Audit for Salesforce Projects
September 25, 2018

Audit for Salesforce Projects

Investments into Salesforce.org technology have certain horizons, and sometimes after the launch into production, senior executives start asking these questions: Is my client technology up to date? Does it require an upgrade?  What are the latest and greatest features of the upgrade? Do these features make sense for us to use them with this client?

That’s why performing regular Salesforce solution audits is an essential element of a technology lifecycle. It refreshes respective needs and KPI’s, unveils gaps and suggests correction approaches.

Audit for Salesforce Projects1) Where do we start with the actual audit?

Kick-Off: Let’s Warm Up!

The initiation of an audit engagement starts with the client being briefed by the CoreValue project team about the goals and focus areas. It includes precise clarification of short-term goals together with the alignment on the timeline, scope, and long-term strategy. Solution Architects and PMs are active participants in this briefing.

Audit for Salesforce Projects

2) Is there anything in the architecture or business flow that impedes meeting growth objectives?

Business processes focused review is the next step in a tech audit process, and normally includes:

– Business processes and a Salesforce flow correspondence review

– Architecture overview

– Licensing and clouds review

– Integrations and customizations review

This requires close interaction of the CoreValue project team and Business Analysts with the client’s Head of Technology, and a 360-degree view of the system is produced.

Audit for Salesforce Projects

3) Is my code clear and configurable? Does any legacy software require replacement?

Code Hygiene – Development process quality, is where we investigate the fundamentals of the system. This technology-focused review primarily includes:

– Codebase analysis and development process review

– Data flows and integration points review

Solution Architects and technology managers investigate code coverage and quality, usage of Salesforce functionality, data asset quality, inputs and outputs, integrations, and testing processes, with a special focus on UI and regression testing.

Audit for Salesforce Projects

Security and access is another milestone of the technical audit. It is critical to complete a detailed investigation of compliance and security reviews of the existing system and data, as well as multidimensional access rules.

Audit for Salesforce Projects

4) So, what’s the detailed picture?

Reporting is the finalization of all the work performed, based on the documentation and interviews conducted, so that client can evaluate the current state of the system and future maintenance considerations.

A tailored report presents a thorough gap analysis within key technical areas, and provides actionable insight and recommendations on prioritized improvements of Salesforce-based solutions, scoring it against industry best practices, together with time and cost estimates, and a detailed code review with annotations.

Conducting a technical audit, by our experts, provides valuable insight on Salesforce projects, which typically includes several stages such as tech stack, code hygiene, development processes, the ability to scale, security, etc. General practice shows that CoreValue will ensure that any cause for concern is red-flagged and recommendations for areas that need to be improved are documented and shared.

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