Contact Us

End-To-End Salesforce Audit Services

Evaluate the health and performance of your Salesforce instance with our comprehensive Salesforce audit and get a detailed report highlighting potential risks, opportunities, and areas for improvement.

Sign Up for Our Complimentary Salesforce Audit

Your Go-To Partners For Salesforce Solutions


Salesforce administrators


years of combined experience


salesforce certifications

Why Do You Need A Salesforce Audit?

Identify any potential security risks

Identify any potential security risks, compliance issues, or other vulnerabilities in your Salesforce instance that may put your business at risk.

Choose our Salesforce audit

Choose our Salesforce audit to assess the performance of your instance and identify areas for improvement, like optimizing workflows and processes, for efficient business operations.

Ensure that your data is accurate,

Ensure that your data is accurate, up-to-date, and aligned with industry regulations, such as GDPR, HIPAA, or CCPA.

Reaffirm that your Salesforce implementation

Reaffirm that your Salesforce implementation is aligned with your business needs and goals, ensuring you get the most out of the platform.

What Is Included in Our Comprehensive Salesforce Audit?

Security and Compliance Analysis
Security and Compliance Analysis

  • Review security settings, user access, and authentication processes to ensure they align with industry best practices and comply with relevant regulations.
  • Review data security and backup policies to ensure that data is secure and recoverable in a disaster.
  • Review third-party apps and integrations to ensure that they do not compromise on security.

Data Quality & Governance
Data Quality & Governance

  • Assessment of the quality of data in your Salesforce instance, including accuracy, completeness, consistency, and relevance.
  • Identification and removal of duplicate records and invalid data.
  • Assessment of data governance policies to ensure that data is effectively managed throughout its lifecycle.

Customization and Integration Analysis
Customization and Integration Analysis

  • Review customizations to ensure they align with industry best practices and meet your business needs.
  • Assessment of the effectiveness of existing customizations and identification of areas for improvement.
  • Identification of redundant customizations and recommendations on how to streamline them.

Assessing the Scope of Integration
Assessing the Scope of Integration

  • Assessment of how Salesforce is integrated with other systems, such as marketing automation or customer service platforms, and see if integrations are optimized.
  • Identification of any integration issues and recommendations for how to resolve them.
  • Recommendations on how to improve integration performance and reliability.

Performance & Scalability Assessment
Performance & Scalability Assessment

  • Evaluation of your Salesforce instance's performance, including its responsiveness, scalability, and overall speed.
  • Identification of bottlenecks and areas for optimization.
  • Review system architecture to ensure it is scalable and can handle increasing user and data volumes.

Reporting and Analytics
Reporting and Analytics

  • Review your reporting and analytics capabilities to ensure they provide the insights you need to make data-driven decisions.
  • Identify reporting gaps and recommendations on how to address them.
  • Review dashboards and reports to ensure they align with your business needs and provide accurate insights.

Supercharge Your Salesforce Instance.