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

Sales Cloud
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

Sales Cloud
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

Sales Cloud
The Routine Automation experts divide Audit into 3 key stages

Pre-audit, audit and recommendations. We bring clarity, transparency and convenience to whole processes.

Sales Cloud
Clean up any improper data

To improve data integrity and consistency, as well as validate security to boost usage of the platform

Sales Cloud
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

Sales Cloud
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

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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.   

Experienced engineers
Experienced engineers

Boost metrics

Such as business's return on investment (ROI) by consolidating all your clean and valid data in one place.

Experienced engineers
Experienced engineers

Get a comprehensive report

On your Salesforce usage, including identification and disclosure of existing and potential platform issues.

Experienced engineers
Experienced engineers

Enhance your CRM strategy

With a customized list of recommendations based on a thorough audit of areas that need improvement.

Experienced engineers
Experienced engineers

Be absolutely sure

Your Salesforce implementation is stable and fully supports your business processes with rigorous quality assurance testing.

Experienced engineers
Experienced engineers

Catch potential Salesforce problems

Early on, during the requirements gathering and implementation stages, so you can fix them quickly.

Experienced engineers
Experienced engineers

Verification

Your custom code is fully functional and bug-free, and that it meets all your business requirements.

01 01 arrow
Boost metrics

Such as business's return on investment (ROI) by consolidating all your clean and valid data in one place.

02 02 arrow
Get a comprehensive report

On your Salesforce usage, including identification and disclosure of existing and potential platform issues.

03 03 arrow
Enhance your CRM strategy

With a customized list of recommendations based on a thorough audit of areas that need improvement.

04 04 arrow
Be absolutely sure

Your Salesforce implementation is stable and fully supports your business processes with rigorous quality assurance testing.

05 05 arrow
Catch potential Salesforce problems

Early on, during the requirements gathering and implementation stages, so you can fix them quickly.

06 06 arrow
Verification

Your custom code is fully functional and bug-free, and that it meets all your business requirements.

Awards & Recognitions
We had received many awards in the past years, one of them beeing the Clutch's Top 1000 Consulting Firms
Top crm consulting Company
Top crm consulting Company
Top it services Company
Top it services Company
Top email marketing Company
Top email marketing Company
Top salesforce Company
Top salesforce Company
Top digital marketing Company
Top digital marketing Company

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.

Sales Cloud
Check Integrations

Then we monitor the integration processes to be scalable, maintainable and successful applied with best practices.

Sales Cloud
Security Checks

Provide code checking to make sure that the code is secure enough.

Sales Cloud
Verify Data & Data Model Implementation

Deliver data verification with the subsequent data model implementation – how data tables will be represented in Salesforce.

Sales Cloud
Check Point'n'Click Automations

Our QA team tests point-and-click automation tools on bugs'existence.

Sales Cloud
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.

Sales Cloud

6

steps

to Provide Salesforce Audit & QA

Sales Cloud
Build Integration Map

The team assesses and creates an Integration Map to show how Salesforce integrates with your business processes.

Sales Cloud
Check Integrations

Then we monitor the integration processes to be scalable, maintainable and successful applied with best practices.

Sales Cloud
Security Checks

Provide code checking to make sure that the code is secure enough.

Sales Cloud
Verify Data & Data Model Implementation

Deliver data verification with the subsequent data model implementation – how data tables will be represented in Salesforce.

Sales Cloud
Check Point'n'Click Automations

Our QA team tests point-and-click automation tools on bugs'existence.

Sales Cloud
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.

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Salesforce Audit & QA Services FAQs

If you still have questions, please open one of the. 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.