Audit Objectives Defining
Our Salesforce audit starts with defining the key objectives which includes specifying key fields requiring the assessment such as Salesforce instance customization, data quality and security, or process efficiency. Defining audit objectives provides a clear roadmap for the end-to-end audit process.
Data Quality Evaluation
Damco’s certified Salesforce experts analyze the accuracy and quality of the data by locating and addressing issues such as incomplete data, duplicated data, or inconsistencies in formatting. Our team utilizes pre- established data validation rules and new-age data cleansing methodologies to enhance the data quality.
Configuration and Customization Reviewal
Our Salesforce org auditors or Salesforce org doctors analyze custom fields, objects, different process automations and other tailored customizations of the Salesforce instance while specifying the redundant and unutilized elements and deciding if they support any business process. The configurations are evaluated to check their alignment with the industry’s best practices, and they are further optimized accordingly.
Reports Analysis
Our Salesforce team examines the current set of reports and dashboards to analyze their relevance and efficiency while detecting underutilized and obsolete reports and enhance them to match your KPIs and reporting requirements. The information presented is verified for accuracy and significance for informed decision-making.
Integration and AppExchange Apps Evaluation
Damco’s Salesforce experts analyze integrations with pre-existing systems to appraise the effectiveness of data exchange and examine the utilization of AppExchange applications to check their effect on system performance and user satisfaction. Any redundant integrations and apps are removed, and the remaining ones are optimized for utmost efficiency.
Recommendations and Findings Recording
Our Salesforce auditors document their findings, problems, and suggestions diligently unearthed throughout the audit procedure and provide actionable measures and rank them according to their significance and immediacy. This will serve as a blueprint for executing the required modifications and enhancements through Salesforce Managed Services.
