How Our Salesforce Audit Works

We start with a conversation to understand your Salesforce environment, pain points, and goals.

• Discuss your current Salesforce setup and history
• Identify specific concerns and problem areas
• Define what success looks like for you
• Answer any questions about the audit process

Our tools connect to your org and analyze metadata, configurations, and usage patterns.

• Read-only access to metadata and configurations
• Automated detection of technical debt and anti-patterns
• Security and permission analysis
• Performance and optimization opportunities

Certified Salesforce architects review the findings and prioritize what matters most.

• Human validation of AI-detected issues
• Architectural assessment and recommendations
• Risk severity classification
• Effort estimation for remediation

You receive a comprehensive report with prioritized recommendations and a walkthrough call.

• Executive summary for leadership
• Detailed technical findings
• Prioritized remediation roadmap
• 30-minute walkthrough to discuss findings