What a Salesforce org audit is, and what you get
A Salesforce org audit is a structured review of an existing Salesforce implementation that identifies technical debt, security gaps, automation conflicts, and unused licenses. CRM Unity delivers it as a written architecture plan with a prioritized remediation roadmap — a document you could hand to any consultant, including one other than CRM Unity.
Ask about an org audit →What's included
- Architecture and data model review
- Automation audit (Flow, Process Builder, workflow rules) for conflicts and technical debt
- Security and sharing model review
- License utilization check
- Prioritized remediation roadmap, delivered as a written document
Who this is for
Org audits are most useful before a major project starts, after inheriting an org from a previous admin or consultant, or when Salesforce feels slower or more fragile than it used to. The output is a plan — whether CRM Unity implements it, your own team does, or a different consultant does is up to you.
Related: Salesforce implementation and managed services both often follow an audit.
Org audit questions
What is a Salesforce org audit and do I need one?
A Salesforce org audit is a structured review of an existing Salesforce implementation that identifies technical debt, security gaps, automation conflicts, and unused licenses. It's worth doing before a major project starts, after inheriting an org from a previous admin or consultant, or when Salesforce feels slower or more fragile than it used to.
What are the signs a Salesforce org needs to be rebuilt?
Common signs include automations that conflict with each other or fire in an unpredictable order, page load or save times that have degraded over time, security and sharing rules nobody fully understands anymore, and licenses paid for but not in use. An org audit confirms which of those apply and how serious each one is.
What do I get at the end of a Salesforce org audit?
A written architecture plan with a prioritized remediation roadmap — a document you could hand to any consultant, including one other than CRM Unity.
How long does a Salesforce org audit take?
Timeline depends on the org's size and complexity. CRM Unity scopes the audit's timeline as part of the quote, once there's been an initial look at the org, rather than quoting a number before that.