The Cloudsheer Difference
CloudSheer’s Platform Audit services offer an exhaustive evaluation of your Salesforce infrastructure. Our priority is to guarantee that your platform functions optimally, consistently delivering trustworthy, superior performance.Learn more
Regular Health Checks
We perform routine Salesforce system diagnostics to detect enhancement opportunities and potential hazards.
Our team carries out comprehensive performance assessments to gauge the effectiveness of your Salesforce infrastructure.
We execute thorough security assessments to confirm the safeguarding of your data and the security of your platform.
Lead & opportunity management
Sales forecasting & analytics
Sales collaboration and communication
Mobile sales management
Sales performance management
Why Choose Cloudsheer
What does the Salesforce platform audit process entail?
At Cloudsheer, our Salesforce platform audit process is holistic and comprehensive. We start by understanding your organization’s unique requirements and business processes. Then, we evaluate your system configurations, security settings, user access controls, and data quality. We also review your integration with other systems. Our focus is not just on identifying vulnerabilities, but also on providing recommendations for improvements to enhance your Salesforce environment’s efficiency, security, and productivity.
How long does a Salesforce platform audit usually take?
The duration of a Salesforce platform audit can vary based on the size and complexity of your Salesforce instance and the specific scope of the audit. However, a standard audit typically takes between 2 to 4 weeks. We strive to provide a precise timeline after our initial consultation and scope determination. We believe in maintaining transparent communication throughout the audit process.
What standards and regulations does your audit comply with?
Cloudsheer follows all relevant standards and regulations during our audits. This includes ensuring compliance with industry-specific laws, as well as data privacy and security regulations like GDPR, CCPA, and ISO 27001. Our team of certified auditors and consultants are continually updating their knowledge to align with the evolving legal and regulatory landscape, ensuring that your Salesforce environment is compliant and secure.
What post-audit services do you provide?
After we complete the Salesforce platform audit, Cloudsheer provides a detailed report of our findings, including recommendations for improvement. We also offer post-audit services like remediation support, where our consultants help your team implement the recommendations. Additionally, we provide regular follow-up audits or check-ins, if desired, to ensure that the improvements are effective and that your Salesforce environment remains secure and efficient. Our customer’s success and peace of mind is our top priority.
Define the Objectives
Kickstarting a Salesforce audit necessitates defined goals. Commonly, these encompass assessing platform efficiency, surfacing enhancements, and validating adherence to Salesforce best practices.
Identify Audit Areas
Then we can identify and pin point critical Salesforce audit domains, such as data governance, user security, system configuration, and performance, tuned to the firm’s objectives.
Establish Audit Methodology
Chart out the comprehensive Salesforce audit strategy, incorporating thorough system reviews, engaging stakeholder interviews, detailed code inspections, and rigorous document evaluations, illustrating efficient data acquisition tactics.
Develop Audit Criteria
For an impartial audit, we define criteria as Salesforce yardsticks. These include adherence to best practices, security compliance, meeting organizational needs, performance indicators, data integrity, and user assimilation.
Conduct the Audit
After setting objectives, areas, methodology, and criteria, launching the Salesforce audit, which includes executing activities, collating data, conducting evaluations, documenting findings, and liaising with stakeholders.
Prepare Audit Report and Recommendations
Consolidating audit results into a report detailing objectives, methodology, principal insights, strengths, weaknesses, actionable recommendations, and a possible execution pathway.
Achieve THE Peak Performance for your business with Cloudsheers
Salesforce Platform Audit Services
Boost system performance with our meticulous audits.
Uphold platform security through our rigorous evaluations.
Optimize Salesforce effectiveness via our in-depth performance analysis.
Schedule a Free Consultation
Connect with us today and unlock the power of your business! Our team of experts is here to provide tailored solutions that will elevate your performance.