What is Audit in Salesforce?

3 min 11.11.2022 Updated: 16.07.2024

Salesforce Audit is a process to gain a comprehensive view of the usage of your Salesforce platform. Audit in Salesforce conducts a Salesforce platform usage analysis with afterward given recommendations.   

3 Key Benefits of Audit in Salesforce

  • Get information about the usage of Salesforce and then diagnose potential or real issues.     
  • Receive the list of recommendations with the plan of audited items on how to improve the CRM strategy.  
  • Increase ROI by having all data clean, valid, and in one place. 

What can be checked through Salesforce Audit?

Data Security  

Existing Salesforce Licenses and level of usage  

Files Storage Analytics  

Sharing Structure Analysis 

Code Analyse  

Compatibility with Solutions the client wants to use  

Compatibility of the Solution with other Clouds 

AppExchange packages analysis & compliance with the latest versions 

Compatibility of the Solution with Security Shield  

Compliance of the code with future Salesforce releases 

TOP 7 Reasons Why Salesforce is the Best CRM

Usually, the Audit includes the next three stages: pre-audit, audit, and recommendations.

At the pre-audit stage, the team discusses with the client the key Salesforce business purpose. Then it comes with Audit. The Routine Automation team explores Salesforce and its current client’s ecosystem. In the end, the team creates the roadmap of new functional modules that should be implemented. 

How to deliver Pre-audit & Audit?

At the pre-audit stage, we provide the following…

1. The goals should be clearly stated at the beginning of the audit and be fulfilled: What does the Client expect from Salesforce? What are the key pain points? What actually should be improved? , etc

2. We define the Client’s vision of Salesforce. The Routine Automation team discusses with the client its expectations and wishes from Salesforce how it should work in the best way.    

3. The team starts to determine pain points in Salesforce implementation. The team creates a list of issues with descriptions of them: When are issues happening? Where are they happening? And others.   

4. Finally, the Routine Automation team defines key persons working with Salesforce. They should provide honest feedback on what they appreciate and not in a current way and how things are going.      

5. Next, it comes with an Audit. The Routine Automation team delivers the result of a technical audit divided into the following parts:  

Short description of the audited item.  

Software solution architecture where the team analyzes the architecture for the detection of critical defects or errors in the development and implementation of software, as well as compliance with the requirements for the system.

Description of the audited item that consists of strengths, remarks, and recommendations. In strength, we show the existing strong sides of the item to audit. In remarks, we display problems that the team has noticed and highlight them with special symbols to show priority. In recommendations, we give the list of recommendations to be done to improve Salesforce usage. 

Conclusion where the Routine Automation team highlights the most critical moments and the vision of the plan for the changes.


Why choose Routine Automation to conduct Salesforce Audit?
Routine Automation as an official Salesforce Partner offers technical audits using gained expertise and best practices. Our Salesforce Experts ensure your Salesforce platform works as you want.