciling the records you agreed to move and your team is ready to work from the new system. Confirm that any required history outside cases and tasks has been mapped or retained as agreed. Keep the Salesforce agreement and any remaining access or retention requirements in view when deciding what can be turned off.

construction

Where the real effort goes

The real work is usually mapping your own fields, ownership and review rules, then deciding which history to bring beyond cases and tasks. Interviews, parties, evidence custody, files, permissions and custom investigative objects need separate mapping and reconciliation. If you have Enterprise DNA install and run your version, Enterprise DNA handles this agreed migration work.

Not ready for a call?

Get your Salesforce Investigative Case Management switch plan by email

We will send you the step-by-step plan for moving your business off Salesforce Investigative Case Management, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Start with the working base or have your version built

Open source

Do it yourself

Free, MIT licence

  1. 1 Clone the repo and run npm install
  2. 2 Run npm run demo, then open it in Claude Code, Codex, OpenCode or Cursor
  3. 3 Try /weekly-review and test your Salesforce export with /import
  4. 4 Review the mapping, configure your database and keep private records in controlled storage
Get the free version

Built around your business

We customise it

One setup fee, then a retainer

  • check Your case types, fields, review rules and document wording
  • check Your agreed Salesforce records mapped and reconciled
  • check A web front end and a different technical foundation when required
  • check Evidence storage and access rules built around your team
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installation and the agreed migration managed for you
  • check Connected services and access controls matched to the work
  • check Backups, updates and operational support in the agreed scope
  • check Operated through Omni by Enterprise DNA alongside your business
Book a call

Questions

Instead of Salesforce Investigative Case Management, answered

Is this a complete replacement for our Salesforce deployment? expand_more

The free version covers case records, actions, interviews, evidence custody and review documents. Enterprise DNA scopes your application configuration, access controls, evidence storage and connections before proposing the replacement. Your actual Salesforce agreement is the starting point.

What happens to our existing case history? expand_more

The supplied importer brings across exported cases and their linked tasks, preserving all original columns. It places them in a review queue, including records previously marked closed. Interviews, parties, custody items, files and permissions need separate mapping and reconciliation. We handle that agreed work in your version.

Can we rely on the custody record as legal proof? expand_more

A file fingerprint identifies the bytes supplied at receipt, and the register records the handovers entered by an operator. Neither establishes authorship, truth or admissibility. Your responsible reviewer checks the evidence procedure and legal requirements. We build the agreed storage and access controls into your version.

Can investigators use a browser or work away from the office? expand_more

We build the browser views, guided intake, mobile capture and access rules your team needs. The free working base produces private read-only reports and case briefs. Offline capture and shared evidence handling are agreed implementation work.

What do we pay Enterprise DNA? expand_more

One setup fee, then a retainer for the agreed ongoing work. In a call we review your records, the migration and the version you need. The free version has no licence charge. Hosting and the tools you use to operate it have their own costs.

Bring the contract and one real casework process

Spend 30 minutes with Sam reviewing what you pay Salesforce for, how a case moves from intake to closure, and what your team needs to keep. We define the version, migration and ongoing support around that work.

Book 30 minutes with Sam Get the free version

Investigations for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Salesforce Investigative Case Management?

Get your version built