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Salesforce audits

Identify, quantify, and maximize the growth potential of your Salesforce solution with our technical audit services.

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Add value with Vention

Many companies invest in Salesforce, but that doesn’t mean that they’re maximizing its full potential. As part of a Salesforce technical audit, we identify where current system capabilities fall short in delivering the desired outcomes and provide feedback that informs next steps.

Optimize resources

With a Salesforce technical audit, you can identify which technologies or features you may need to sunset, consolidate, integrate, or adopt to future-proof your business.

Get a 360-degree view of the effectiveness of Salesforce

We don’t simply look at past events and create an audit report based on them; we examine your entire Salesforce ecosystem so you can improve your decision-making with proactive, practical, and forward-looking insights.

Signs you need a Salesforce technical audit

Many companies invest in Salesforce, but that doesn’t mean that they’re maximizing its full potential. As part of a Salesforce technical audit, we identify where current system capabilities fall short in delivering the desired outcomes and provide feedback that informs next steps.

01You’ve been using Salesforce for 3+ years
02You leverage highly customizable solutions
03You aim to maximize your in-house or external team's performance
04Your business growth has slowed down
05You have concerns about the system’s security, scalability, and fault tolerance
06You want to integrate more business processes into Salesforce

What we can do for you

You’re sold on Salesforce Sales Cloud? Great! That’s when we come in. As a certified Salesforce partner, Vention offers end-to-end expertise, from initial consulting to Sales Cloud implementation to end user training. Let us equip your business with a platform for an entirely up-leveled sales operation.

Security audit

Our Salesforce experts check your system’s privacy settings, sharing rules, and access options, diagnosing existing and potential security issues.

Performance audit

We test the limits of your Salesforce system to make sure it can be scaled without business interruption and at a competitive pace.

Business process audit

Our Salesforce technical architects assess whether your business processes are fully aligned with your strategic objectives and sufficiently integrated with Salesforce.

Overview of Salesforce technical audits

Our audits are conducted by senior technical consultants who specialize in the platform. Depending on your company’s current needs and the audit type, you define the project scope.

Code review

  • Manual code check within the Salesforce compliance framework
  • Assessment of the program logic, including analysis of classes, triggers, test classes, and standard Salesforce features

Infrastructure analysis

  • Detection of bugs in data access separation
  • Assessment of user licenses that correspond to the existing Salesforce functionality
  • Application architecture audit
  • Analysis of the installed packages
  • Upgrade to the latest version

Vulnerability scan

  • Analysis of automatic security check
  • Analysis of the system’s security (access to objects, availability of user groups, use of profiles and other Salesforce setups for record access control)

Not sure you make the most of your Salesforce?

Our consultants are ready to examine your current Salesforce CRM and provide solutions for improvement so you can maximize your ROI.

How a Salesforce audit works

Our Salesforce technical audits take just four steps:



During a two-hour discovery session, we build your audit roadmap and identify the customer and employee experiences that can be optimized.



With sandbox access to your CRM, we can determine what keeps you from realizing the full value of your Salesforce investment — and how to move forward.



Our team provides a detailed report on your system’s security vulnerabilities, maintainability, and scalability opportunities.


Project kickoff

Together, we discuss the audit results and next steps. As soon as you’re ready, we can kick off a full-scale project.

Why choose Vention?

Top-tier talent

  • Vention is a Salesforce Consulting Partner
  • 60+ certified Salesforce experts
  • 8+ years of hands-on Salesforce experience

Customer-centric culture

  • Expertise in key Salesforce products and solutions
  • Full immersion into the client’s Salesforce ecosystem
  • Ongoing support during the entire audit process

Streamlined workflow

  • Two weeks from intro call to kickoff
  • Low attrition rate
  • Full-cycle design and engineering services, in case you need more

Meet our Salesforce experts

Meet our Salesforce experts

Kate Rusakovich
Kate Rusakovich
Senior Fintech Advisor
Kate brings 6+ years of experience working with Salesforce across 30+ business verticals. She’s responsible for establishing effective business development strategies and helping companies unleash their full potential through top-notch digital solutions.
Alex Skomyanov
Alex Skomyanov
Senior Technical Consultant and Delivery Manager
Alex is a Salesforce technical consultant with 5+ years’ experience in delivering and managing Salesforce projects. Backed by expert knowledge in sales, service, and marketing automation, he helps companies across various industries translate complex business requirements into comprehensive Salesforce solutions.

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