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salesforce audit
Alok Khandelwal
Alok Khandelwal Posted on Nov 9, 2023   |  4 Min Read

Salesforce has become the go-to CRM platform for businesses across the globe, and for good reason. Its robust features, flexibility, and scalability make it a powerful tool for managing customer relationships and driving sales. However, even the most well-implemented Salesforce instance can benefit from regular evaluation and optimization. This is where a Salesforce audit or Salesforce system health check, comes into play.

salesforce health check

A comprehensive assessment of your Salesforce instance, a Salesforce audit aims to ensure that your CRM aligns with your business objectives, adheres to best practices, and complies with industry standards. The primary goal is to identify areas that need improvement and optimization, allowing you to unlock the full potential of your Salesforce investment.

Essential Steps for Conducting a Salesforce Audit

Here are some important steps for conducting a Salesforce audit to maximize efficiency and return on investment (ROI):

1. Define Your Scope and Objectives

Prior to conducting an audit, it is vital to define clear objectives. You need to be aware of the outcomes you are aiming to achieve. The most common objectives include improving data quality, optimizing automation, increasing security, and aligning Salesforce CRM with your business goals. Clearly defined objectives guide the process of auditing and help measure its success.

2. Organize Your Audit Team

Assemble a team of experts for your Salesforce audit. This team needs to include people who are well-versed in Salesforce’s capabilities and best practices. Depending on the complexity of your Salesforce instance, your team may consist of Salesforce administrators, consultants, developers, and data specialists.

3. Plan and Prepare

Planning is the key to a successful Salesforce audit. Define the parameters of the audit, including the precise Salesforce features you will examine. Establish a schedule and allot resources appropriately. To reduce disruptions during the audit, coordination with stakeholders is crucial.

4. Data Collection

The next step is to collect data about your Salesforce instance. This includes metadata, configuration settings, reports, dashboards, user profiles, data structures, and security settings. Automated tools can help in collecting this data effectively.

5. Data Analysis

Now, it’s time to analyze the collected data. Assess various aspects of your Salesforce environment, such as the following:

  • Configuration

    Check to see if the configuration of custom objects, fields, validation rules, and page layouts complies with industry standards and operational requirements.

  • Data Quality

    Check the data for duplications, inconsistencies, and inaccuracies. Analyze the overall data quality and point out any shortcomings.

  • Security

    To maintain data security and compliance with industry requirements, review user permissions, profiles, and responsibilities. Determine any weaknesses that could be a security issue.

  • Automation

    Examine the automation processes, triggers, and workflows currently in use. Check to see if they are effective and if they satisfy the current business requirements.

  • Integration

    Examine the integration between Salesforce and other applications. Make sure integration points are working properly and that data transfers between systems go smoothly.

  • Performance

    Measure the performance of your Salesforce instance. Analyze page load times, report generation, and data retrieval to identify performance bottlenecks.

  • Compliance

    Make sure that your Salesforce configurations and data handling practices comply with industry-specific regulations and standards.

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6. Recommendations

Create a set of recommendations based on the data analysis and assessment.

Rank these recommendations based on their feasibility and impact. Recommendations can include data cleaning, security upgrades, automation improvements, and code improvements.

7. Implementation

Once recommendations are approved, implement the required changes. This can include configuration adjustments, data cleansing, security updates, automation enhancements, and code refactoring. It is important to thoroughly test these changes to ensure they do not disrupt existing processes.

8. Testing

A crucial stage of a Salesforce audit is testing. Test the implemented changes thoroughly to make sure they function as intended. Test automation workflows, security settings, data transfer procedures, and changes to the custom code. Check to see whether performance improvements have been made.

9. Monitoring and Maintenance

Create a monitoring and maintenance strategy after the changes have been implemented. Keep an eye on your Salesforce instance to make sure the recommended improvements are still providing the expected results. Update Salesforce as necessary to keep it in line with the changing needs of your business.

10. Documentation

Document all changes made during the audit process. This includes configuration changes, security updates, automation enhancements, and custom code modifications. Maintain up-to-date documentation to help in future audits and system maintenance.

11. User Training and Adoption

Invest in user training and adoption programmes to increase the return on your Salesforce audit. Ensure that your team is well-trained and comfortable using the optimized Salesforce instance. Improved user adoption results in better utilization of Salesforce’s capabilities.

12. Regular Audits

Consider conducting Salesforce audits on a regular basis. The frequency of audits will depend on how quickly your organization is changing. Regular audits help ensure that Salesforce remains aligned with evolving business goals and continues to deliver optimal ROI.


A Salesforce audit, or Salesforce assessment, is a strategic initiative that can greatly enhance the efficiency and ROI of your Salesforce implementation. By following the above-mentioned steps, organizations can identify areas for improvement, optimize configurations, improve data quality, and align Salesforce with their business objectives.

In today’s dynamic business environment, leveraging Salesforce to its full potential is not a luxury but a necessity. Conducting regular Salesforce audits ensures that your CRM system remains a powerful tool for managing customer relationships, streamlining processes, and driving growth.

Start your journey towards maximizing efficiency and ROI by defining clear objectives, assembling a capable audit team, and following a systematic approach to assess and optimize your Salesforce instance. With a well-executed Salesforce audit, your organization will be better equipped to adapt to evolving business needs and stay ahead in the ever-changing marketplace.

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Improve Efficiency and ROI with a Salesforce Audit