During our 10+ years of experience with Salesforce, we have seen companies that went into a rabbit hole because of years of wrong decisions and a lack of Salesforce knowledge. All that could have been avoided if they had first gone through a Salesforce audit. In this article, I’d like to discuss the Salesforce audit framework and highlight its benefits based on a real-life example of one of our clients.  

Technology for all 

What I really love about Salesforce is that it doesn’t matter if you are a billion-dollar company or a small family business – you get the same set of features, and it’s only up to you if you make the most of them.  Salesforce is a vast ecosystem and, when configured correctly, will boost your business to a new level.  

 Technology debt in Salesforce grows exponentially 

At Spyrosoft, we have worked for companies of all sizes, and we have observed a pattern that happens in almost every case.  

Imagine you own a company and you need a CRM. Salesforce is, of course, the best solution for you, so you buy the appropriate licenses (let’s say Sales and Service) and hire a partner to configure/implement the solution for you. The project has started. CRM seems to work fine, but you need to integrate the system with an ERP.  

After one year, you notice that every new change requires more time and money to be implemented. The partner says it is standard (no, it is not!). After two years, you can’t afford the effort to implement any new change and (even worse) you can’t benefit from Salesforce releases anymore. We have seen this pattern many times. Salesforce is a technology that forgives many wrong decisions. Until some time.   

Salesforce audit: What is Spyrosoft CRM Audit Framework? 

Based on our industry knowledge and years of experience implementing different systems (Salesforce, SAP, Oracle, etc.), we created a unique way to audit client businesses and technical systems. We split our work into two areas (functional and technical), and we start from a helicopter overview. Then, we dig into details if needed. Using this approach, we ensure that we cover all areas in our analysis and focus only on the risky ones, which may have a negative impact on the business.  

As a result of our work, we produce a standardised report that uses the streetlight approach. We detail every section with next steps recommendations. In addition, we prepare a key takeaways one-pager that can be easily used as input for a meeting with stakeholders.  

During the presentation call, our team (senior consultant and senior architect) explain the results and discuss potential threats.  

 Salesforce audit case study 

One of our Customers asked us to help them with an unstable and inextensible Salesforce solution. We used our Salesforce audit framework to analyse the current state and propose the next steps.  

It turned out that the internal Salesforce team significantly extended the instance with apex code, custom flows, etc. However, the code had low quality, and the flows were not set up correctly. When we discussed the issue with the in-house Salesforce Team, their manager pushed back, explaining that the use case is complex (which one isn’t?) and the implementation is in good shape.  

The business owners’ perspective was slightly different. They felt something was wrong but couldn’t prove anything and asked Spyrosoft for help. We decided to use our Salesforce audit framework. After two weeks of work, we presented the results in front of the CTO. The company urgently fixed some of the security risks we identified. Additionally, the Client chose to upskill its internal team and introduce some of the best practices we pointed out in our report. As a result, they were able to turn on some of the new Salesforce features and start delivering business requirements on time.  

Improve your CRM thanks to a proven Salesforce Audit Framework 

Avoid costly results of the wrong decisions and ensure your Salesforce solution is set up correctly. Our team has extensive knowledge and expertise to identify areas that need improvement and suggest recommended actions to fix any detected issues.  

Find out more details of our offering and contact me via the form below.  

About the author

Michał Gronowski

Michal Gronowski

Head of Salesforce