1. Your Salesforce organization is over 3 years old.

2. Your users frequently encounter technical errors or exceptions.

3. You have concerns about the system's security.

4. Despite business growth, the performance of your Salesforce org declines.

5. You aim to integrate more business logic into the Salesforce instance.

We've designed a customized Salesforce Audit approach focused on identifying unnecessary expenses within your Salesforce organization, verifying risks associated with your organization security and access levels, and conducting fit-gap and technical analyses of
Salesforce automations and code.
We can "clean up" your platform by removing unused elements and organizing your data. Once our work is complete, you'll receive a document outlining both current issues and potential improvements, including any overpaid features.


1. Optimizing Expenses and Resources

If your Salesforce instance has been operational for more than 2-3 years, it's expanding, and your expenses on it may get lost of new functionality. Our Salesforce Audit can identify redundant features.
We can identify functionalities, integrations, and applications that are no longer in use (or were never required to use—we've encountered this kind of scenario), but your organization is still paying for them.


2. Identifying System Gaps

New implementations over the years have become a ticking time bomb that could go off at any moment.
Indicators may include long page load times, employee complaints about errors, and most dangerously, security issues.


3. Improving Business Efficiency

While working with organizations, we often come across solutions within their Salesforce orgs that don't align with their business logic.
We can find alternative solutions solutions that can reduce processing time for Cases or Leads, make the system more convenient for employees, and more.

Step 1. Defining Audit Objectives and Gathering Your Feedback on Overall Performance

We’ll together identify the main pain areas you want to assess, such as data quality, security issues, performance inefficiency, or existing floating errors. It helps us focus more detailed on your problem.


Step 2. Assessment of Org Performance

Evaluating your Salesforce org performance generates insights into aspects of your Salesforce instance, such as Pages load time, Automations Execution Time, Storage limits, limits for API requests, and user adoption.
Our Architects conduct an overview of your org, including its internal structure and components.
This step establishes a baseline for the Audit and provides recommendations for architectural optimization, including improvements to the data schema and the use of third-party applications and integrations.


Step 3. License Compliance Check

Salesforce licensing is more complex than many organizations assess. It causes over-provisioning licenses, especially in larger organizations. Our License management option helps your organization reduce its Salesforce costs by undertaking a comprehensive review of its license pull and compare it against actual usage.
Moreover, we can find unused Salesforce features under specific licenses and find the appropriate application for them for your users.


Step 4. Conducting Security Check

Via Security Check, our Salesforce Consultant checks the protection of sensitive data in your organization, maintaining the right access levels for your employees teams and checking compliance with regulatory requirements of your business industry.


Step 5. Technical Audit

The Code Reviewing & Integrations Check step is conducted by a Lead Salesforce Developer and QA team. It involves assessing the architectural logic, analyzing Apex classes, triggers, test classes, and Visualforce components to ensure they adhere to Salesforce best practices and security standards.
Our Salesforce QA engineers conduct Unit, Integration, and System testing of existing solutions.
Then they compile a report detailing critical and potential bugs, as well as areas for optimization that need to be addressed.


Step 6. Business Process Audit

Often, your in-house processes undergo changes, yet the program logic or automations remain unadapted.
This results in a loss of efficiency, customer service/sales errors, and overall misuse of the platform. Our team of Salesforce Architects and Business Analysts conduct fit gap analysis to evaluate the alignment of your business processes with your existing Salesforce logic.


Step 7. Create Documentation & Guidance

In order to proceed with both bug fixes and further expansion, your specialists should be aware of the current functionality and problems.
We understand that since we often come into projects after Salesforce vendors, and it's challenging not knowing how the organization is functioning.
It's like rebuilding a construction kit without a manual. The main goal of our Audit is to provide clarity about the state of your Salesforce instance, identify areas of unnecessary expenses, and highlight bugs while outlining the next steps.
As a result, you'll receive a comprehensive PDF file containing the results of the Salesforce Audit.