Salesforce assessment & audit services

As a certified Salesforce partner delivering professional Salesforce services for over 15 years, Itransition conducts fixed-scope audits to help companies gain a clear picture of their Salesforce solution’s current state, find opportunities for improvement, and define a practical strategy for system optimization and future evolution.

Salesforce assessment & audit services

Why conduct Salesforce audits

Over time, Salesforce solutions accumulate technical debt, unused custom objects, redundant automation rules, and permission sprawl. Our independent Salesforce audit services enable companies to assess the efficiency and security of their Salesforce orgs, reveal risks, and prioritize improvements based on business needs.

Identify inefficiencies

Uncover Salesforce configuration inconsistencies, workflow bottlenecks, underutilized capabilities, and technical debt that slow teams down.

Strengthen security

Detect security gaps and access control issues to fix them before they put your business data at risk.

Improve adoption

Find barriers that hinder Salesforce adoption and get practical recommendations on how to increase Salesforce usage.

Maximize Salesforce value

Identify opportunities to align your Salesforce solution with evolving business goals, reduce licensing costs, and ensure that your employees effectively use platform capabilities.

Salesforce audit services we offer

Itransition provides several types of Salesforce audit and assessment services, designed to address specific aspects of your Salesforce solution and outline the most relevant actions and next steps for its optimization.

Salesforce health check

We run a diagnostic assessment of your Salesforce org against 33 critical checkpoints to evaluate its overall health, effectiveness, and reliability. Our experts review the configurations of the data model, page layouts, and record types, check the workflow automation logic, and assess the security aspects, including profile settings, permission sets, and sharing rules. We also check if existing standard and custom reports and dashboards still provide relevant insights and how actively your employees engage with the system.

What you receive
  • Scored health report
  • Shortlist of 10 low-effort, high-impact improvements
  • Prioritized backlog of other improvements

Salesforce solution audit

Our team performs an end-to-end Salesforce org assessment to identify technical issues and business process inefficiencies, validate your solution’s alignment with business objectives and Salesforce best practices, and pinpoint areas for improvement. In addition to assessing the Salesforce org’s configurations, automation logic, and security aspects at a deep level, we thoroughly examine the solution’s architecture, custom code, data quality, and integrations. We also review your Salesforce licenses, check whether the features you own are enabled and properly configured, and assess the solution adoption across teams and user roles.

What you receive
  • Register of scored audit findings with supporting evidence
  • Executive summary of key risks and opportunities
  • Costed roadmap with prioritized remediation and improvement activities and effort estimates

Salesforce license cost audit

We analyze your Salesforce licenses to identify unused or underutilized ones and opportunities to reduce Salesforce costs without limiting users’ access to the functionality they need. Our experts map all the user and permission set licenses, along with paid add-ons, against your current user roles, check the actual system and feature usage, and review available entitlement options to optimize your licensing setup.

What you receive
  • License utilization and cost analysis
  • List of license optimization recommendations

AI & Agentforce readiness assessment

We assess your Salesforce org’s readiness for integrating AI and agentic capabilities to determine changes needed for successful AI implementation. Our team evaluates your Salesforce solution’s architecture, configuration, integrations, reviews data management and governance practices, and identifies where AI can bring maximum value to your business processes.

What you receive
  • Assessment report with technical and data gap analysis
  • List of prioritized AI and Agentforce use cases
  • AI readiness remediation plan
Duration
Fixed price
Your involvement
Health check

Fast check of Salesforce configurations, automation, security, and adoption

~2 weeks

$9,000

A few short interviews with key users (about 4 hours in total)
Solution audit

In-depth assessment of the Salesforce solution’s technical aspects, licenses, and adoption

4 weeks

$20,000

A one-hour kickoff session, short interviews with key users, and a validation session (about 8 hours in total)

License cost audit

Analysis of Salesforce licenses to find cost optimization opportunities

1-2 weeks

$7,000

A short session to discuss your licensing optimization goals (about 2 hours in total)

AI & Agentforce readiness assessment

Identification of gaps and improvements in a Salesforce org needed for integrating AI

2-3 weeks

$10,000

A kickoff session, and a few short interviews to discuss your AI goals and business processes (about 4 hours in total)

Get your Salesforce org checked

Book an audit right away or discuss your assessment needs with our consultants.

Start the audit Request details

Our selected Salesforce audit projects

20+

interviews conducted

15+

process owners involved

Simplified

employees’ tasks
Salesforce audit for an EDI solutions provider

We carried out a comprehensive audit of the Data Interchange’s Salesforce CRM solution to help the company use it more efficiently. After the analysis of the technical aspects and stakeholders’ needs, we delivered a document with suggested improvements and best practices for optimizing Salesforce data structure, automating data flows, and enhancing reporting capabilities.

10+

departments’ business processes researched

80+

software solutions evaluated

15+

project artifacts delivered
Technology consulting for a trading firm

Itransition’s team analyzed the business context and IT operations landscape of a Forex trading company to help them make better use of their newly adopted Salesforce toolset and align processes across locations. Based on the analysis, we delivered prioritized recommendations for improving Salesforce adoption and utilization and increasing operational efficiency across teams.

Why partner with Itransition

Salesforce Select Partner

10+ years providing Salesforce implementation and consulting services

120+ Salesforce certifications

In-house Salesforce Center of Excellence

Recognized as a Top Salesforce Consulting Company by Clutch

25+ years of experience in IT consulting and software engineering

Quality management practices compliant with ISO 9001

Salesforce proficiency

Our team includes Salesforce-certified professionals with expertise across key products, including Agentforce Sales, Service, Marketing, and Revenue Management, which enables us to assess Salesforce solutions with different product configurations.

Rich industry expertise

With experience across 20+ verticals, including manufacturing, retail, finance, and insurance, we bring a deep understanding of industry-specific business processes, regulatory requirements, and best practices to deliver more relevant assessments and recommendations.

Commitment to security

In addition to signing non-disclosure agreements and obtaining read-only access to Salesforce orgs, we guarantee the safety of our clients’ data by applying ISO 27001-compliant data security practices throughout our entire collaboration.

Improve the efficiency and security of your Salesforce solution
Get in touch

How we conduct Salesforce audits

We follow a structured audit process to consistently evaluate your Salesforce solution against predefined criteria, making sure we cover all critical aspects and provide reliable recommendations.

1

Request processing

Once you submit a short contact form, we prepare the document set with a draft agreement based on the details you provide and reply to you within one business day.

2

Kickoff

After signing the engagement agreements, you grant us access to your Salesforce instance and we confirm the audit’s business objectives and scope.

3

Analysis

Our team examines your Salesforce solution across multiple aspects according to the audit type you choose.

4

Stakeholder interviews

Our experts elicit current pain points and expected outcomes in calls with your key Salesforce users and stakeholders across teams.

5

Validation & scoring

We share and validate our audit findings and assessment scores with your Salesforce administrators. Then, we give recommendations for the identified issues and score each of them based on their business value, urgency, and estimated implementation costs.

6

Findings & roadmap

We present a detailed report with the recommendations, potential benefits, and a prioritized, phased implementation plan.

Salesforce products we work with

Products we audit
Sales Cloud
Service Cloud
Marketing Cloud
Revenue Cloud
Commerce Cloud
Experience Cloud
Agentforce
Health Cloud
Nonprofit Cloud