Gain Clarity and Control Over Your Salesforce Platform

A comprehensive Salesforce audit designed to identify risks, improve performance, and unlock greater business value.

Gain Clarity, Improve Performance, and Maximize Salesforce Value

As Salesforce environments grow, misconfigurations, technical debt, and low adoption can limit platform value. Our Salesforce Audit & Assessment Services provide a structured, independent review of your Salesforce org to identify risks, performance gaps, and optimization opportunities.

Based in Dubai, we support organizations across the UAE and GCC by delivering actionable insights aligned with Salesforce best practices, security guidelines, and long-term platform health.

What Is a Salesforce Audit & Assessment?

A Salesforce audit and assessment is a comprehensive evaluation of your existing Salesforce implementation across functional, technical, and operational dimensions. The objective is to ensure your Salesforce org is secure, scalable, well-governed, and aligned with business objectives.

Our assessments are designed to support informed decision-making—whether you are planning enhancements, scaling usage, or preparing for long-term managed services.

Scope of Our Salesforce Audit & Assessment

Org Health & Configuration Review

We evaluate the overall health and configuration of your Salesforce org.

Key review areas include:

Object model and data structure
Customizations versus standard functionality usage
Automation (Flows, workflows, approval processes)
Reports, dashboards, and analytics usage
Performance and system limits review

Security & Access Assessment

Security and data protection are critical to Salesforce success.

Assessment includes:

Profiles, roles, permission sets, and sharing rules
Field-level and record-level access controls
Authentication, session, and login settings
Audit trails and monitoring configuration
Risk identification and mitigation recommendations

Data Quality & Governance Assessment

We review data readiness and governance practices to improve trust and usability.

Evaluation covers:

Data quality, duplication, and completeness
Validation and standardization practices
Data ownership and lifecycle management
Backup and recovery readiness
Data governance recommendations

Automation & Process Efficiency Review

We assess whether Salesforce processes are optimized for efficiency and maintainability.

Focus areas include:

Process design and automation effectiveness
Redundant or conflicting automation
Technical debt and maintainability risks
Alignment with current business processes
Optimization opportunities

Integration & Architecture Review

We evaluate how Salesforce fits into your broader application landscape.

Assessment includes:

Integration architecture and data flows
API usage and limits
Error handling and monitoring mechanisms
Scalability and reliability considerations
Dependency and risk analysis

User Adoption & Usage Analysis

Low adoption often reduces Salesforce ROI.

Assessment areas include:

User activity and feature utilization
Role-based adoption trends
UX and Lightning Experience effectiveness
Training and enablement gaps
Recommendations to improve adoption

Salesforce Audit Deliverables

At the end of the audit, you receive a structured and actionable assessment report, including:

Executive summary with key findings
Risk assessment and prioritization
Gap analysis aligned to Salesforce best practices
Optimization and improvement recommendations
Short-term quick wins and long-term roadmap
Optional implementation and support recommendations

When to Consider a Salesforce Audit & Assessment

A Salesforce audit is recommended if:

Your Salesforce org has grown over time without formal governance

User adoption or system performance is declining

You are planning major enhancements or integrations

You are transitioning between Salesforce partners

You want an independent view of org health and risks

Why Choose Our Salesforce Audit & Assessment Services

Salesforce-Certified Consultants

Best-Practice Aligned Reviews

Objective and Independent Assessment

Business and Technical Alignment

Local Market Experience

Strengthen Your Salesforce Foundation

Whether you need a health check, risk assessment, or optimization roadmap, our Salesforce Audit & Assessment Services provide the clarity required to move forward with confidence.

Contact us today to schedule a Salesforce audit and assessment.

Consult with us

FAQs

What is a Salesforce audit and assessment?

A Salesforce audit and assessment is a comprehensive, independent evaluation of your existing Salesforce implementation across functional, technical, and operational dimensions. We review org health, security, data quality, automation efficiency, integration architecture, and user adoption to identify risks, performance gaps, and optimization opportunities.

When should we consider a Salesforce audit?

Consider an audit if your Salesforce org has grown without formal governance, user adoption or system performance is declining, you’re planning major enhancements or integrations, you’re transitioning between Salesforce partners, or you want an independent view of org health and risks before making strategic decisions.

What areas do you review during a Salesforce audit?

Our audit covers six key areas: org health and configuration (data structure, customizations, automation), security and access (profiles, roles, permissions, audit trails), data quality and governance, automation and process efficiency, integration and architecture, and user adoption and usage analysis.

What deliverables do we receive after the audit?

You receive a structured assessment report including an executive summary with key findings, risk assessment and prioritization, gap analysis aligned to Salesforce best practices, optimization and improvement recommendations, short-term quick wins and long-term roadmap, and optional implementation and support recommendations.

How long does a Salesforce audit typically take?

The duration depends on the complexity and size of your Salesforce org. A standard audit typically takes 2-4 weeks from kickoff to final deliverable. This includes data collection, analysis, stakeholder interviews, and report preparation.

Will the audit disrupt our daily Salesforce operations?

No, our audit process is designed to be non-disruptive. We work with read-only access to review configurations, metadata, and usage data. We may schedule brief stakeholder interviews to understand business processes and challenges, but normal Salesforce operations continue uninterrupted.

Is the audit objective and independent?

Yes, our audit provides objective, independent assessment focused on clarity, transparency, and actionable insights. Our findings are mapped to both technical health and business outcomes, with recommendations based on Salesforce best practices and your specific organizational context.