Salesforce technical audit
A regular technical audit ranks high in the hierarchy of needs for any business. Our Salesforce professionals help enhance your monitoring practices and keep the instance well-organized, secure and efficient.
Get startedWhy an audit is a must-do for your Salesforce system
Importance of an audit
If done on your own, an audit is a pretty daunting task. iTechArt’s Senior Consultants mitigate the inevitable, supporting you in keeping up with the latest Salesforce releases, identifying strengths and weaknesses of the system, and overseeing potential problems, along with prioritizing further improvements.
Our method
For each client, we create a personalized success checklist and steadily tick off all critical points. Our Salesforce technical audit services cover not only reviewing the design and mapping of requirements to the platform features but also verifying the quality of the point-and-click build, technical components and integration architecture.
A fresh spin on mature
Salesforce operations
Salesforce operations
Full control over
the organizational
environment
the organizational
environment
Guaranteed data
security
security
Extensibility and reliability
of the custom features
of the custom features
Reflection of the core
business processes
in the system
business processes
in the system
A fresh spin on mature
Salesforce operations
Salesforce operations
Full control over
the organizational
environment
the organizational
environment
Guaranteed data
security
security
Extensibility and reliability
of the custom features
of the custom features
Reflection of the core
business processes
in the system
business processes
in the system
Salesforce technical audit services
An audit is better than the cure. We’ve put together a diverse set of Salesforce audit services to protect you from negative usage trends and possible security issues and performance drops in the future.
Business processes review
To define the long-term impact of the project, our team reviews the company’s business goals and internal procedures to be potentially optimized using Salesforce, identifying disconnects and value-adding processes. This will be carried out through holding a series of workshops with the main stakeholders and mapping current state processes.
Security and access assessment
iTechArt’s experts analyze the availability of user groups and the use of Profiles and other Salesforce setups. We also perform a detailed manual code check of the existing system and its data within the framework of compliance with Salesforce access and security management standards.
Architecture analysis
Our Senior Architects investigate the code quality and coverage. Other core activities comprise examining the internal org structure regarding the use of Salesforce CRM and additional components such as integrations with third‑party services.
Enhancement strategy development
Upon the client's request, our engineers are super pumped to redevelop and optimize your existing Salesforce solution. The suggested plan will provide actionable insights and recommendations, task scope and budget estimates, and proof of concept for potential projects.
Your reasons to choose us
- A wide choice of cooperating models with flexible project scopes
- Engineers are hand-picked in line with your needs
- An ever-growing portfolio across 30+ industries
- 7 years on the lighter side of Salesforce
- Proud Salesforce Consulting Partner
- Expertise in key Salesforce Clouds and products
- 40+ Salesforce Administrators, Developers, Consultants and Architects
- Extensive knowledge of a client’s Salesforce ecosystem and existing workflow
- Ready to work both on-site and remotely
- A wide choice of cooperating models with flexible project scopes
- Engineers are hand-picked in line with your needs
- An ever-growing portfolio across 30+ industries
- 7 years on the lighter side of Salesforce
- Proud Salesforce Consulting Partner
- Expertise in key Salesforce Clouds and products
- 40+ Salesforce Administrators, Developers, Consultants and Architects
- Extensive knowledge of a client’s Salesforce ecosystem and existing workflow
- Ready to work both on-site and remotely
Find your way to success
Our Salesforce Senior Technical Consultants geek out over strictly following a roadmap. As a result, you will get an in-depth report indicating security vulnerabilities, degree of product maintainability and scalability, and a solution plan. Who knows, it might be just the warm-up before a bigger game — a long-playing joint project.
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access 2
session 3
improvement plan 5
next steps 7
kick-off
Featured works
