Service
Salesforce technical audit
A technical audit answers what is fragile, what is unknowable, and what will hurt at scale before you commit to a large build or takeover. It is a consulting product with defined inputs and outputs, not a generic health check slogan. Scope and depth are agreed from org size, access, and business risk; we do not quote a fixed duration or price here.
Engagement shape
- Inputs
- Sandbox or production access as agreed, architecture context (integrations, portals, release process), deployment and test tooling in use, and business constraints such as blackout windows or compliance boundaries.
- Review areas
- Data model and sharing, permission model, Flow and Apex overlap, automation inventory, integrations and API exposure, test architecture, deployment process, governor-limit risk, technical debt hotspots, maintainability, and scalability signals.
- Outputs
- Findings with severity and evidence, architecture risks, a prioritised remediation backlog, and recommended next actions. We do not promise a pass/fail grade or a certification.
The work
- Automation and metadata inventory with ownership notes where visible
- Limits and performance risk review on hot paths
- Integration surface map tied to integration users and credentials
- Security and sharing review at the technical layer (not legal compliance advice)
- Walkthrough of findings with your team
Deliverables
- Written findings register with severity
- Remediation backlog ordered by risk and dependency
- Architecture risk summary for leadership
Where we stop
We do not provide legal, tax, or regulatory compliance sign-off. Security findings are technical observations; your compliance team owns interpretation.
The decisions this work exists to get right
- Evidence over opinion
- Each finding ties to something inspectable: metadata, a query plan, a failing test pattern, or an integration log. Subjective "best practice" without evidence is labelled as such.
- Separate from integration-only review
- Org-wide audit covers the platform. If the primary pain is unreliable interfaces, the integration architecture review may be the better entry point; we will recommend that when it fits.
Questions we get asked
Answers are here in the page rather than hidden behind a script - open or closed, the text is the same.
Is this the same as Salesforce Optimizer?
Optimizer is a useful native scan. Our audit adds engineering judgement, cross-object automation overlap, integration context, and a remediation backlog you can execute against.
Can you audit before we hire you for implementation?
Yes. Many engagements start with audit-only scope so you can decide what to fix internally versus what to delegate.
Working on something like this?
Tell us the systems and the constraint. You will get an engineer's answer, not a capability deck.
Talk to an engineer