Get expert Salesforce audit services to evaluate and optimize your platform. The Mercury Collective provides comprehensive Salesforce audits to help you identify gaps, assess org health, improve workflows, ensure compliance, and align your platform with your business goals.
Salesforce Audit Services, Wherever Your Team Works
Organizations need thorough Salesforce audits to understand their platform's health. When org issues go undetected, your team loses visibility, data quality slips, and hidden inefficiencies start to compound.
Hidden Org Issues Go Undetected
Configuration gaps, unused features, automation problems, and data inconsistencies keep accumulating—while your internal team lacks the bandwidth to investigate.
You Don't Know What You Don't Know
You need a thorough assessment of your Salesforce environment, but conducting a comprehensive audit requires specialized expertise and dedicated time.
Compliance and Security Risks Remain Unclear
Without a formal audit, you can't be certain your org meets security standards, data governance requirements, or industry compliance obligations.
What a Salesforce Audit Can Reveal
The Mercury Collective acts as your Salesforce audit partner—evaluating your entire org to uncover gaps, assess health, and identify optimization opportunities. We help you understand your platform's current state and provide a clear roadmap for improvement.
Comprehensive Salesforce Audit Services, Built to Scale
Mercury offers comprehensive audit services for businesses that need thorough Salesforce evaluation and compliance verification without long-term contracts. If you're not sure which level of audit assessment fits your organization, we'll help you choose the right plan.
A comprehensive Salesforce audit evaluates your entire org, identifies gaps, and provides a clear assessment of what's working and what needs improvement.
Org Health Assessment
Complete evaluation of your Salesforce environment, configuration, and overall platform health.
Security & Compliance Review
Assess permission structures, data governance, and alignment with industry compliance standards.
Data Quality Analysis
Identify data inconsistencies, duplicates, and integrity issues that impact reporting and decision-making.
Automation & Workflow Review
Evaluate Flows, automations, and processes to identify gaps, inefficiencies, and improvement opportunities.
Configuration & Architecture Analysis
Review objects, fields, layouts, and customizations to assess design and identify technical debt.
Performance & Scalability Assessment
Evaluate system performance, query performance, and readiness to scale with your business.
Why Teams Choose The Mercury Collective
We provide Salesforce audit services that are thorough, actionable, and focused on delivering real insights—not generic reports that sit on a shelf.
We discuss your Salesforce environment, business goals, and specific areas of concern to scope the audit appropriately.
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Receive Findings and Recommendations
We deliver a comprehensive audit report with detailed findings, prioritized recommendations, and a clear roadmap for addressing gaps and optimizing your org.
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Conduct Comprehensive Audit
We thoroughly evaluate your org across configuration, security, data quality, automation, compliance, and performance to identify all gaps and opportunities.
Frequently Asked Questions
Still have questions? Here are a few common ones about Salesforce audit services.
What does a Salesforce audit include?
Is a Salesforce audit a good fit for small or mid-sized businesses?
Can you audit an existing Salesforce setup?
Do you provide recommendations after the audit?
How long does a Salesforce audit take?
How is this different from ongoing admin support?
A Salesforce audit is a comprehensive evaluation of your entire org, covering configuration, security, data quality, automation, compliance, and performance. We identify gaps, assess health, and provide prioritized recommendations for improvement.
Yes. It's a strong fit for companies that want to understand their platform's current state, identify hidden issues, and create a roadmap for optimization.
Yes. Mercury can audit existing orgs of any size or complexity to assess health, identify gaps, and recommend improvements.
Yes. Every Salesforce audit includes detailed findings and prioritized recommendations tailored to your business goals and technical environment.
Mercury completes audits efficiently and delivers findings quickly so you can begin planning improvements right away.
Salesforce audit services give you certified expertise and a clear understanding of your platform's health, gaps, and opportunities—without the ongoing overhead of a full-time hire.
We Make Salesforce Simple.
Get Salesforce audit services that help you understand your org, identify gaps, and create a roadmap for success.
