Boost metrics
Such as business's return on investment (ROI) by consolidating all your clean and valid data in one place.
RA team performs
a technical audit
and provides quality assurance services at each stage of Salesforce implementation.
Clean up any improper data
To improve data integrity and consistency, as well as
validate security to boost usage of the platform
Analyze factors
Such as the level of purchased Salesforce licenses, code analysis, data security, file storage analytics, AppExchange packages analysis, compatibility with other clouds, and more
Once the audit is complete
The RA experts will provide you with a list of recommendations on how to enhance Salesforce and streamline your business processes
The Routine Automation experts divide Audit into 3 key stages
Pre-audit, audit and recommendations. We bring clarity, transparency and convenience to whole processes.
Clean up any improper data
To improve data integrity and consistency, as well as validate security to boost usage of the platform
Analyze factors
Such as the level of purchased Salesforce licenses, code analysis, data security, file storage analytics, AppExchange packages analysis, compatibility with other clouds, and more.
Once the audit is complete
The RA experts will provide you with a list of recommendations on how to enhance Salesforce and streamline your business processes.
Benefits You Can Gain from Salesforce Audit & QA
Check your CRM usage and the presence of bugs, errors and other issues in Salesforce. Contact Routine Automation team to perform a technical audit and get quality assurance services.
Get a comprehensive report
On your Salesforce usage, including identification and disclosure of existing and potential platform issues.
Enhance your CRM strategy
With a customized list of recommendations based on a thorough audit of areas that need improvement.
Be absolutely sure
Your Salesforce implementation is stable and fully supports your business processes with rigorous quality assurance testing.
Catch potential Salesforce problems
Early on, during the requirements gathering and implementation stages, so you can fix them quickly.
Verification
Your custom code is fully functional and bug-free, and that it meets all your business requirements.
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steps
to Provide Salesforce Audit & QA
Build Integration Map
The team assesses and creates an Integration Map to show how Salesforce integrates with your business processes.
Check Integrations
Then we monitor the integration processes to be scalable, maintainable and successful applied with best practices.
Security Checks
Provide code checking to make sure that the code is secure enough.
Verify Data & Data Model Implementation
Deliver data verification with the subsequent data model implementation – how data tables will be represented in Salesforce.
Check Point’n’Click Automations
Our QA team tests point-and-click automation tools on bugs’existence.
Assess Apex and LWC
While performing the QA, you need to check whether your Apex code doesn’t near the governor limits, or isn’t there is any code repetition that must be avoided.
6
steps
to Provide Salesforce Audit & QA
Build Integration Map
The team assesses and creates an Integration Map to show how Salesforce integrates with your business processes.
Check Integrations
Then we monitor the integration processes to be scalable, maintainable and successful applied with best practices.
Security Checks
Provide code checking to make sure that the code is secure enough.
Verify Data & Data Model Implementation
Deliver data verification with the subsequent data model implementation – how data tables will be represented in Salesforce.
Check Point’n’Click Automations
Our QA team tests point-and-click automation tools on bugs’ existence.
Assess Apex
and LWC
While performing the QA, you need to check whether your Apex code doesn’t
near the governor limits, or isn’t there is any code repetition that must be avoided.
RA Salesforce
Audit & QA Services
With over 8 years of experience in Salesforce audit and quality assurance, the Routine Automation team is well-equipped to deliver comprehensive solutions that enhance the capacity of your Salesforce org. We have provided successful audit and QA services to numerous companies across various industries, including Automotive, Manufacturing, Logistics, and more.
If you're looking to carry out your Salesforce Audit and QA, seek the advice of the RA experts to help you personalize solutions to meet your business requirements.
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Salesforce Audit & QA
Services FAQs
If you still have questions, please open one of the.
We’ve got answers:
We’ve got answers:
What exactly is Salesforce Audit?
Salesforce Audit is a procedure that involves analyzing the
usage of a Salesforce platform and providing recommendations
on how to enhance its performance.
And what about Salesforce QA?
In Salesforce, QA refers to the process of testing and
identifying any glitches, errors, or problems in the
implementation of Salesforce features and add-ons.
So, what is the role of a Salesforce QA engineer?
A Salesforce QA engineer is responsible for checking
requirements and conducting tests at every stage of the
development process. Overall, it saves time and resources in
the long run, to ensure that the project is on track and
meeting their expectations.
How long does it take to conduct Salesforce Audit?
From a few days to several weeks, depending on the scope and
depth of the audit. This may involve analyzing data quality,
security, user access controls, automation, customizations,
integrations, and more. Share details of your project with
our team and we can give you a clear idea of what to expect.
What is the cost of Salesforce Audit?
Can vary depending on several factors, such as the scope of the audit, the complexity of the Salesforce implementation. We care about your unique needs, so please reach out to our RA team for a personalized estimate.
What are the benefits of a Salesforce partner for an Audit?
A Salesforce partner can provide expertise and experience in using Salesforce to manage audit-related tasks and data. They can also offer customizations and integrations with other systems to streamline the audit process. If you are already using Salesforce for other purposes, partnering with a Salesforce partner for audit can help ensure consistency and integration across all Salesforce use cases.
